Applications, entries and schedule
Online registration, calendar, confirmations, transfers and team load control.
CRM for service companies
Requests, calendar, visits, SLA and client history in a system that helps you work faster.
Suitable for companies with regular requests, field staff, reservations, scheduled service and the need to control the quality of service and repeat sales.
What processes does service CRM usually close?
If requests come from different channels, and visits are coordinated manually, a service CRM quickly pays for itself due to order and speed.
Mobile teams and mobile offices
Assignment of performers, routes, statuses on the road, photo recording and quick updates from the field.
Repeated services and service quality
Client history, service packages, SLAs, reviews and repeat business scenarios.
CRM that helps the service team maintain momentum and quality
Suitable for cleaning, car services, engineering services, booking scenarios and subscription services
In the service business, not only requests are important, but also scheduling, confirmations, visits, return visits, materials and speed of response to changes.
Some users work in the office, some travel, and some use their phones. We take this into account in interfaces, roles and notification logic so that the system removes manual coordination.
Calendar and team loading
Entries, windows, transfers, reminders and schedule control without manual confusion.
Workplaces for field employees
Mobile accounts, work statuses, photo reports and checklists right in the field.
Fast communication with the client
Notifications, calls and chats are collected in one application card.
Repeat services and returning customers
Reminders for a return visit and personal offers on the database.
SLA and quality control
The standards for reaction, delays and evaluation of service are immediately visible to the manager.
Transparency and security
Roles, action logs and access control for different employees.
-40%manual coordination of requests
1calendar and client history for the entire team
24/7control of statuses and SLAs for the service
How to develop service CRM
In a service business, it is important not only to assemble a CRM, but also to carefully integrate it into the team’s daily operations so that employees accept the system without resistance.
1
Analysis of requests and service scenarios
We record sources of requests, schedules, types of services, SLA standards and employee roles.
2
Design of the control circuit
We collect customer and order cards, calendar, mobile roles, notifications and quality control.
3
Integrations and mobile interfaces
We connect the website, telephony, forms, payment, routes and offices for working on the move.
4
Launch and increase repeat sales
We develop CRM using live scenarios: repeat services, ratings, SLA and service discipline.
What is most often included in service CRM
The set of modules depends on whether services are booked in advance, whether there are field engineers, and whether a mobile circuit is needed for employees.
Application and client card
Source of contact, communication history, type of service, address, statuses and comments.
Calendar, routes and departures
Distribution of performers, slots, geography of departures and control of implementation.
Employee's mobile account
Work with orders, photographic recording, checklists and communication with the dispatcher directly from your smartphone.
SLA, notifications and analytics
Reaction timers, post-service ratings and reports on load, quality and repeat requests.
What changes after implementation
The system helps speed up dispatching, improve the quality of service, and bring back more repeat customers.
Faster dispatch
Less manual calls and confusion with the schedule, more accuracy in the team’s work.
Higher quality of service
The manager sees SLAs, estimates and problem areas, rather than learning about them after the fact.
Repeat sales become systemic
CRM helps to return customers at the right time, and not rely only on the memory of managers.
Cases of CRM and service systems
Projects with reservations, service requests, mobile accounts, CRM and automation of operational work.
Mermaidspa.us SPA Booking & CRM System
CRM system for SPA: guest registration, notifications, real-time mode. Node.js and sockets for instant updates. Mobile application for reception.
Learn more →
STEP-CAR - mobile car wash control room
Mobile application for car wash owners and employees: managing orders, schedules, customer base and promotions. Everything is from your phone, always at hand.
Learn more →
United HVAC Motors
Redesign, custom plugins, CRM, advertising and SEO support for an HVAC company.
Learn more →
