Service CRM

Service CRM

Service CRM is a customer relationship management platform designed for service-based businesses. It includes features like ticketing, resource planning, customer portal, and more to streamline service workflow.
Service CRM image
crm ticketing resource-planning customer-portal

Service CRM: Customer Relationship Management Platform

Service CRM is a customer relationship management platform designed for service-based businesses. It includes features like ticketing, resource planning, customer portal, and more to streamline service workflow.

What is Service CRM?

Service CRM is a cloud-based customer relationship management (CRM) platform tailored for service-based businesses such as IT support, plumbing, HVAC, electrical, property maintenance, cleaning services, pest control, transportation, and other field service companies.

Key features of Service CRM include:

  • Ticketing system to track customer service requests
  • Resource planning features like schedules, dispatching, jobs routing to automate assignments
  • Estimates and invoicing to bill for work orders
  • Customizable customer portal for clients to track tickets and make requests
  • Contract and subscription management tools
  • Mobile access to CRM data and offline syncing capabilities
  • Real-time overviews and reporting for data insights
  • Native integrations with accounting, telephony, and field service software
  • Robust API and Zapier integration for connecting other apps

Overall, Service CRM aims to be an all-in-one operational platform to run every aspect of a service business. Its focus is on customer support, resource optimization, job workflow, and organization rather than sales pipeline and lead management.

Service CRM Features

Features

  1. Ticketing system
  2. Resource planning and scheduling
  3. Customer portal
  4. Workflow automation
  5. Reporting and analytics
  6. Mobile app
  7. Integrations with other business tools

Pricing

  • Subscription-Based

Pros

Streamlines service workflow

Improves customer experience

Enhances team collaboration

Provides real-time visibility into operations

Scalable for growing businesses

Cons

Can be complex to set up and configure

May require training for staff

Limited customization options in some plans

Can be more expensive than other CRM solutions


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