Customer Relationship Management

Perhaps our most comprehensive module to date, our Total CRM offers the following features:

  • Contact/Customer Management
  • Company Management
  • Entering Of Notes
  • Scheduling Tasks
  • Email Marketing & Communication
  • Service Scheduling
  • Dispatch
  • Invoicing
  • Service Technician Portal

The Total CRM allows your company to manage customer communincation, service and invoicing all through one convenient online tool. You can easily add new customers, lookup existing customers, assign different customers to different Customer Service Representatives (CSRs), schedule calls and service appointments, and send invoices. We also have a dispatching tool to schedule your field technicians and track them in real-time using the mobile tech portal. Please call us to schedule a demonstration.

 

 

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941.444.8751

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