A Checklist to Efficient Customer Relationship Management (CRM)

Download to start tracking your progress!

We've written 18 questions designed to get you thinking about the efficiency of your CRM.


If you are interested in growing your plumbing, heating, gas, or electrical company, then it's important to take stock and really think about what's best for your business.

This means reflecting on where you've been to understand how best to move forward. With this Checklist, sit down with your team and take the time to consider the variety of questions for maintaining and building on your database.

They're open-ended, to get you thinking about what's worked so far, what hasn't, and what may yet still need to change.

In this Checklist, you'll find questions, including:

  • Have I spoken with relevant staff about our current (or potential) CRM solutions?
  • Do we have a system in place for feedback and are we acting on it (both the good and the bad) when it’s given?
  • Is the software easy to use? Consider how your engineers use it when out in the field, as well as your staff back in the office.

We've also advised on "The actions you can take" in each section of the checklist.

So, whether you're interested in how best to utilise technology, or feel you could benefit from being better organised, you're sure to find the questions provocative and useful.

Download your Checklist!

"I think Commusoft is a must for anyone looking to expand and progress their business."