Marketing & Communication Tools

Dataforma’s marketing and communication tools are designed to help commercial contractors streamline interactions with customers and prospects. We offer innovative solutions, like group email and mass messaging functionalities, combined with a secure and efficient client portal.

Our cloud-based software features collectively revolutionize marketing and outreach efforts, ensuring messages are not only widespread but also targeted and personalized. We also provide a platform for consistent and streamlined communication, enabling businesses to maintain a strong presence in your clients’ minds while managing resources effectively.

Send Targeted Group Emails

Dataforma’s CRM allows for targeted email campaigns through our group email and mass messaging functionality. Your business can efficiently reach a large audience with announcements, promotions, or updates. Audience segmentation ensures messages are relevant and engaging.

Our group email feature streamlines communication by replacing manual processes with automated templates and schedules, significantly saving time and resources. This efficiency allows staff to focus on more strategic tasks.

Foster Trust With Mass Messaging

Mass messaging, through Dataforma, fosters consistent and regular communication with your clients, which is important for enhancing brand recognition and trust. By sending regular updates and newsletters, you remain actively connected with your customer base, ensuring ongoing engagement. Keeping clients informed strengthens your business-client relationship through consistent interaction.

Use The CRM To Manage Leads and Customers

Investing in modern CRM tools like Dataforma is a strategic decision that can lead to long-term success for commercial contractors, plumbers, electricians, HVAC techs, and roofers.

Competitive Advantage: With advanced CRM applications, you can stay ahead in the competitive market by offering an efficient, personalized, and branded customer experience.
Cost Efficiency: Automation and better management of resources lead to significant cost reductions, allowing your business to allocate resources more effectively.
Customer Loyalty & Retention: A robust CRM system helps in building strong relationships with customers, enhancing loyalty, and increasing retention.
Agility & Flexibility: A dynamic CRM system enables you to quickly adapt to market changes and evolving customer needs, maintaining a competitive edge.

Streamline Processes, Maximize Profit

All-In-One business managment software for commercial contractors and field service trades.

Make Communicating With Clients Simple

Ensure client communication is kept and organized with Dataforma’s secure client portal — a powerful and secure system that simplifies all client interactions. No more frantic searches for emails, invoices, or work orders. Everything is in one place under Accounting for easy access.

Keep Them Up-To-Date 24/7

Provide unparalleled service with 24/7 customer access for your clients to view project information, invoices, and warranties. Keeping them informed never has been easier. They’ll appreciate the transparency and you’ll enjoy smoother communication.

Don’t just meet client expectations, exceed them. More streamlined operations mean less administrative hassle. Our client portal helps ensure effective client communication, which boosts your productivity and helps you stay competitive.

Make smarter decisions...

Go paperless with Dataforma's cloud management software.

More To Explore...

Maximize profits with the advanced features of our cloud-based software. Discover how Dataforma transforms and simplifies your commercial contracting workflow processes. Use our management technology to save time and money in the field service business.

Marketing & Communication Tools

Send Targeted Group Emails

Foster Trust With Mass Messaging

Use The CRM To Manage Leads and Customers

Streamline Processes, Maximize Profit

All-In-One business managment software for commercial contractors and field service trades.

Make Communicating With Clients Simple

Keep Them Up-To-Date 24/7

Make smarter decisions...

Go paperless with Dataforma's cloud management software.

More To Explore...

Reporting & Analytics

Client Portal

Mobile App

Ready To Transform Your Workflow?

Inside Dataforma

Client Support