What is Caliber CRM?Caliber CRM is a cloud-based customer relationship management (CRM) solution designed to help insurance and retail-based contractors with managing processes for canvassing, sales, estimating, supplementing, production, accounting, customer services, reporting, and more. Key features include automated communications, estimation, lead management, and process automation.
The Caliber platform comes with a centralized dashboard, which enables administrators to add lead information such as name, company, address, city of residence, phone number, and email address, as well as visualize monthly sales, daily appointments, task lists, and messages in the message board. Contractors can use the system to enter customer information across multiple neighbourhoods, synchronize website leads with the CRM, input referrals sent by sales representatives, and generate contracts for various jobs.
Caliber CRM offers integration with third-party applications such as Hoover and Eagleview, helping team members take accurate measurements. It allows field-based teams to create estimates on the go, as well as collaborate with managers in real-time. Businesses can also generate reports to monitor performance by location, production details, and sales volume.