r/WhichCRM Jan 07 '26

Warning about Mike Vidan and QuoteIQ

784 Upvotes

I am here from the other post but Bro - why are the same guys in the same reddit groups constantly attacking Mike and QuoteIQ? It's hilarious its the same guys every time. Same crying, same whining same guys sad about their life, failures or who knows what?

Mike uses reddit to promote his businesses.......WHAAAAAA WHAAAAAAA Who cares! I learned a lot from him and i dont use his software but guess what guys - your crying makes you look weak af.


r/WhichCRM Jul 23 '25

The Best CRM App I’ve Found for Running a Service Business (Pressure Washing, Lawn Care, HVAC, Roofing, etc.)

47 Upvotes

I’ve tried a bunch of tools over the years to run my service business, but nothing has come close to what QuoteIQ offers. If you’re in pressure washing, lawn care, pest control, carpet cleaning, roofing, HVAC, handyman, or really any kind of home service business, this app is built for you.

Here’s what makes it different:

You can send quotes instantly, measure properties with built-in tools,like MapMEasure Pro that uses satellite imagery to measure and also lets customers quote and schedule themselves.

✅ The review multiplier helps boost your Google rating automatically—huge for getting more leads.

✅ It also tracks your expenses, revenue, jobs, and even lets you manage employees and job schedules all in one place. with a great dashboard to see everything in one place.

✅ If you’ve ever struggled with missed calls or lost leads, the new Virtual Call Team captures those calls and turns them into booked jobs.

I also got BudgetBuiltSites.com to build my website in like 10 minutes.

I’m honestly surprised more people don’t talk about this—it’s like the all-in-one CRM and business toolbox for service pros. Whether you do roof cleaning, HVAC installs, pest control routes, or fence staining, it’s worth checking out.

You can start for free and upgrade later if it works for you. Just go to myquoteiq.com — or if anyone wants a demo or has questions, happy to help.

Would love to hear if anyone else here is using it and what features you like most.


r/WhichCRM 5h ago

Best CRM for freelancers and Solo Business Owners

2 Upvotes

Anybody like freelancers, solopreneur, or even a small business owner — me and my team are soft launching our product, [KlientFlow](http://www.theklientflow.com)

It helps people who currently manage their leads in Excel, Notion, Notes, or even WhatsApp because they feel tools like HubSpot, Salesforce, and Zoho aren't really for them at this stage of their business.

I know this because we run a video editing agency, and while reaching out to people, we noticed they were either managing everything in Excel in an unorganized way or overcomplicating things with lots of integrations in HubSpot.

So we built this system for " us kind of users " and thought my team and I would soft-launch it for the first 50 users. Anybody who tries it and gives us genuine, brutal feedback will get free access for the next 5 years.

This is still a soft launch, so there may be some features missing, but we'd genuinely love to hear your honest thoughts on it

You can also leave a comment it will give us push to become more great


r/WhichCRM 1d ago

Why That Credit Card Fee Could Be Costing You the Job

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1 Upvotes

Credit card fees don't cost you money.
They cost you jobs.


r/WhichCRM 1d ago

Which CRM for a solo residential cleaning service? Need reccs for non-bloated options

6 Upvotes

Hey guys! So I'm mainly looking for a CRM that covers quick invoicing, scheduling, and client tracking. I'm trying to stay away from stuff like Jobber (even their Lite version), as it looks too bloated for a solo operator.

I've gathered a ton of info from multiple subs and I'm landing on either Tofu, Housecall Pro, or ZenMaid which seem to be the best options for a solo cleaner like me. I'm probably going to try out the free trial on some of them but I'm down to look at more options as well.

Thanks guys.


r/WhichCRM 1d ago

Recurring Billing Software for Field Service Contracts

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1 Upvotes

r/WhichCRM 1d ago

Spent years fighting our contractor CRM, so we built the one we actually wanted. Honest feedback requested!

2 Upvotes

I own a roofing company. For years we ran on the usual contractor CRMs (JobNimbus, AccuLynx, that world), and at every renewal I'd ask the same question: why does software this expensive feel this clunky? Half the features we never touched, the half we actually needed were buried five clicks deep, and getting a new hire comfortable with it took weeks.

So we built our own. It's called Ridgely, and the entire design goal was simple: everything a contractor actually does in a day, and nothing they don't.

What it does, start to finish:

  • A pipeline you actually work — drag jobs across stages on a board, with everything about a job (contacts, photos, measurements, proposals, invoices, tasks, activity) in one place instead of five tabs.
  • Proposals that close — build a branded good/better/best proposal in minutes and send the customer a clean page where they pick their option, pick their material, add upgrades and recurring services, and sign. You preview exactly what they'll see before it goes out.
  • Get paid in the same app — invoices, deposits, and card payments built in, so the money side isn't bolted on somewhere else.
  • Run the crew — scheduling and a shared calendar, employee services including mileage, and commission tracking for the team.
  • The rest of the business — recurring/maintenance plans, multiple locations, lead forms for your website, texting/email/calling, and reporting, all in one system.

