CRM stands for Customer Relationship Management. It's software that helps you organize and manage all your business relationships—leads, customers, jobs, and communication—in one central system instead of scattered across spreadsheets, sticky notes, and email.

As your business grows, manual systems break down. Leads get lost, follow-ups are missed, and important details slip through the cracks. CRM centralizes everything so your entire team has access to up-to-date information, helping you close more deals and deliver better service.

Spreadsheets require manual updates and don't sync in real-time across your team. CRM software automatically updates information, sends reminders, works on mobile devices, and includes purpose-built tools for managing customers, scheduling, and tracking jobs.

CRM pricing varies widely depending on features and company size. Basic systems start around $50-100/month, while industry-specific solutions range from $100-500+/month. Watch for hidden costs like per-user fees, setup charges, or extra fees for mobile access.

Field crews often work in areas with poor or no cell service. Offline-capable CRM stores data locally so crews can access information, take photos, and update job status even without connectivity. Everything syncs automatically when they're back online.

Look for apps designed for field conditions—large touch targets, simple navigation, offline mode, and workflows optimized for phones (not just desktop interfaces shrunk down). The best apps work with gloves on and don't require constant typing.

Photo documentation is critical for protecting your business. You need before, during, and after photos for every job. The challenge is getting crews to take photos consistently—the easier and faster your system makes it, the better your documentation will be.

Focus on core functionality: lead tracking, customer database, scheduling, mobile access, photo management, and basic reporting. Many systems include dozens of features you'll never use. Prioritize tools that solve your biggest pain points.

AI can automate time-consuming tasks like prioritizing leads, drafting follow-up messages, and surfacing important insights from your data. Look for practical applications that save real time—not just marketing buzzwords.

Most modern CRMs can integrate with accounting software, payment processors, and communication tools. The fewer separate systems you use, the less chance of data duplication and sync issues. Look for all-in-one solutions when possible.

Setup time varies dramatically. Well-designed systems can be running in hours or days. Complex enterprise software might take weeks or months. For small to medium businesses, look for systems that promise quick onboarding without extensive customization.

Team adoption is the biggest challenge with any new software. Choose systems designed for field workers, not just office staff. The software needs to make their jobs easier—not add extra work. Simple, fast, and offline-capable are key.

Most CRM providers offer data migration support. Basic customer lists are usually straightforward to import. More complex data may require additional work. Ask specifically about migration support, timelines, and any associated costs before committing.

JobRaven launches in April 2026 with a limited beta program. We're accepting the first 10 exterior contracting companies who want early access and the opportunity to influence feature development.

JobRaven is built AI-first, mobile-first, and offline-first for exterior contractors. We focus on core functionality without bloat, making software that field crews actually want to use because it makes their jobs easier.

Click "Request Beta Access" to submit your information. The first 10 beta users get 50% off for their first two years, priority support, free migration assistance, and voting rights on features. We're prioritizing companies with 1-15 crews currently using spreadsheets or looking to switch.