SOFTWARE SOLUTIONS
Small Business CRM Designed for Field Services Businesses
The customer relationship management software that reduces manual errors and increases profits for small field services businesses
As a small business owner, you know how crucial your relationships with customers are to the success of your business. Optsy’s customer relationship management (CRM) software empowers you and your field service team to manage all customer data quickly, easily, and accurately — no matter where you are.
Our field service CRM offers a centralized, easy-to-use database of past, current, and potential customers. Beyond just storing information, it helps you manage communications, set reminders, capture notes, and organize attachments. And like every component in Optsy’s field service software suite, the CRM fully integrates with scheduling, invoicing, dispatching, and more, streamlining your operations and drastically reducing errors.
Why you’ll love Optsy’s field services CRM
Integrated customer data
Enter customer details once and have them instantly available across the Optsy platform, whether you’re creating estimates, scheduling jobs, optimizing technician routes, or generating invoices and receipts. This eliminates duplicate data entry and ensures accuracy at every step, especially with our real-time updates from the field and office.
Manage customer communication
All incoming and outgoing messages are tied directly to each customer profile. This comprehensive communication log provides your entire team with complete visibility into past conversations and service history, thereby improving response times and customer satisfaction.
Set tasks and reminders
Stay one step ahead of your workload by assigning tasks and setting reminders for yourself and your team. Never miss a follow-up or an important deadline again.
Record notes and organize attachments
Easily save notes, photos, contracts, and any other documents that are important to be with each customer profile. Whether you’re in the office or on-site, access everything you need via desktop or our mobile app.
Access the customer web portal
Your team and your customers can stay connected anywhere, anytime. The customer web portal enables on-the-go access to job updates, appointment details, and billing information through smartphones or tablets.
Secure and Reliable
At Optsy, we understand the importance of protecting your customer data. Our CRM is 100% security-minded, employing robust access controls and secure data storage to keep your information safe and compliant with industry standards. Your business and your customers can trust that sensitive data is handled with the highest level of care.
Save Time, Reduce Errors, and Grow Your Business
By automating key administrative tasks and integrating your entire field service workflow, Optsy’s CRM saves you hours each week and helps you avoid costly mistakes. That means you can focus on delivering exceptional service and growing your customer base, without the headache of manual data management.
