Information in the Office or the Field
“The notes feature has been wonderful because we're out in the field working on projects. If Elon needs to access something, he can get in on the app, and he can see if I already called the lead that came in. He can also look up their address, and the information that he needs, and he can view the notes for what has already been done or discussed with that particular client.”
Elon agrees, adding “It helps me out in the field as well, because I can log in and see if there's anything I need to do for that particular customer, or it's been updated or if I need to call them.
They particularly rely on the scheduling feature. Says Lindsay, “One of the features that has really helped to keep us both on point and make sure we don't miss any appointments is having our calendar linked up with our Houzz Pro CRM. We're able to go in there, send an invitation to the client, they accept it, then it’s on our calendar. It just keeps everything running very smoothly. We have all the information right there. Elon has the link and knows the date and time and address and contact information for each of the clients.It also really shows the client how professional we are.