How CRM helps to Inspection company

Variance InfoTech Pvt Ltd
4 min readDec 29, 2020


Customer relationship management is an approach to manage a company’s interaction with current and potential customers.

It uses data analysis about customer history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.

Customer Relationship Management helps you to reduce risk, control quality, meet all relevant regulatory requirements.

CRM Software for Field Inspection Company, No matter what is the size of your business, Inspection software can help you manage your Inspections. and inspection software communicates with your client’s internal systems and inspectors in the field.

There are many industries that use CRM software for their business growth, manage their database and secure them into one software.

Why should you build CRM for Inspection?

  1. CRM can handle your Scalability whether you have 10 Inspections or 100k.
  2. Stop wasting time paying or sending invoices. We do it in minutes, not days using CRM.
  3. Auto import checks.
  4. Export your order management system to your favorite accounting system.
  5. we integrate with mobile platforms for your contractors.
  6. Huge reports library.
  7. Retrieve your data for reporting.
  8. Photo fraud detection.
  9. Easy to manage and maintain all reports related to Technical detection.

Automate your inspections using CRM software, so you can love what you do!

CRM is intuitive and easy to use, which means they’re also easy for your business to support. CRM interface allows employees to use familiar actions like swiping, scrolling, and tapping to capture data, stay organized, and adapt to new forms and workflows more quickly.

No Coding experience necessary.

Powerful CRM tools produce amazing results. Familiar tools produce rapid results. CRM designer is built to support the most powerful and familiar productivity and collaboration systems in the enterprise today, including Microsoft Office.

Which Inspection Industries have their own CRMs?

Here are some of the most common industries with dedicated CRMs.

Inspection Industries that are highly regulated:

  • Healthcare
  • Insurance
  • Government agencies
  • Manufacturing
  • Mortgage lending

Industries with very specific processes and workflows (and lots of moving parts):

  • Hospitality
  • Construction
  • Consultants

Industries that involve managing a large workforce of agents or resellers, all of whom have their own listings, clients, and sales:

  • Real estate firms
  • Automotive sales
  • Franchise management

Salesforce remains the CRM for Inspection Industry leader

According to Gartner’s research on the CRM market conducted in 2019, Salesforce is the leading CRM vendor with 19.5% of the CRM market share. Salesforce is twice bigger by share than its nearest rival, SAP. And among all CRM vendors present in the research, only Adobe grew its share during the period under analysis.

The research shows that although the notion of CRM is synonymous with Salesforce for many CRM users, it’s not the only choice as other vendors have their loyal customer base.

Increase in cloud-based Inspection CRM Solutions

It’s this increasing need to access their software from multiple devices and locations that have led to the rise of using cloud-based CRM solutions for Inspection Software

In 2008, only 12% of businesses used cloud-based Inspection CRM — This figure has now increased to 56%!

CRM software revenue forecast (millions of USD)

So, where do these projections come from?

Each year, 70% of businesses state they plan to increase spending on technology. The figure remains the same in 2020.

This is highlighted by the fact that just 2% of businesses plan to decrease spending this year.

We can see that CRM software leads this technology investment, with 49% of businesses planning to increase spending. This is not just to keep up with their competitors, but also as a result of improving sales.

In the chart below, we can see a more in-depth breakdown of how businesses plan to invest in CRM related technology.

Topping this table is 47% of Inspection Industry planning to increase spending on help desk and customer service software.

The investment in customer service software shows the intention of businesses to retain existing client reports. By not only improving Inspection service but also providing online self-help options.

A CRM system that supports sales, customer service or marketing activities is a must for Inspection Industry who do not want to fall behind the competition. To help sales, marketing and customer service teams make the most of CRM’s functionality, it’s necessary to provide CRM customization, integration with external systems, and ensure user adoption.



Variance InfoTech Pvt Ltd

Leading vTiger Open Source, Salesforce & SuiteCRM CRM solution consultants in India. Delivered 20+ iOS & Android Mobile app solutions.