Setting up ZOHO CRM for a remodeling contracting business
I'm a small remodeling contractor. Generally, I have a small number of leads because I get most of my business through references. However, I do have a lot of correspondence with the client, subcontractors, vendors, etc. once I do have a job. I will also have multiple jobs per client.
I've been thinking about how to structure ZOHO CRM to meet my needs.
Leads-would be leads
Now the questions--Should I make Accounts the client name and contacts be each job for that client. Or consider all vendors, subcontractors, etc. be contacts and the job be the Account.
Or is there a better solution. I'm open to suggestions.
Does anyone have an example of a contracting business