CRM ERP Software
Customer Relationship Management Made Easy
The tools you need to foster positive customer relationships.
CRM Software
Automate Your Customer Contact Process
- TouchPoint ensures your customers are never left in the dark
- Automated phone calls or SMS text messaging for your customers before and/or after service visits
- Automate appointment confirmations, technician call-aheads, payment reminders and more
- Improve your customer relations and reduce costs, allowing your team to focus on more demanding tasks
Contact Management
Manage Clients & Prospects Better
- Unlimited location accounts with complete retention of equipment service, warranty and contract histories
- Easy access to AR details, service contracts, quotes, orders and invoices directly from the client screen
- Update work orders in tandem with client profiles to meet client needs
Grow Your Business
Manage Clients Easier
- Track and amend past, current and prospective clients
- Count on a prospective client list to assist with targeted advertising and promotional materials
- Powerful multi-field, multi-conditional user-definable searches on database elements using our proprietary Smart-View technology
