CRM

Let your customers know why your business is the best of the best out there in the market by building a positive and trustworthy relationship with them.

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*80% Grant on GenicDocs-Document Management Software
Overview

CRM

The way your customers perceive your business can make it or break it. After all, they are the ones driving your sales.This makes it ever so crucial for your company to have positive interaction with current and potential customers.

Genic Solutions brings you an excellent opportunity to follow an efficient CRM approach in your daily operations. Focused on increasing your sales growth, you can trust on us to win over your important customers.Because customers are the most important assets and therefore, you need to make sure that they love your business and not the competitors.

Our field service management software propels your productivity one step further with our advanced customer relationship management services. Your clients can simply log in to their portal and create a work order without any hassle. This also allows us to maintain a record of all your customer interactions.

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Detailed Customer Database

Genic Teams helps you keep your consumer database safe and structured, so you never lose touch with the essence of your business that is your customers. Our CRM software helps you find customer database in the quickest time to create jobs, add sites amongst other things. See previous quotes, jobs, visits, invoices and a complete overview of payment linked to each of the clients in the CRM software and use custom fields to monitor specific client data, and document them.

Add, Edit And Delete & Mass Upload Of Customer Records

With our customized CRM service, you can add, edit or delete huge numbers of customer records to maintain working at an efficient rate

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Summary/Single Screen View

View job history, sites, invoices and projects of all customers with ease in the single screen overview section with just a few clicks. This allows you to view all the details of a customer without taking too much time.

Notes & Attachment

Link pictures and data to the account of a client, and collect signatures all within Genic Teams FSM app. Whether you add pictures of completed work or an employment contract, access to the comprehensive and thorough profile of a client will always be provided, whether you are accessing from the workplace or out on the field.

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Client Property/ Office/ Multiple Location Listing

With our innovative FSM software, you can list multiple addresses of yours, your client’s to ensure no possibility of any error.

Service/Job History

See previous interviews, work, meetings, invoices and a full history of billing relevant to each of the customers. Using custom fields to monitor important client data, and report them.

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Client Tags/Listing of a Similar Category of Clients

Pool customers with similar trends to minimize wastage of time and use client search to instantly receive the full history of any client.

Custom Data Fields

We provide you with the choice of creating custom data fields to suit the needs of your business and make it well-organized.

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Third Party Integration

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*80% Grant

GenicDocs-Document Management Software