Integrating Accounting Software With CRMs: What to Look for Before You Pick a Roofing CRM

Most roofing companies with fewer than ten people don’t have a full-time bookkeeper, so the owner or an office manager ends up retyping job totals, deposits, and supplier costs from one program into another. Integrating accounting software with CRM records removes that step. When the CRM system you use for sales and jobs passes its […]