Customer Relationship Management
The tools you need to foster positive customer relationships
Click through the flowchart below to see how WorkWave ServMan drives profitability across every stage of your business.
Bringing on new customers and keeping them satisfied can be a challenge, and it all breaks down to communication. With ServMan’s Customer Relationship Management (CRM) system, you can nurture relationships with potential and existing customers to stay connected, streamline your processes, and close more deals for improved profitability.
Build Trust for Better Customer Relationships
All data is retained in a client or prospect profile, which includes virtually all CRM elements, with easy one-click access to view required information. This client-centric approach makes ServMan software intuitive and easy-to-use.
Automate Your Customer Contact Process
- TouchPoint ensures your customers are never left in the dark
- Computer-based phone calls or SMS text messaging for your customers before or after service visits
- Perfect for automating appointment confirmations, technician call aheads, payment reminders, and more
- Improve your customer relations while simultaneously reducing your company’s costs and allowing your team to focus on demanding tasks
Manage Clients and Prospects
- Track and amend past, current, and prospective clients to ensure nothing slips between the cracks
- Built-in automation and customization features allow work orders to be updated in tandem with client profiles to meet client needs
- Keep prospective clients in mind at all times with a prospective client list to assist with targeted advertising and promotional materials
- 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
- Powerful multi-field, multi-conditional user-definable searches on database elements using our proprietary Smart-View technology
Transform your business processes through powerful software automation tools.
Check out our Morris-Jenkins Case Study
With ServMan, Morris-Jenkins runs new quarterly priorities to enhance their customers’ experience!
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