CRM · Customers
Customer management software for field service companies
Everything you know about a customer, in one place.
Contact details in a spreadsheet, quotes in an inbox, jobs on a paper schedule: to answer a customer, you have to pull it all together. With Essuivi, each customer has a single record that brings together sales, field work and invoicing, from first contact to last invoice.
Sales, operations, finance: three tabs, one customer.
The customer record brings together contact details and three views: quotes and sales communications, jobs and reports, invoices and payments. Each team reads the tab that matters to it.
- Sales tab: quotes, follow-ups, communications
- Operations tab: jobs and reports
- Finance tab: invoices and payments
- Contact details and job addresses
- Company
- Contact
- Phone
- Industry
- Heating, ventilation & air conditioning
- Requests
- Quote
- Follow-ups
Every lead arrives with its source.
A lead is created from the website form, from a call or manually. Its source is recorded on the record, so you know where your customers come from.
- Created from the website form
- Created from an inbound call
- Created manually by the team
- Source kept on the record
The full history, linked to the customer.
Calls, quotes, jobs, signed reports and invoices are added to the record as they happen. A new colleague gets the context without having to ask.
- Complete timeline of interactions
- Quotes, reports and invoices at hand
- History available in the office and in the field
What people ask us about this.
Yes. Your customers can be imported from a spreadsheet during onboarding; the import is part of our support.
Yes. A customer record can hold several job sites, each with its own address and access information.
Yes. From the mobile app, the technician can view the information relevant to the job and the site's history.
The record has a status: a lead becomes a customer as soon as their first quote is accepted, with no need to create a new record.
This module in the Essuivi cycle.
Every customer, a single record.
See how the 360° customer record brings together sales, field work and invoicing.