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ease
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design
support

Average Ratings 0 Ratings

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ease
features
design
support

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Description

Expanding enterprises encounter difficulties in managing leads, scheduling tasks, monitoring progress, and handling various daily operations. CRM Runner serves as a comprehensive solution for managing both field services and office tasks. Create visually appealing quotes that make a lasting impression, accept payments via email, and automate recurring invoices as necessary. Seamlessly integrate your current business email setup with CRM Runner to consolidate all your operations onto a single platform, simplifying your daily workflow. You can also configure IVR systems, record voicemail messages, purchase local and toll-free numbers globally, and access your call history, while enabling hands-free communication with clients and sending bulk SMS updates. Furthermore, stay organized and maintain current contact information directly through our system. Monitor employee productivity and time tracking effortlessly; staff can clock in using the app, which includes a selfie feature for identity verification. This ensures an efficient and secure work environment while enhancing overall management.

Description

As a maintenance expert, your responsibilities can be overwhelming. Balancing various tasks, coordinating with field agents, and satisfying client demands can take up a significant portion of your day. Serfy provides a robust field service software solution that simplifies your workload. With this application, you can easily create, assign, and monitor tasks, communicate with clients, and digitize your paperwork all in one place. Wondering who is responsible for what and when it's due? Serfy allows you to transform customer reports into actionable tasks and delegate them to field agents in just seconds. You can oversee tasks in real-time, managing all your jobs from a single interface. When multiple employees are working in the field, managing them closely can become quite stressful and time-consuming. You can efficiently allocate jobs to your agents and receive instant reports, keeping you ahead of the game. Clients can also easily report issues through Serfy, streamlining communication. Whether automating task assignments or quickly assigning urgent requests, Serfy helps you respond to client needs effectively. By utilizing this powerful tool, you can foster stronger relationships with the individuals who are vital to your business’s success and enhance your overall operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online

Integrations

QuickBooks Online

Pricing Details

$15 per month
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

CRM RUNNER

Founded

2017

Country

United States

Website

crmrunner.com

Vendor Details

Company Name

Serfy

Founded

2012

Country

Lithuania

Website

www.serfy.io

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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

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

Product Features

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

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

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