Automate THIS! How Cilio Clients Improved Efficiency and Satisfaction

When your home installation business starts to grow, so do the challenges of managing everything from leads to customer satisfaction. Cilio is a field management software with a unique approach to delivering automation that fits YOUR specific needs. Our clients are transforming their operations, saving time, reducing costs, and delivering better service to their customers. 

Let’s dive into six real-life examples of how Cilio’s automation tools have made a huge difference.

Google Reviews: Turning a 2.2 Rating into a 4.9

One large plumbing company knew their work was far better than what their Google rating showed. With 80 reviews and only a 2.2-star average, they struggled to reflect the quality of their services. 

Cilio introduced a simple automation feature as part of their advanced customer communications platform. After every job, customers receive an automated text that includes a direct link to leave a review. 

The results? A stellar rating that’s now climbed to 4.9 stars on 6,500+ reviews, proving that great work paired with smart follow-ups pays off, all with zero cost or additional effort. 

Going Paperless: A Game-Changer

We have a VA based client who was drowning in paperwork, which slowed down their workflow and created inefficiencies. Completing and keeping track of paper documents was both costly to print, and time consuming to scan and save.

Cilio helped them transition to a fully paperless system. By automating document management and eliminating manual processes, their team could focus on improving operations and tackling new challenges. 

The result? Faster workflows, fewer errors, and a smoother operation overall. Plus, they are saving 4 reams of paper per week.

Staff Consolidation: Doing More with Less

Automation isn’t just about saving time. It’s about saving money, too. One client reduced their office staff from 12 to just 4 by using Cilio’s scheduling and automation tools. With technology and a smarter system to support their office operations, they were able to increase productivity without the added overhead. 

Another company expanded into the massive Detroit and Indianapolis markets. Thanks to Cilio’s automations that prevent the need for swapping phone calls and voicemails with homeowners, they only needed to add one scheduler to handle the increased workload. This modernized scheduling system gave them the ability to increase market share without increasing costs. 

E-Signatures: Cutting Costs and Boosting Efficiency

Docusign fees for signing contracts were adding up for one of Cilio’s clients, making the process unnecessarily expensive, as well as time consuming to create. As job volume increased, so did the costs to keep the contract process running smoothly. 

By switching to Cilio’s built-in electronic signature feature, they saved 70% on fees while enjoying a solution that fit seamlessly into their workflow. It’s a win-win: lower costs and better integration.

Automated Lead Follow-Up: No Opportunity Left Behind

It’s very common when a salesperson gets busy that their follow up of unsold Leads will drop (along with their close rate). Cilio helps automate this critical follow up piece to land you more deals. Here’s how it works:

A client wants to think over your quote. Using Cilio, they receive a personalized text or email a few days later. In it, is a copy of their quote with an option to (1) Tap here if you’re ready to purchase, or (2) Tap here if you still haven’t decided. Your system auto-updates accordingly, and can send another similar note out a week later. 

This simple yet effective tool is proven to dramatically improve your close rates and make the most of every lead, all at zero additional cost to you.

Simplifying Multiple Systems: One Platform to Rule Them All

Running a business with six different systems to handle leads, scheduling, billing, and communications isn’t just a headache, it’s a bottleneck. 

Most every Cilio client is able to eliminate the majority of their ancillary systems. Need to keep your QuickBooks? No problem, we simply integrate it for you to prevent the data entry. With Cilio, clients streamline their entire operation, saving time and cutting down on unnecessary costs and workarounds to keep all the different systems in sync. 

Cilio: Automation That Works for You

Cilio’s automation tools aren’t just for large companies with big budgets. They’re designed to help home installation businesses of all sizes run smarter, faster, and better. From collecting reviews to streamlining operations, these tools save time, reduce costs, and improve customer satisfaction.

Ready to see how Cilio can transform your business? Schedule a demo today and discover how automation can help you take your company to the next level.

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