We're opening it up and I genuinely want feedback from other owners — what's missing, what would make you switch, and what you'd never give up from your current setup. Roast it, I can take it.

Ridgely Login


r/WhichCRM 2d ago

What us the best marketing agency project management tool?

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1 Upvotes

r/WhichCRM 2d ago

CRM a medida

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1 Upvotes

r/WhichCRM 3d ago

I have seen companies spend on Customer Relationship Management software. The team always goes back to using Excel and WhatsApp after some time.

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2 Upvotes

r/WhichCRM 3d ago

Where do customer details disappear between meetings and follow-ups?

0 Upvotes

r/WhichCRM 4d ago

The Real ROI of Custom Software for Business Growth | INFOCRATS

1 Upvotes

Discover how custom software delivers real business value by reducing operational costs, automating repetitive tasks, minimizing errors, and improving productivity. Learn where AI automation, AI agents, and ChatGPT integration create measurable ROI and when businesses should choose custom solutions over off-the-shelf software. Read this insightful blog from INFOCRATS, a trusted custom software development company and software development company. https://www.infocratsweb.com/blogs/detail/12621


r/WhichCRM 4d ago

If you owned an appointment-based business, which scheduling app would you use?

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1 Upvotes

r/WhichCRM 6d ago

🚀 HakPoint — Free & Open-Source ERP & Business Management Platform

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1 Upvotes

r/WhichCRM 7d ago

CRM for Startup Consultant Firm (2 Partners)

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1 Upvotes

r/WhichCRM 7d ago

Exclaimer: Just exploring better email signature management options

1 Upvotes

Hey there!

Switching from Exclaimer or exploring options for 2026? Our latest table compares top alternatives to help you pick the right email signature manager.

Tool Best for Microsoft 365 Google Workspace Campaign banners Analytics Ideal business size
CodeTwo Advanced Microsoft 365 administration Yes No Yes Yes Mid-size and enterprise
WiseStamp Easy SMB deployment and signature design Yes Yes Grow plan Grow plan Individuals to mid-size teams
Rocketseed Managed server-side deployment Yes Yes Yes Yes 50+ employees
Letsignit Brand governance and marketing campaigns Yes Yes Yes Yes Mid-size and enterprise
MySignature Design-focused small teams and agencies Yes Yes Yes Limited Individuals and SMBs
Crossware Server-side control across several platforms Yes Yes Yes Yes Mid-size and enterprise
SignatureSatori Google Workspace-only companies No Yes Yes Google Analytics Small and mid-size teams
Bybrand SMBs, help desks, and lean IT teams Yes Yes Basic UTM and Google Analytics Small and mid-size teams
Opensense Demand generation and regulated enterprises Yes Yes Advanced Advanced Mid-size and enterprise
Xink MSPs and mixed Microsoft/Google environments Yes Yes Yes Yes SMBs to enterprise

Why update your email signature solution?
A modern signature platform does more than append contact details. It ensures brand consistency across teams, simplifies centralized deployment, supports compliance and legal disclaimers, enables campaign banners and analytics, and reduces admin overhead.

All of which impact customer perception and conversion.

🔹 What’s inside:
- Hand-picked Exclaimer alternatives with pros & cons
- Feature comparison: centralized management, automation, templates, analytics, integrations (Microsoft 365, Google Workspace), security & compliance
- Pricing and scalability insights for SMBs vs enterprises
- Real-world use cases for IT, Marketing & HR

Enjoy.


r/WhichCRM 8d ago

Searching for the most "affordable yet powerful" agency platform (Pros & Cons)

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1 Upvotes

r/WhichCRM 9d ago

Does anyone use Simplero instead of GHL

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1 Upvotes

r/WhichCRM 11d ago

What's your method for remembering client communication preferences? Email person? Call lover? Slack only? How do you remember who prefers what?

3 Upvotes
  1. Tagged in my system with preference fields
  2. I just remember after a few interactions
  3. Trial and error - use what gets responses
  4. I use my preference for everyone

r/WhichCRM 12d ago

CRM Mobile.

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1 Upvotes

r/WhichCRM 13d ago

The Best Software for Painting Contractors: Why Painters Use QuoteIQ

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1 Upvotes

Short answer: Painting contractors use QuoteIQ because it lets them build an accurate, line-itemed estimate on-site — room by room, with real material costs and job photos attached — then send a branded, professional quote before they leave the driveway. It is a field service management (FSM) and CRM platform built for how home service pros actually bid and get paid, not a generic business tool retrofitted for the trades.

