Customer relationship management databases are an extremely important part of running a business. They help keep track of your contacts, your leads, your customers, your former customers, and any and all other types of clients and potential clients that may contact your business.
CRM is a crucial part of any business, and most people use some form of CRM in their field service business. Whether it's in an expensive database or written by hand, you likely have some type of CRM system or CRM software.
Imagine if you could replace it with something better
Imagine you can replace it with a system that was not only for customer relationship management, but also directly plugged into scheduling, dispatching, invoicing, and more. A program with numerous features that make CRM easier, such as:
- Easily search for customers by name, address, and even phone number.
- Create custom views and reports of certain types of customers.
- Store notes, communication history, and payment information securely.
- Schedule job histories, store past jobs, and set up recurring jobs.
- Set up custom fields with information like birthdays, home size, number of rooms and more.
Imagine the ability to track the status of customer activities, store multiple contacts for each customer, the ability to create multiple service locations and connect them to a single customer, and more. And you can do all that in a way that's extremely user friendly, with drag and drop functionality.
You can do all of that with ServiceCEO, the leading field service software that will change the way you do business.
The Best CRM for your Service Company
What makes our CRM system so effective is that it's not a separate program. It's directly integrated with everything else you need to run your business. You don't have to open and start multiple programs, you don't have to re-enter data. Everything you need is in one place, ready to be accessed in seconds and connected to all of the other parts of your business.
If you run a service company, you know how valuable your time is, and you know how difficult it can be to handle all of the issues that relate to your company. ServiceCEO makes all of the CRM tasks – and all of the tasks of your business – much, much easier. Find out how ServiceCEO can benefit you. View our product demo or contact us today to find out more.