CRM

Automate your client information management system and provide the best customer services than any manual method can.

FieldPLANR makes it possible for you to ward off paperwork and automate nearly every task involved in field service management. This helps you in retrieving any data quickly and accurately as it is digitally stored.

The module is boundless and allows handling of a large amount of data. With the customer relationship management (CRM) module, this CRM for Field Service coordinator helps you manage:

Prospects
Clients
Suppliers

Trail / Demo

CRM or Customer Relationship Management aims to record all information relating to a prospect or customer, including meetings, calls, notes, new contacts, locations, terms and conditions. Fieldplanr CRM module facilitates recording & organising of all the data mentioned above in the best possible way.

The module is boundless and allows handling of a large amount of data. It’s increasingly becoming important for small-medium-sized companies to maintain and organise their customer/prospects data to provide better service, follow-ups and win back new & repeat business.

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Trail / Demo

Reports

Run system generated reported or generate your own reports that are highly customizable. Choose from two views – Tabular and Summary.

Tabular report is a brief description of your customized report and lets you view data in a simple forma including total calculation. Summary report is a detailed view and allows for subtotals and a more descriptive summary of all fields that you choose.

Both views are highly customizable and can be generated wholly based on your preferences.

The client management system serves as your one place to find every information you will ever need to follow up with your prospects and retain great relationship with existing clients and suppliers alike.