Features of ServeWell CRM
Top Field Service Management Software With
Online Cloudbase CRMTechnician App
Dedicated Customer Login Webpage
GPS
WhatsApp & Email Integration
Customer
Management
- Customer Filteration as per Category, Area, Reference
- Get Birthday Reminders & Auto Birthday Wish SMS
- Thank You SMS after Registering Customer
- Save Special Instructions, Billing & Service Address
- Search Customer as per Name, Mobile, Serial Id.
Customer Product
Service Module
- Track Product / Service Taken by Customer (Multiple Also)
- Save Customer AMC Contract & Service Schedule (Automatic)
- Save & Search Product's Unit Serial Id.
- Generate Automatic AMC Service Schedule & Contract Status
Payment
Module
- Customer Filteration as per Category, Area, Reference
- Get Birthday Reminders & Auto Birthday Wish SMS
- Thank You SMS after Registering Customer
- Save Special Instructions, Billing & Service Address
- Search Customer as per Name, Mobile, Serial Id.
AMC Service
Contract Expiry Module
- Customer Filteration as per Category, Area, Reference
- Get Birthday Reminders & Auto Birthday Wish SMS
- Thank You SMS after Registering Customer
- Save Special Instructions, Billing & Service Address
- Search Customer as per Name, Mobile, Serial Id.
Complaint Module
(Job / Call / Appointment)
- Customer Filteration as per Category, Area, Reference
- Get Birthday Reminders & Auto Birthday Wish SMS
- Thank You SMS after Registering Customer
- Save Special Instructions, Billing & Service Address
- Search Customer as per Name, Mobile, Serial Id.
Technician
App
- Customer Filteration as per Category, Area, Reference
- Get Birthday Reminders & Auto Birthday Wish SMS
- Thank You SMS after Registering Customer
- Save Special Instructions, Billing & Service Address
- Search Customer as per Name, Mobile, Serial Id.
MIS Report Module
with Advance Filters
- Manage Expenses as per Category i.e. Marketing, Bills, etc
- Track Advance Salary given to Technicians
- Get Expense details Datewise i.e. Today, This Week, Month, etc
- Available Reports : Jobs Report, Customer Payment Report-GST Bills,Customer Payment Pending Report: Pending Bills, Customer Payment Report- Non-GST Bills,Expense Report,Customer Service Expiry Report,etc
Expense & Technician
Salary Module
- Manage Expenses as per Category i.e. Marketing, Bills, etc
- Track Advance Salary given to Technicians
- Get Expense details Datewise i.e. Today, This Week, Month, etc
Enquiry
Follow-up Module
- Add enquiry details of customer as per date
- Set color code to enquiry
- Track customer enquiry according to week, current month, last month, current year
- Send SMS to customers who have done enquiry
- Track follow-up of enquiry according to week, current month, last month, current year. etc
Quatation
Module
- Add details of customer which you has shown quotation
- Search which quotation has given to which customer by name, mobile number, etc.
- Track status of approval of quotation of the customer according to month, year, etc.
- Generate Quatation in PDF
- Take print out of quatation
Customer
Web Page
- Managers can share the log in detail of the customer web page with each Customer. So that, Customer can register their complaint in this panel by logging into this panel.
- Saves Time.
- Better Customer Service
- Faster Execution of Complaints
- More Productive Staff
Spare Stock
Module
- Maintaining detail of each spare part
- Updating details of spare part
- Taking print out of spart part
- Exporting detail of spart part
Other
Modules
- GST Returns Reports
- eCatalogue Module
- Material Inward Module
- Customer details in Hindi, Marathi for Technicians