Your Customers Are The Key To Your Business' Success
A CRM (customer relationship management) allows you to manage your company’s interaction with customers, suppliers and sales prospects; that’s why it’s a crucial area of Clik Service and our most important hub. It’s where everything begins.
From within the CRM dashboard, you can quickly create job sheets, quotes or any item, and see their history on one screen.
Putting Your Customers First
If having your customer details and job history available as fast as possible is high up your list, it’s also high up on ours. With knowledge of the Clik CRM, you’ll understand how much of the service industry works, so it’s a valuable and transferable skill.
Whether you’re looking to find them on the map, quickly email or visit their website, our CRM allows you to have all their details on hand. It’s also flexible enough to create your own fields for additional information that you reference them by.
All the activity associated with that company will always be at your fingertips – any quotes created for them, sales orders, purchases invoices, job sheets etc.
You can also list all the sites and equipment you’re looking after on that site and then assign job sheets and maintenance contracts to them.
Clik Allows You To See Things Differently
Clik has a visual element that shows you what’s going on with that particular company, so you and your team can see a company’s status instantly.