Service CRM
From new lead to won customer in one clear overview
Bring leads, calls, appointments, quotations and commercial follow-up together. Your team immediately sees which opportunity needs attention and what action comes next.
- Leads and opportunities centralized
- Calls and appointments planned
- Quotations and follow-up visible
Lead sources
Bring every new lead into one connected pipeline
Collect requests from website forms, Facebook, email, manual prospecting and other channels in one structured commercial workflow.
- Website forms received automatically
- Facebook and campaign leads centralized
- Email and manual leads added
- One clear pipeline for every source
From lead to customer
Never leave a prospect without a clear next action
Plan every commercial activity directly from the opportunity. Calls, appointments, quotations and reminders remain connected to the same lead.
- 1New leadReceive the request and assign an owner.
- 2Contact and qualificationCall the prospect and record their needs.
- 3Schedule appointmentBook a meeting or product demonstration.
- 4Follow up quotationSend the proposal and schedule reminders.
- 5Won customerConvert the opportunity without duplicate entry.
CRM & Field Service
From commercial opportunity to scheduled service job
Turn a won opportunity into a customer, appointment, contract or service order. Commercial and operational information stays connected without duplicate entry.
- Customer information retained
- Appointment connected to planning
- Quotation linked to the customer
- Service order ready for execution
Bring your service operations together in one system
Discover how Service Suite fits your team, workflow and growth plans.