10 Best CRMs For Electricians & Electrical Contractors

The table below shows a quick price comparison of all the Electrician and Electrical Contractor CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Thryv	$199	14 day
ClickUp	Free plan available then $7	No trial available
Nimble CRM	$29.90	14 day
Orgzit	$29	30 day
Method CRM	$25	14 day
Evolved Metrics	$25	1 month
Jobber	$69	14 day
ServiceTitan	Not stated	No trial available
Housecall Pro	$49	14 day
ZenTrades	Not stated	No trial available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

Sections

1. Thryv

They offer a do-it-all software platform for small businesses which is suitable for electricians.
It enables you to digitize your processes and automate routines to reduce administrative tasks and save time in your day to do more billable work.
You can set up automatic follow-up messages to build stronger relationships and increase recommendations.
It can support your marketing efforts by helping you boost your online presence and make it easier for customers to find you.
The software can aid you in digitizing your documents including estimates, invoicing, contracts and other documents to make it easier to store, organize and find them.
It can streamline your scheduling to make it easier to book appointments online at any time.
The software offers automated reminders to minimize no-shows and save time on admin.
You can simplify your estimating and invoicing by producing digital documents that enable you to gain approval or payment straight away.
It can be integrated seamlessly with other software and tools to increase its functionality.
A 14-day free trial is available for you to sample the CRM before committing to a plan.

Website: https://www.thryv.com/reference/software-for-electricians/

2. ClickUp

Offers CRM software for electrical contractors that can help streamline your customer interactions.
They provide a customizable CRM that caters specifically for electrical contractors’ needs and helps boost efficiency and grow the business.
It allows you to track leads, improve communications and manage your projects all in one place.
The CRM can organize and streamline your workflows to aid your productivity.
You can store, organize and analyze your contacts and customers in the database including adding links to documents and tasks.
It allows you to automate task assignments in your pipeline and trigger status updates as well as alert your team to their priorities.
The CRM can assist with capturing leads, track and qualify the leads as well as score them based on predefined criteria and then nurture them.
It can help you with personalizing your communications and automate follow-ups.
The CRM can also support project management, invoicing and financial tracking.
They offer a free plan for personal use only which could be used to sample the software.

Website: https://clickup.com/features/crm/electrical-contractors

3. Nimble CRM

They offer CRM software for electricians that caters for individuals and larger-scale contractors.
It offers a user-friendly interface on a customizable CRM that can manage a range of functions.
The CRM manages all of your client data in one place to make it easier to manage relationships.
You can manage your communications through the CRM so you can send group emails and segment your contacts to aid targeting.
It enables you to automate your processes including task distribution and tender progression.
They provide a calendar feature to aid you in planning your time and ensure that you don’t miss a deadline.
It can assist you in managing your inventory more effectively so you know what you have in stock.
A mobile app is available so that you can access your data, contracts and issue invoices from anywhere.
They provide a dashboard that allows you to track your tasks and monitor your business by producing reports.
Offers a 14-day free trial of the CRM so you can learn more about it.

Website: https://www.nimble.com/crm-software/nimble-crm-software-for-electricians/

4. Orgzit

Offers an all-in-one CRM that caters for electrical businesses to aid them in managing their customers.
It helps you to centralize all your information for your contacts and projects.
The CRM can assist you in accessing highly technical product information to support you.
It can aid you in managing your operations and not miss anything with the ability to set up follow-up reminders and automate emails.
The CRM provides seamless communication across departments to deliver collaboration through a unified platform.
They provide a sales pipeline to aid you in managing your leads and bids more effectively.
It can assist you with ordering and inventory management to streamline your operations.
The CRM also offers support with estimates, quotes and invoices to aid your finance functions in one place.
They provide a dashboard to track your performance and gain visibility as well as access reports with actionable insights.
A 30-day free trial is available of the CRM to enable you to see more about the software.

Website: https://orgzit.com/

5. Method

They claim to offer the best electrical contractor software for QuickBooks users to save time on accounting and reduce data entry.
It has a user-friendly interface to aid you in managing your customers and operations with a range of features.
You can store all your customer information including their booking history and special requests.
It can support you in creating a more personalized service for your customers.
The software provides an intelligent scheduling suite to aid you in dispatching your technicians.
They offer an online portal for customers which enables self-service for payments, approval of estimates and more.
It can automate your tasks to reduce admin tasks and enable you to focus on more skilled tasks.
You can access the CRM on the go to enable your field staff to access the data they need on the job.
It can be integrated with a range of software to synchronize data and save time on data entry.
Offers a 14-day free trial of the software to enable you to learn more about it.