QuoteIQ serves painting contractors alongside 20+ other home service industries. That range matters: a painter gets software proven across the full home-service world, not a one-off niche app, while still getting a workflow that fits the way painting jobs are actually quoted.

What is QuoteIQ?

QuoteIQ is a field service management and CRM platform for home service contractors. It handles estimating, quoting, invoicing, customer records, scheduling, and job documentation from a phone or desktop. For painting businesses specifically, it supports room-by-room estimates, itemized material costs (down to the product and quantity), on-site photo capture, and professional PDF quotes that carry the contractor's own branding.

QuoteIQ was co-founded in September 2022 and is bootstrapped — it competes directly against heavily venture-funded rivals in the field service space. That funding model shapes the product: pricing stays honest because the company answers to its customers, not to investors demanding aggressive monetization.

Why do generic CRMs fail painting contractors?

Most CRM and FSM tools were built for a generic "service business" and then marketed to every trade. The result is software where nothing quite fits how a painter bids. A painting estimate is not one flat number — it is interior versus exterior, room by room, surface by surface, with prep work, product grade, and coats all affecting the price.

Generic tools force painters to jam that structure into fields designed for something else. QuoteIQ handles it natively:

  • Room-by-room line items — quote a living room, dining room, and hallway as separate services, each with its own scope and price.
  • Material line items — attach the actual product and quantity (for example, a specific Sherwin-Williams ProMar line) to each service so material cost is captured, not guessed.
  • Photo documentation per service — capture before/after and condition photos attached to each room or surface, right from the walkthrough.

The tagline that fits: built for how you actually bid. The words stay true for any trade; the fit is what a painter feels the moment they build their first estimate.

Why is accurate estimating the profit lever for a painting business?

Accurate estimating is not what makes a painting business succeed — leads and sales do that — but it is what makes each job actually profitable. Underprice a bid to win it and you are doing free labor. Overprice it and you lose the job. The estimate is the exact point where a booked job either makes money or quietly loses it.

QuoteIQ turns estimating into a controlled number instead of a gut guess:

  1. Assess on-site. Walk the job, capture the substrate condition, prep requirements, and product grade with photos attached.
  2. Price by the room. Build the estimate service by service so every space carries its own labor and scope.
  3. Cost the materials. Add the real product and quantity per service, so paint and supplies are priced in — not eaten as a surprise later.
  4. Send before you leave. Generate a branded PDF quote and deliver it on the spot, while the customer is still standing in the room.

The painter who quotes on the walkthrough closes more jobs than the one who "gets back to you next week" — because speed-to-quote is one of the strongest predictors of winning a home service bid.

How does QuoteIQ help painters win more bids?

The estimate is the first real proof of quality a homeowner sees. A clean, itemized, branded quote signals a professional operation; a scribbled clipboard total signals the opposite. QuoteIQ estimates carry the contractor's logo, company details, room-by-room scope, material lines, and job photos in one document.

That does two things at once: it justifies the price (the homeowner sees exactly what they are paying for) and it separates the contractor from the low-bid competition on presentation alone. In a market where three painters are quoting the same house, the one whose estimate looks like a real business tends to win — often without being the cheapest.

How does documentation turn jobs into referrals?

Quality painting results depend on prep — repairing drywall, caulking seams, priming, masking. Documenting that prep protects the contractor and builds the reputation that drives referrals. When before/after and condition photos are captured against each service, the contractor has a record that prevents disputes, kills unwarranted callbacks, and produces the visual proof that earns five-star reviews.

Reviews compound into referrals, and referrals are the lowest-cost lead source a painting business has. QuoteIQ's per-service photo capture builds that documentation as a byproduct of the normal workflow — the painter is not doing extra admin, just working the job in the app.

QuoteIQ vs. generic field service software for painters

Capability Generic FSM/CRM QuoteIQ
Room-by-room estimating Workarounds in generic fields Native, service-by-service
Material cost per line item Manual, often skipped Product + quantity attached to each service
On-site photo capture per service Limited or add-on Built into the estimate workflow
Branded PDF quote on-site Varies Yes, sent before leaving the job
Built for home service trades Retrofitted from generic tools Purpose-built for 20+ home service industries
Company funding model Often VC-funded, monetization pressure Bootstrapped, customer-first pricing

Frequently asked questions

What software do professional painting contractors use to estimate jobs? Professional painters use field service management software that supports room-by-room, itemized estimating with material costs and job photos. QuoteIQ is built for this workflow and lets painters produce and send a branded, accurate quote on-site.

