Customer Relationship Management (CRM)
Customer Relationship Management (CRM)
Customer management is the core of any business, and to FieldHub®. From lead creation and management, contact management, marketing list creation and tracking, to proposal creation, and more.Everything you have experienced in CRM systems is addressed in FieldHub® with tight integration into your work order management and accounting systems.
Track Opportunities and Project Pipeline
Customer management is the core of any business, and to FieldHub®. From lead creation and management, contact management, marketing list creation and tracking, to proposal creation, and more.Everything you have experienced in CRM systems is addressed in FieldHub® with tight integration into your work order management and accounting systems.
Define Your Process and See Opportunities on Your Flow Dashboard
Define the steps or phases of your process, utilize color indicators, define acceptable time frames for actions, create default assignees, and outline available next steps.
Review the History of an Account
Review the history of an account and all of the opportunities and actions related to the account. Drill in deeper to see what changes were made to a work order, who made them, and when.