Website: https://www.method.me/resources/best-electrical-contractor-software/

6. Evolved Metrics

Offers a CRM that caters for electrical contractors that can help you to build stronger relationships with your clients.
They offer a cloud-based system that can be accessed from anywhere to support your field teams.
It centralizes all your customer and project data in one place so it is easily accessible by all of your teams.
The CRM helps you to automate your processes so that you can reduce admin tasks.
It can be integrated with your email and calendars so that you can manage all your interactions and appointments in one place.
You can monitor all your activities and manage follow-ups through the CRM to ensure nothing is missed.
It enables you to track your communications and gain meaningful metrics from the interactions.
The CRM can be easily configured to make it easy to change views, tags, information and settings to manage your business more effectively.
It provides actionable insights as it offers analytics and business intelligence through the dashboard and reports to help you see what is happening in your business and make improvements.
You can access a free month trial of the CRM as well as a demo so you can sample the software before you commit to it.

Website: https://evolvedmetrics.com/crm-for-electrical-contractors/

7. Jobber

They offer electrical contractor software that supports a range of functions including a CRM all in one place and system.
It enables you to manage your tasks in the office, on the road and the job site.
The CRM brings together all your customer information including details, jobs and invoices in one place.
It can help you in scheduling your service calls and assist with optimizing routes.
You can effectively manage your customers and projects through the CRM with greater insight and control.
It can assist with managing your follow-ups and providing automation such as text and emails to customers.
They provide the ability to create quotes and collect signatures on the spot.
It offers invoicing and payment facilities that enable you to accept payments online or on the spot.
They offer a client hub which clients can access 24/7 online to request jobs, sign off quotes, confirm job details and make payments.
A 14-day free trial is available to allow you to explore the software.

Website: https://getjobber.com/industries/electrical-contractor-software/

8. ServiceTitan

Offers electrical contractor software that can boost productivity and help you to scale your business.
It is designed to help you connect your office and field teams as well as provide them both with access to the same customer information through the mobile app.
The software is an all-in-one configurable platform that can help you deliver your services more efficiently.
It can optimize your workflows and build processes to improve your operations.
You can automate processes to enable you to reduce admin and save time on admin tasks.
The CRM can store customer information, service history and invoices in one place.
They provide a client portal to allow clients to view service history, request work orders and pay bills.
It also enables you to create proposals, access job costing data, and monitor invoices.
You can access real-time reports to find out more about your profits, performance and other data.
They offer a demo of the software so you can see for yourself what it can do.

Website: https://www.servicetitan.com/industries/electrical-software

9. Housecall Pro

They offer an electrician CRM that is designed to help streamline your data and manage customers more effectively.
It is an all-in-one platform that can manage a range of roles including lead generation, online bookings, customer tracking and job estimates to payments.
You can deliver a personalized service using the CRM to record details about the customer and property and tailor your services accordingly.
It can streamline your workflows to make processes more efficient and less time-consuming.
You can create custom project checklists to support you with tasks such as onboarding, service reminders and invoicing.
It enables you to track leads more efficiently on pipelines and increase conversion rates using automation.
They provide the ability to book appointments 24/7 online with automated confirmation texts and appointment reminders.
It can assist you with digital invoices and aid you in taking payments in person, online and over the phone.
You can access reports and analyze the performance of the business and the profitability of jobs.
A free trial is available for 14 days so you can explore what the software is capable of before committing to it.

Website: https://www.housecallpro.com/industries/electrical-contractor-software/crm/

10. ZenTrades

Offers specialist software that is an all-in-one electrical contractor software to help with efficient job management.
It is designed to help with every step of your workflow in a single platform to optimize your operations.
The software supports internal communications by aiding collaboration between teams and assists in increasing productivity.
It can streamline your processes such as job costing, and automate processes including producing insights and reminders.
They provide tools that enable you to offer online booking and manage your invoices.
You can utilize the software to aid with scheduling and send notifications and reminders to all involved.
It helps you manage customer interactions through complete records for customers and leads with a sales pipeline to monitor progress.
The software can aid with billing and estimating so that you can produce professional documents, track them and get paid faster.
It can produce reports that enable you to easily track progress and share information with other bodies when necessary.
They offer a demo of the software so you can see more of it and how it works.

Website: https://zentrades.pro/zenelectrical/