CRM

CRM

The Fieldmotion customer module consolidates all customer information, including contacts, service history, and communication logs, accessible in real-time. It provides a comprehensive view of job history, opportunities, quotes, invoices, assets, and more. You can establish parent and child relationships between sites and head office clients for enhanced organization and management.

Key features include:

  • Create connections with parent and child companies (head office with multiple sites)

  • View a full job history for each customer or site

  • Add custom fields to include additional client information

  • Access a complete history of opportunities, quotes, and invoices associated with the client

CRM 2
CRM 3
  • Review asset breakdowns and asset history related to your client

  • Easy customer search functionality

  • Differentiate between potential leads and existing accounts

  • Set up callback dates for efficient follow-up by sales and admin teams

  • Generate financial reports for a breakdown of all jobs.

Other Software Features: