clik service, crm communication history

Creating a Better Customer Experience

A CRM (customer relationship management) system 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!

The Clik Service CRM allows you to manage your company’s interaction with customers and suppliers, including jobs, communication, invoices, etc. You can quickly create job sheets, quotes, or any item within the CRM dashboard and see their history on one screen. It can also help your sales and customer support teams better understand customer needs, engage more effectively, find the right prospects and win more deals.

The CRM in Clik Service can also empower your field engineers to create a better customer experience by streamlining scheduling, inventory management and on-site efficiency. They can share quotes, contracts and scheduling information quickly and easily.

clik service, crm jobs list

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. Whether you’re looking to find a customer 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 custom fields for any additional information.

All the activities 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 service, crm visual

Clik Allows You to See Things Differently

Clik Service 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. Easily see which invoices and quotes are linked to their jobs in one glance, so you can action any missing steps in the process.

Assign statuses to companies, apply default service level agreements and customise colour coding for call backs. Make it easy for your users to get the information they need about your customers and suppliers without any long phone calls or email chains.

clik software, laptop, desktop, tablet and phone

Manage Every Step of Every Job

Clik software is much more than just CRM software. Our all-in-one field service management software, Clik Service, allows you to manage your entire team more efficiently, streamline your operations and save time and money.

Enhance management and take control of all elements related to your field-based services and help streamline all aspects of managing a mobile workforce. Clik software offers a complete field service management solution for staffing, scheduling and managing field jobs, creating estimates and quotes, reporting and enhancing your customer service.