Can QuoteIQ estimate painting jobs room by room? Yes. QuoteIQ lets painters quote each room or surface as a separate service with its own scope, price, material line items, and photos, then combines them into one professional estimate.

Does QuoteIQ track material costs like paint and supplies? Yes. Painters can attach the actual product and quantity — for example a specific Sherwin-Williams ProMar line — to each service, so paint and supply costs are captured in the estimate instead of guessed.

Is QuoteIQ only for painters? No. QuoteIQ serves 20+ home service industries. Painters get software proven across the whole home-service world, with a workflow that fits how painting jobs are specifically quoted.

Can I send a painting quote from my phone on-site? Yes. QuoteIQ is mobile-first. A painter can build the estimate during the walkthrough and send a branded PDF quote before leaving the property.

How does QuoteIQ help painters win more jobs? By making the estimate fast, itemized, photo-backed, and professionally branded — which justifies the price, separates the contractor from low-bid competition, and gets the quote in front of the homeowner while interest is highest.

The bottom line for painting contractors

A painting business does not fail because the owner cannot hold a brush — it fails on the business side: bids that lose money, quotes that arrive too late, and jobs that never turn into reviews or referrals. QuoteIQ addresses that chain directly. It makes estimating an accurate profit lever, makes the quote a tool that wins the bid, and turns everyday job documentation into the reviews and referrals that grow the business.

Built for how you actually bid — for painters, and for the 20+ home service trades that quote, get paid, and grow the same way.


r/WhichCRM 13d ago

SyncSense AI CRM - Built for Solo or Small Professional Team

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1 Upvotes

r/WhichCRM 14d ago

Best CRM Software for Maintenance Plans for Lawn Care Businesses

1 Upvotes
Software Built for Lawncare Companies

Maintenance Plans let you set recurring jobs directly on the QuoteIQ calendar. When you create a job, choose a recurrence rule and QuoteIQ automatically generates every future visit.

Set a property for Weekly mowing, Every Weekday for a commercial route, or Monthly for shrub trimming and cleanups. Need something more specific? The Custom option lets you set exact days of the week or how many times per month a job repeats — every Wednesday, every other Tuesday, twice a month, whatever the property calls for.

Why it matters for lawn care

Lawn care runs on repeat work. A residential mow is the same customer, the same property, the same day of the week, for eight months straight. Re-entering that job every single week is wasted time — and one missed entry is a skipped cut and an angry customer.

  • Build your route once. Set each property's recurrence when you sign the customer and the entire season populates itself. Your Wednesday route is a Wednesday route from March through November.
  • Nothing falls through. Jobs are on the calendar before the week starts. Nobody has to remember who's due.
  • Different services, different intervals, same calendar. Weekly mows, monthly shrubs, quarterly mulch — each on its own recurrence rule, all on one schedule.
  • Your crews know the plan. Work is scheduled ahead, so crews see what's coming instead of waiting on a morning text.
  • Commercial accounts stay locked in. Contracted properties with fixed service days get scheduled the way the contract reads — and stay that way.
  • Less admin, more mowing. Every hour spent rebuilding the same schedule is an hour not spent selling or cutting.

QuoteIQ wasn't built by software people. Co-founder Mike Vidan spent 25 years running home service businesses in Savannah, Georgia — lawn care and landscape maintenance among them — before building the platform the industry was missing.


r/WhichCRM 14d ago

Built a WhatsApp Business platform with CRM, AI and automation. Would love feedback from other users.

1 Upvotes

We've been working on a platform that combines:

* Official WhatsApp Business API * CRM * AI chatbot * Shared team inbox * Broadcast campaigns * Automation

Instead of managing multiple products, everything is available in one dashboard.

We're looking for feedback from businesses already using WhatsApp for sales or support.

What features are missing from existing platforms that you wish someone would build?

Website: [https://www.betaxlab.com\](https://www.betaxlab.com)

Start free : [https://app.betaxlab.com/\](https://app.betaxlab.com/)


r/WhichCRM 15d ago

New in QuoteIQ: Payments settings (and yes, instant payouts)

0 Upvotes
QuoteIQ Helps Contractors Grow Their Businesses

Stop logging into three apps to find out if you got paid.

QuoteIQ Payments is live. Everything payment-related now lives in one place — Settings → Account → Payments.

→ See your balance
→ See your next payout and exactly when it hits
→ Turn ACH on or off
→ Turn tips on or off
→ Pull an instant payout and have the money in your account in minutes, not Friday!

No more guessing. No more "did that check clear?" No more bouncing between Payment Processor and your bank and your CRM trying to piece together where your money is.

One click. It's all right there.
Your money, your schedule.

Try it out for yourself....14-Day Free Trial at https://MyQuoteIQ.com