I own a small home improvement company specializing in hurricane shutters. We have about 10 employees, but only three or four people would need access to the CRM.

We average about five new installations and 20 service jobs per week. Currently, we use several spreadsheets, Google Calendar, and Zoom for texting customers. I would prefer to keep Zoom if possible.

My main goal is to stop making my secretary manage four or five different spreadsheets. We need one simple system to track leads, customers, estimates, installation jobs, service calls, follow-ups, and scheduling.

I’m looking for something easy to use and reasonably priced. We don’t need an overly complicated enterprise system. Does anyone run a similar construction or home improvement business? What CRM would you recommend?