You Have to Combine CRM with Electronic Signatures
You might think, "Well, I've used electronic signatures in the past, and I know how to use them." However, you may not know that electronic signatures for local service businesses like yours rely on integration with CRM, which stands for customer relationship management software.
A great CRM will allow you to create new, current, and prospective customers in seconds. When you properly set up your CRM with your products, services, descriptions, and pricing, you then need to add your legal agreement for these services.
You’ll go from Mad Men to The Man.
You could meet anyone anywhere, send them an estimate or agreement with their pricing, and then click a button to sign the deal electronically in a minute.
Phone Call Scenario for electronic signatures
Someone finds you locally on Google and immediately calls you because they want your local Home Improvement services. During the call, you create a profile for them in seconds. In that profile, you have questions that you could ask them, and then you record their answers in the CRM.
In the CRM, you also have helpful tips, tricks, and ideas to give the customer. You can discuss your inventory, pricing, and terms and conditions on the same call. Before you end the call, send your agreement to their phone and ask them,
“Are you ready to solve this?”
This is not pushy sales. This is efficiency. They told you a problem, and in minutes, you described how to solve it, and what it costs, and with a simple click of a button, you get a new customer, and they get the solution.
If you have a system that is well thought out, the person on the phone will immediately understand they're dealing with the local expert in your industry, and your closing rates will increase.
That's The Power of having a fully integrated CRM with electronic signatures for your business.
Social Gatherings Scenario
You're at a birthday party, and guys and gals start talking about their homes. One guy says, "I’m excited to build my home office, but I don't know anything about HVAC systems. And it gets freaking cold during the winter. That's a big project that we probably need to get done."
It's like a miracle. You own or work for an HVAC company. You can pull out your smartphone, and in one to two minutes, you can create a mock estimate/agreement and tell them this is what it would take both in terms of time and money from an HVAC company like mine.
There was no Hard Sell. You just took the time to educate them that if they chose you or someone else locally, they should look for these things.
The speed with which you could give them a possible solution, all with a couple of clicks on your cell phone, will show them that you and your company are the real deal.
Branding and Becoming a Salesperson anytime
Imagine that you're anywhere in public, but let's say you're at your son or daughter's soccer game, and there are about 100 to 200 people there. You know, parents love to talk about the latest projects. They also love to bash the local trades' pricing and timelines.
You listen, wait for your moment, and say,
"Yep, sounds like an inexperienced roofing company. I've been roofing for 15 years, and you're right. You shouldn't have been treated that way, and that price seems way off the mark.”
You whip out your phone and crunch some numbers in a minute or two; you can Showcase what the actual price should have been for each line item.
Even if they already got the job done, the person you're talking to and the rest of the people listening in on the conversation are going to realize that if they need a new roof, roofing repairs, anything roofing-related, you're the best person to call.
Operation help a friend and brand your company is completed.
Onsite Quote Scenario
You get a lead and schedule an onsite inspection.
During the inspection, you use a tablet or phone to take notes and pictures to document everything. Ultimately, you pull the person to the side and walk them through your notes and the photos you took, proving your reasons. Then, you transition into the agreement with pricing to show them what it would cost to complete the project.
“ Are you ready to get this fixed?”
You don't spend time asking them if you're their choice; you just get right to the point and say these are all of your problems. I can fix all your problems, and here's what it will cost.
Because you properly set up your CRM with your products, services, agreements, and descriptions, everything is squared away for you. You will close a deal or move on to your next on-site inspection.
Ready to Close Deals Faster?
TIP offers a cutting-edge CRM solution tailored to local businesses like yours. Our team doesn’t just install software—we partner with you to fully implement the system. We’ll help you:

- Set up your products and service descriptions.
- Configure user permissions and intuitive dashboards.
- Streamline invoicing and integrate payment gateways.
- Then provide initial video recorded training for you and your team, then provide quarterly training as needed.
- From start to finish, we ensure your CRM is optimized to save time, close deals faster, and make running your business a breeze.
If you want to read more, you can visit our
CRM services page.
