Customer Relationship Management (CRM)
Build stronger relationships with every customer interaction
89%
Customer retention rate
4.8
Average review score
67%
Faster customer lookup
3x
More repeat business
ServiceSync CRM gives you a complete view of every customer - their equipment, service history, preferences, and communication history. Deliver personalized service that keeps customers coming back.
Why Teams Love This Feature
Complete Customer History
Access every interaction, service call, and invoice for any customer in seconds.
Equipment Tracking
Track all customer equipment with models, serial numbers, warranty info, and maintenance history.
Automated Communication
Send appointment reminders, follow-ups, and marketing messages automatically.
Customer Portal
Give customers self-service access to book appointments, view history, and pay invoices.
Powerful Features Built for Field Service
Comprehensive Customer Profiles
Everything you need to know about each customer in one place.
Contact information and multiple addresses
Service history timeline
Equipment inventory
Communication log
Custom fields for your business needs
Equipment & Asset Management
Track every piece of equipment you service with detailed records.
Make, model, serial numbers
Installation and warranty dates
Maintenance schedules
Service history per unit
QR code equipment tagging
Service Agreements
Manage maintenance agreements and recurring service contracts.
Agreement templates
Auto-renewal management
Visit scheduling
Revenue tracking
Agreement profitability reports
Customer Communication
Keep customers informed with automated and manual communication tools.
Email and SMS notifications
Appointment reminders
Review requests
Marketing campaigns
Two-way text messaging
"Having every customer's history at our fingertips has changed how we do business. Technicians know what equipment to expect, office staff can answer questions instantly, and customers feel like we actually know them."
Sarah Martinez
Owner, Comfort First HVAC
Frequently Asked Questions
Can I import my existing customer data?
Yes! We support CSV imports from most systems, and our team can help migrate data from popular software like ServiceTitan, Housecall Pro, or spreadsheets.
How does the customer portal work?
Customers receive a link to their personalized portal where they can view their service history, request appointments, see upcoming visits, and pay invoices online.
Can customers book appointments online?
Yes! You can enable online booking through the customer portal or embed a booking widget on your website. You control available time slots and services.
Does it integrate with my email system?
ServiceSync integrates with Gmail, Outlook, and other email providers. All email communication is automatically logged to customer records.
Related Features
Explore other features that work great with Customer Relationship Management (CRM)
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