Empower customers with self-service portals, automate ticket management, track technicians in real-time, and unlock hidden revenue opportunities with AI-powered field service CRM.
Back to Service TransformationYears of CRM Innovation
Businesses Transformed
Countries Served
Customer Support
Service departments traditionally operate as cost centers—handling phone calls, managing endless email chains, tracking spreadsheets, and manually coordinating field technicians.
This fragmented approach creates operational chaos, frustrated customers, and missed revenue opportunities.
These inefficiencies don't just cost money—they erode customer relationships and prevent service teams from becoming strategic growth drivers. The solution requires eliminating manual processes through intelligent automation, self-service tools, and unified data management that transforms how service teams operate.
Modern customers expect convenience, transparency, and instant access. A branded, mobile-responsive customer portal eliminates frustration and reduces support costs while dramatically improving customer satisfaction.
The portal reflects your brand identity with custom colors, logos, and messaging—not generic CRM interfaces. Customers access a beautiful, modern user interface designed specifically for service management.
Customers independently log service tickets, upload photos and documents, track real-time progress, view complete service history, and access scheduled appointments.
Customers can request quotes, schedule callbacks, or submit service requests through simple forms. Each submission automatically creates a ticket and alerts the appropriate team member.
The searchable knowledge base contains FAQs, troubleshooting guides, product documentation, and solutions organized by department, product, or service type.
Customers view before-and-after photos of completed work, review appointment details, see scheduled drivers and routes, and upload their own images to share with service teams.
Employees, customers, and partners all access the same unified platform with role-based permissions ensuring appropriate data visibility and security controls.
The ticket management system serves as the operational backbone for service teams, providing structure, automation, and intelligence to every customer interaction.
Every ticket receives a unique tracking number linked to customer records, service history, products, and warranties. Employees add notes, attach documents, upload photos and videos, schedule appointments, and share vetted information with customers through the portal.
Artificial intelligence analyzes incoming tickets based on customer value, sentiment analysis, SLA requirements, and historical patterns. The system automatically scores and ranks tickets, suggesting optimal handling sequences.
Workflow rules automatically route tickets to employees based on skills, availability, workload, and expertise. The system tracks employee training, certifications, and skillsets, enabling intelligent assignment.
AI detects customer frustration, dissatisfaction, or urgency in ticket descriptions and communications. High-risk tickets automatically escalate to management before situations deteriorate, protecting customer relationships.
Empower field technicians with complete CRM capabilities on iOS and Android devices. Real-time synchronization ensures every team member has current information regardless of location.
Customers track technicians approaching their location on live maps. Dispatchers view all field resources simultaneously, optimizing routes and providing accurate arrival ETAs.
Create custom inspection checklists for safety compliance, quality control, preventive maintenance, or regulatory requirements. Technicians complete forms electronically with photo documentation.
Capture customer signatures directly on mobile devices for work orders, delivery confirmations, service agreements, or payment authorization. Signatures sync instantly to CRM records.
Service interactions contain hidden revenue opportunities. The unified Revenue Lifecycle Management (RLM) engine connects sales, marketing, and service teams on a single platform, transforming every customer conversation into a potential revenue event.
AI analyzes service interactions to automatically identify upsell and cross-sell opportunities based on customer history, usage patterns, and needs expressed during support.
Service teams transfer qualified opportunities to sales with complete context—no information loss, no repeated customer questions, smooth transitions that close deals.
Track revenue generated from service interactions with real-time forecasting across all touchpoints. Measure ROI of service investments and justify team expansion.
Generate professional quotes directly from service tickets with integrated pricing, product catalogs, and approval workflows. Convert service requests to sales instantly.
Centralized service data transforms into actionable insights through customizable dashboards and comprehensive KPI tracking. Make informed decisions based on real data, not gut feelings.
Leadership sees the big picture at a glance with customizable executive dashboards.
Service operations don't exist in isolation. The CRM integrates with accounting, communication, productivity, and industry-specific tools creating a unified technology ecosystem.
Synchronize customers, invoices, payments, and financial data bidirectionally. Service orders automatically create QuickBooks invoices. Payments update CRM customer records instantly.
Embed CRM functionality directly in Outlook. Create tickets from emails, view customer records while reading messages, schedule appointments through Outlook calendar seamlessly.
Real-time location tracking, route optimization, and travel time estimation. Customers track approaching technicians. Dispatchers view all field resources simultaneously on maps.
Multi-channel communication reaches customers on preferred platforms. Send appointment reminders, dispatch notifications, and service completion alerts via text or WhatsApp.
REST API enables integration with any system supporting standard web services. Connect inventory management, ERP solutions, custom applications, or industry-specific tools.
Pre-built connectors for popular business applications including Mailchimp, Zapier, Slack, Microsoft Teams, and dozens of industry-specific platforms.
Understanding what makes this platform different helps businesses make informed technology decisions.
The Challenge: Many businesses cobble together separate tools—one for ticketing, another for field service, a third for customer portals, and spreadsheets for everything else.
Our Solution: One login, one database, one source of truth for all service operations. Customer history, tickets, field service, quotes, and analytics live together, ensuring complete visibility and seamless workflows.
The Challenge: Some vendors promise AI will replace service agents entirely.
Our Solution: AI should augment human capabilities, not eliminate jobs. Our human-in-the-loop approach uses AI for analysis and recommendations while employees maintain customer relationships and make final decisions.
The Challenge: Traditional service automation focuses solely on cost reduction through efficiency gains.
Our Solution: Revenue Lifecycle Management identifies upsell and cross-sell opportunities hidden in service interactions. Transform service from cost center to profit center.
The Challenge: Many CRM vendors deliver software then move on, leaving customers with outdated technology.
Our Solution: In-house development team delivers quarterly updates with new AI features, integrations, and capabilities at no additional cost. Since 2003, continuous evolution based on customer feedback.
The Challenge: Complex pricing with per-feature charges, storage limits, and surprise bills frustrates budget planning.
Our Solution: Transparent pricing starts at $14 per user monthly with clear costs and no hidden fees. No vendor lock-in means you can leave anytime without penalty.
The Challenge: Getting help from chatbots or offshore call centers reading scripts wastes time.
Our Solution: People-as-a-Service support connects you with real CRM specialists available 24/7. Get fast answers from experts who understand your business and the platform deeply.
Join 3,500+ businesses across 159 countries using AI-powered field service CRM to reduce costs, improve customer satisfaction, and generate new revenue. Transform your service team from cost center to growth engine.
