A CRM for Contractors to Boost Business

When David Chism started his own business he needed a CRM for contractors.

The Need for a CRM for Contractors

The question of what a CRM for contractors should have was an easy one for him. David happened to have years of experience working in the painting contractor field. He’s a third-generation painting contractor himself based in the 

Washington D.C. area.

A David Creation
He was about to launch a new business but related to his field. He was about to open his own marketing management and consulting firm called A David Creation. His wanted to help other contractors win business with effective sales and marketing campaigns.

What a CRM for Contractors Has

When we interviewed him about how he found the right CRM for contractors, he told us his vision was clear from the start.


Having worked as an estimator and salesperson and with estimators and sales teams – he needed to have access to a CRM for contractors that would:

  • Make a contractor’s life easier in the office and in the field
  • An easy-to-use CRM for contractors
  • An easy-to-train and adaptable CRM for contractors
  • A CRM with the features that a contractor need to follow a sales start to finish
  • A CRM that runs reports
Basically he needed a CRM that would simplify the life of contractor. He also told us about what he didn’t want during his search for a CRM:
  • A complex CRM
  • A CRM that was hard to use
  • A CRM that required a lot of plugging in of data
He didn’t want a CRM his clients couldn’t use.

A CRM that Contractors Love

Ever since adopting Pipeline CRM as his CRM of choice for contractors, he has introduced it more than 75 percent of his clientele. He says he’s tried other CRMs – to understand what is in the market – but he has always been the most impressed with the CRM capabilities, functionality and ease of use of Pipeline CRM. He told us it has been consistently helpful to not only to his growing business but to the contractors he works for.

Wondering what his favorite CRM features that he thinks are key for contractors? He says those features are integrations with email, custom fields and project management tools. He told us that his experience using such features in other CRMs have been “super challenging.” With Pipeline CRM, work is just more productive.

Check out more details about how David chose a CRM tailored for contractors in our case study: A David Creation Builds Sales Solutions with Pipeline CRM



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