Best CRM for electrical contractors

If you’re an electrical contractor, chances are that you have the same types of customers over and over again. They might be small businesses, or they may be large corporations that require your services on a regular basis. Either way, there’s one thing that keeps happening with these customers over time: They get sick of waiting for an invoice or payment when they need something done immediately. I know how frustrating it can be to deal with these types of clients—that’s why we created our CRM for electrical contractors!

What Is an Electrical Contractor?

A CRM for electrical contractors should be able to track and manage customer data in a way that’s easy to understand. It should also be able to generate quotes, invoices, and other paperwork needed by your business.

An effective CRM solution will contain all of the essential features you’ll need to run your company efficiently:

  • Customer tracking—This includes collecting information about each customer (and their needs), including what they order from you and how much it costs them. You’ll also want this tool to let you know when customers upgrade their services or leave town so that you can get in touch with them before they cancel their accounts altogether!
  • Quoting tools—These allow electrical contractors to create estimates based on past projects and information about potential new work without having any actual blueprints handy at hand; instead, these programs rely solely upon computer-generated analysis which makes things considerably easier than trying to do all those calculations manually via spreadsheets alone.”

A CRM for Electrical Contractors

A CRM is a software system designed to help companies gain better insight into their customers and prospects. It’s used by businesses big and small, so it’s important to understand the benefits of using one before you dive in.

  • What Is A CRM For Electrical Contractors?

In its simplest form, a CRM is an online database that tracks all of your clients. You can use this information to build relationships with them over time, which will help you connect with new ones as well as keep track of existing ones—and more importantly, it will give you insight into how they interact with your products or services (or even other companies).

The Top 7 CRMs for Electrical Contractors

  • Salesforce CRM

This is the most popular CRM for contractors, and it’s easy to see why. It offers a wide range of features, including contact management and project management tools that help you manage your team and clients. Plus, there are plenty of free add-ons available if you need something more specific than what’s included in the standard version (like custom reports). The pricing for this software is also very reasonable—it’s not hard to find plans starting at just $5 per month!

Hubspot CRM

Hubspot CRM is a sales and marketing automation platform that can help you to manage your contacts, leads, and sales. It’s designed for small and medium-sized businesses.

Hubspot CRM has been used by more than 100,000 companies around the world since its launch in 2007—including yours! The company boasts a customer base of over 6 million users globally.

Hubspot CRM provides features like email marketing automation (it allows you to send automated emails), lead management (you can create lists of leads or customers), webinar scheduling (you can invite people who aren’t yet clients or prospects), social media posting/sharing capabilities (you can share news about your business on Facebook, etc.), phone call recording capabilities so that when someone calls in with questions after reading an email from you they’ll still be able to hear their inquiry answered without having had any prior knowledge about what he was asking; as well as lots more! There are also mobile apps available for iOS devices so those using iPhones or iPads won’t miss out on any important updates about how things are going at work either before heading off into town later today.”

Zoho CRM

Zoho CRM is a cloud-based CRM solution. It has a free version, a paid version (which includes advanced features), and an app for mobile devices.

Zoho’s web app is fully functional, but it does not have all the same bells and whistles that its mobile counterpart does. If you don’t need access to your data from anywhere other than your phone or computer, then using this option might be better for you—but if your business requires some flexibility with how customers interact with their accounts (i.e., mobile apps), then this option may not be right for them either!


Freshsales is a CRM for salespeople. It’s easy to use, has great features, and is affordable.

Freshsales offers a free trial with no credit card required. The app has a mobile version as well so you can access it on your phone or tablet when on the road or in the field.

Pipedrive CRM

Pipedrive CRM is a free and easy-to-use cloud-based software that helps electrical contractors manage their customer relationships. It also collects data on prospects, leads, and customers so you can analyze your sales pipeline and manage it more effectively.

Pipedrive’s mobile app allows you to access your records from anywhere at any time, while its web app provides a simple way for contractors who don’t have an internet connection or computer in the field—or those who want to work remotely—to access their Pipedrive account with just a click of their mouse (and no need for an internet connection). The desktop version of this software comes free with Pipedrive’s paid plans; however, if you’d rather try out our competitors’ solutions before committing yourself fully to ours then we recommend checking them out first!

Salesforce Lightning Professional Edition

Salesforce Lightning Professional Edition is the most powerful CRM system available. It’s perfect for electricians and other service providers who need to track sales, expenses, and assets as they work on projects.

  • What do I get with this version?

As the name suggests, Lightning Professional Edition gives you access to all of Salesforce’s features: from lead tracking tools and custom reports to advanced automation capabilities like strategic planning software that lets you set goals for your business’s overall performance over time. You can also use Salesforce’s mobile app so you can check in when on-site or even remotely based on where your team is located at any given moment (no matter what device they’re using). And if this sounds too complicated for you—don’t worry! There are also simpler options available for those just starting out: such as smaller sales cycles where only three leads come into play instead of 100+.

Microsoft Dynamics 365 Sales Enterprise

Microsoft Dynamics 365 Sales Enterprise is a CRM for electrical contractors. It integrates with other Microsoft services, like Power BI and Azure, so you can use it on any device, including mobile devices. You can also try out this product for free during its beta period.

The user community is very active, so if you have any questions or concerns about the product, there are plenty of online forums where people share their experiences with each other and answer questions about how to use the software effectively in your business.

Keap Pro

Keap Pro is a CRM for electrical contractors that has a special focus on project management. It’s an all-in-one solution that can help you grow your business and make sure everything goes smoothly when projects are underway.

Keap Pro has been designed with simplicity in mind, so it’s easy to use even if you don’t have much experience with CRMs or other software applications. The interface itself is intuitive and user-friendly, making it simple enough for anyone to understand how the program works without having any prior knowledge of how they work at all!


Ultimately, we think that the best CRM for electrical contractors is [insert name of product here].

In our opinion, it’s the most comprehensive and user-friendly option available. It has a number of features that can be useful to any contractor—from time tracking and project management to customer service and billing. And it’s backed by a strong customer service team who will help you get started on your new system in no time at all!


So there you have it, the top 7 CRMs for electrical contractors. If you’re a newbie and just want to know what CRM is, then this article should be enough to get started. We hope that this list has helped you narrow down your options and make an informed decision about which one is right for your business!

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