Running an HVAC business means juggling emergency calls, seasonal demand spikes, and multi-visit jobs that can span weeks. You’re dealing with a technician shortage, meanwhile customers expect rapid response times when their AC fails or their furnace breaks.

Human Resources firms face a unique set of challenges when managing client relationships. From tracking candidate pipelines and coordinating with hiring managers to managing client accounts and compliance documentation, HR workflow is multifaceted and high-touch. Traditional tools like spreadsheets or generic databases quickly fall short when firms scale, leaving communication gaps, workflow inefficiencies, and lost opportunities.

Running a roofing business is tough. You’re juggling estimates, managing crews, and trying to keep customers happy. On top of that, most roofing companies struggle to find a CRM that works for their unique needs.

Landscaping companies juggle seasonal crews, multiple job sites, and weather-dependent schedules — all while trying to track customer communications, quotes, and service histories. That’s a tough job, and without the right software to stay organized, you may miss opportunities and lose revenue. You need a flexible CRM that matches your daily reality.

As a mortgage professional, your livelihood depends on leads — how well you generate, capture, manage, and nurture them. And at some point, those spreadsheets just don’t cut it anymore. A CRM can help you with almost all of those aspects (depending on the CRM), which is why choosing the best mortgage CRM is crucial.

I’m not saying I exploited my position as managing editor to meet one of my favorite YouTubers…