Creating a Better Customer Experience

Creating a Better Customer Experience

CRM (customer relationship management) software stores your customers, suppliers and sales prospects’ details. 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 module 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.

Putting Your Customers First

Putting Your Customers First

Placing your customers at the forefront of your operations is paramount. If swift access to customer details and job histories is a priority for you, it’s equally important to us. With our Customer Relationship Management (CRM) Software, you can swiftly locate customers on the map, email them, or visit their website, all while having their information readily available.

Moreover, our CRM system offers the flexibility to customise fields for additional data as needed. You’ll have easy access to all activities associated with each customer, including quotes, sales orders, purchase invoices and job sheets. Additionally, you can efficiently manage sites and equipment, assigning job sheets and maintenance contracts with ease.

Optimise Efficiency With a Single CRM

Harness the power of one unified CRM system for Clik Cert, Clik Service and Clik’s NICEIC Cert Software. Consolidating your customer and supplier data across these three platforms minimises duplication and ensures consistency for you and your team.

Changes made in Clik Cert reflect instantly in Clik Service and Clik’s NICEIC Cert Software and vice versa. Whether you’re updating site details or adding new information, it seamlessly propagates to certificates and job sheets. Say goodbye to redundant data entry with our shared database.

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Manage Every Step of Every Job
COMPREHENSIVE FIELD SERVICE MANAGEMENT SOLUTION

Manage Every Step of Every Job

Clik Service offers a comprehensive solution designed to optimise the efficiency of your entire team. Our unified field service management platform empowers you to streamline operations, reduce costs and enhance productivity.

Elevate your management capabilities and gain mastery over every facet of your field-based operations. With Clik software, you’re equipped with a robust suite of tools for coordinating your mobile workforce, from staffing and scheduling to job management. Generate estimates and quotes with ease, improve reporting and elevate your customer service experience with our end-to-end field service management system.