CRM · Customer relationship management
CRM and online quoting software for field service companies
From first contact to signed quote — without chasing by hand.
Essuivi's sales module: prospect tracking, 360° customer record, online quotes, automatic quote follow-up and e-signature. The signed quote goes straight to the field schedule.
Three revenue leaks the CRM module plugs.
Requests come in by phone, email and web form, and end up scattered between a spreadsheet and an inbox.
The quote goes out, then nothing: nobody has time to follow up, and the customer signs elsewhere.
Once signed, the quote is re-keyed to create the job — with all the errors that come with it.
Every request becomes a customer record, every record an online quote, followed up automatically until e-signature — and the signed quote triggers the job with no re-entry.
From anonymous visitor to signed quote, then out to the field.
Your entire customer relationship, from contact to signature.
Prospects & customers
Every request becomes a customer record, with the full history in one place.
Quote
A clean online quote, built from your service catalog.
E-signature
The customer signs from their phone, and the quote switches to accepted.
Automatic follow-ups
Unanswered quotes are followed up for you, at the right time.
Website widget & tracking
Your website visitors become identified prospects.
A 360° customer record, from the first call to the latest job.
Contact details, requests, quotes, jobs and invoices together on a single record. Prospect tracking happens in the same place as managing existing customers.
- 360° customer record: sales, operations, finance
- Prospect tracking by stage, from contact to quote
- Complete history of communications and documents
- Multiple sites and contacts per customer
- Company
- Contact
- Phone
- Industry
- Heating, ventilation & air conditioning
- Requests
- Quote
- Follow-ups
Online quotes ready in a few clicks.
The quote is built from your catalog of services and parts, with quantities, prices and VAT calculated. It goes to the customer by email with a link to view it online.
- Reusable catalog of services and parts
- Automatic excl. VAT, VAT and incl. VAT totals
- Sent by email with an online viewing link
- Quote status tracked in real time
- Customer
- Created on
- 12/08/2026
- Valid until
- 11/09/2026
- Total excl. VAT
- 1 690,00 €
- VAT 20%
- 338,00 €
- Total incl. VAT
- 2 028,00 €
Signed from the customer's phone.
The customer views the quote and signs it electronically, with no printing or scanning. The signature is time-stamped and the quote automatically switches to accepted.
- E-signature from mobile or computer
- Time-stamp on every signature
- Quote automatically accepted on signature
- Signed document archived on the customer record
- Date
- 20/08/2026
- Time
- 09:42
- Channel
- Signed on mobile
Automatic quote follow-up, without giving it a thought.
You set the pace once. Unanswered quotes are followed up by email, and the sequence stops as soon as the quote is signed.
- Configurable follow-up sequences (Day 3, Day 7…)
- Automatic stop on signature
- Customizable email templates
- Day 0Quote sentSent
- Day 3Automatic follow-up emailSent
- Day 7Second follow-upScheduled
The sequence stops on signature.
Know what the prospect was looking for before they call.
A widget on your website captures requests and traces the visitor's journey. The request lands in the CRM with its context: pages viewed, source and device.
- Request form built into your website
- Page journey attached to the request
- Visitor's source, device and approximate area
A CRM that speaks your trade.
The CRM module hands off to the field and to invoicing.
Get started on the CRM module with us.
Guided import of your customer file, plus hands-on setup of your service catalog and quote templates.