360e Customer Management Software
Customer relationship management software (CRM) is a program designed to manage your company’s business interactions on a highly organized virtual platform. At 360e, we custom-built our CRM to serve home service contractors such as electricians, plumbers, HVAC contractors, and more. Learn more about this feature below!
Features of 360e’s Sales & Customer Management Software
360e field management software is easy to use and can be customized to your needs. The following are some of the most popular benefits of 360e’s sales and customer management software features:
- Maintain up-to-date client information database
- Keep records of all third-party contractors
- Assign representatives and teams to individual clients or jobs
- Track sales performance
- Create personalized invoicing with customer details
As a job management software designed for field contractors, 360e accommodates all of the intricacies of client relationship management for a small business. Record multiple addresses for clients, vendors, or jobs, and organize them into location information and billing addresses. Maintain updated information on all third-party contractors and all of their outsourcing contracts for easy access when you need their services.
Talk to our team today when you call (800) 725-9897 or visit us online!
Customer Management & Client Relationships
Keep track of which sales representatives and teams are assigned to individual customer accounts so that your representatives always have detailed information on the clients that they serve. This way, when a customer calls with a question or concern, you can direct them right to the representative in charge of managing their project.
Detailed statistics and metrics are available for individual jobs through the reporting tool. This easily accessible information will help you keep tabs on progress and status reports when looking at specific customer records. The extensive client details allow you to create a personalized plan for any additional work for faithful customers.
Take a tour of our field management software for an in-depth look at how 360e works!
Manage Sales & Service Representative Assignments
360e’s software allows you to closely track leads, manage sales cycles, and concentrate on sales aspects or tactics that maintain high closing rates. Make delegating tasks among employees and new customer assignments simple by monitoring the number of existing clients that each representative is assigned to. This way, you will be able to ensure that each customer receives the best care possible.