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Description
BasiqCRM is crafted from the ground up to prioritize the essentials of running a business—your customers, inventory, and team dynamics. Each business has its unique identity, so relying on generic CRMs made for others may not be the best approach. With BasiqCRM, you have the liberty to tailor every module to fit your specific business requirements, liberating you from unnecessary constraints. This allows you to manage your operations in a manner that aligns perfectly with your vision. In the age of information overload, how do you distill the crucial insights? BasiqCRM offers an exceptional visual sales pipeline and a real-time dashboard that provides live sales data, empowering you to monitor your business activities and make informed decisions promptly and confidently. It's truly a game-changer for agile teams. In today's smartphone-dominated world, what if your CRM was also accessible on mobile devices? BasiqCRM includes dedicated mobile apps across all smartphone platforms for your sales team, enabling them to perform at their best, while you facilitate their success in achieving greater results. By integrating mobile functionality, BasiqCRM ensures that your team remains productive and connected, regardless of their location.
Description
Experience rapid growth and elevate your team’s performance, ensuring every customer departs satisfied. This comprehensive system caters to plumbing, HVAC, electrical, and various other contractors serving homes and businesses. Its user-friendly design is embraced by both technicians and clients alike. Boost your average sales per transaction while guaranteeing a positive customer experience. The available package options are straightforward and tailored for your technicians' needs. Key performance indicators keep you updated and aligned with your goals. With distinct dashboards, you can easily discuss relevant information with both technicians and management. Additionally, monitor your marketing expenditures, sales generated from repairs, year-over-year revenue trends, average ticket values, service agreement sales, and other critical metrics to ensure ongoing success in your operations. This system not only facilitates growth but fosters a culture of accountability and clarity within your team.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
QuickBooks Online Advanced
pulseM
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
NET Karma
Website
basiqcrm.com
Vendor Details
Company Name
FieldWorx
Country
United States
Website
www.fieldworx.software/
Product Features
Electrical Contractor
Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management
Garage Door
Billing & Invoicing
Contract Management
Customer Management
Dispatch Management
Equipment Tracking
Inventory Management
Job Costing
Scheduling
Warranty Tracking
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Plumbing
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Product Features
Electrical Contractor
Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
HVAC Estimating
Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
