Centralized client data
Commusoft's customer relationship management (CRM) database eliminates the paper trail by collating all customer, job, and communication records together. Having this in one place reduce admin work and provide easy access.
Manage real estate agencies and landlords
With the customer/work address relationship, you can easily link one or thousands of properties to a single owner. This helps you effectively manage different types of customers and their real estate.
SWIFTLY RETRIEVE INFORMATION
There's few things worse than not remembering information about your customer and their jobs when they call. Our customer database makes it easy to find exactly what you're looking for in seconds.
- Organized & protected digital records
- Manage your data from anywhere
- Access across mobile & web applications
- Send emails & texts from customer accounts
- Store data on different customer types
- Attach files & technical info
Access comprehensive customer information across devices
Commusoft gives you the ability to safely store all the information you need against each customer account. In addition to basic contact information, details such as ongoing work and work order history are displayed directly on the record. If they owe any money, that is apparent right when opening the customer account, and a record of invoices and estimates is also stored. That way, when a customer calls, you know their details right away without having to dig around for the information.
Automate time-consuming tasks
Concentrate on high value activities while Commusoft takes care of your repetitive tasks. You can streamline and automate many tasks, including appointment confirmations and reminders, service reminders, and customer feedback requests, to name a few. With customizable message templates, the system always sends the right message for the occasion, which can be automatically personalized with the customer’s details. CRM automation means optimized productivity for your team and a smoother experience for your clientele.
Customers are happy when you understand their specific problems, recall job history, and communicate effectively. Commusoft’s customer database provides the information you need to do all of these things. Straight from the customer record, you can easily send emails, text messages, log phone calls, and add notes, plus see a history of all prior communications. To make sure you communicate on your customers’ terms, you can select whether they prefer to receive a phone call, text message, email, or mail.
Create accounts specific to various types of customers
Our database allows you to keep track of multiple types of customers, such as private customers, companies, property managers, landlords, schools, or any other type of customer you wish to add. Customers with multiple properties can also be set up, allowing you to easily see every property (e.g. tenants) associated with the main customer (e.g. property management company). We also make it simple to send the right communications to the right contact. For example, notifying the property manager that a service is due, but corresponding with the tenant to arrange access.
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Assets and technical information at your fingertips
With a CRM designed for field service, you can access records of installed customer assets and technical property details from wherever you are. This gives your technicians relevant site information such as the location of the fuse box or water main, helping them get the job done quicker. This is great for customers too—no need for any more back and forth with customers asking questions they’ve already answered.
Attach files against customer accounts
Commusoft allows you to attach files to customer accounts, which add important details, eliminate paper, and keep everyone in the know. We accept files such as images, PDFs, spreadsheets, audio, and videos—perfect for attaching product manuals, site photos, or anything else you need. Your team can upload, view, or download these files from a computer or mobile device—allowing them to access useful customer data no matter their location.
Easily retrieve customer records
Find what you’re looking for in seconds with our search tool on both web and mobile apps. Commusoft offers a quick way to search for a customer, phone number, property, job number, invoice number, vendors, parts, and much more, so you can always locate exactly what you need. If technicians have their hands full on a job, they can even search using their voice from the mobile app.
Access customer reports
We provide reports with a full list of your customers so you can see the big picture. For each customer, we display information such as contact information – including address, email, phone number, etc. You can filter these reports however you like to see specific views of your clientele. For example, you can see all your customers in one zip code.