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CRM RUNNER

Name: CRM RUNNER
Rating: 4.5 (2 reviews)

By CRMRunner

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Highlights : About CRM RUNNER

Electronic signature

Leads management

Customer management

Inventory management

Supplier management

Employee management

Contractor management

About CRM RUNNER

CRM RUNNER is a cloud-based field and office service management solution that helps businesses assign jobs to their employees, track job progress and manage payments. Key features include employee management, lead tracking, quotes and invoicing, customer relationship management (CRM), inventory tracking and more. CRM RUNNER offers a customizable dashboard that provides an overview of current operations. The solution helps users keep track of daily income and expenses, manage inventory changes and receive notifications for pending tasks. The employee management module allows users to rank employees based on their performance, assign tasks and send alerts to individuals. The role-based permission feature allows management to assign different level of access to employees based on their role and duties within the organization. CRM RUNNER is available on a per user per month subscription basis. Support is offered via phone, email and live chat.

Specifications

Business Size

Small

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Payment collection in the field

Dispatching

Service history tracking

Routing

Quotes / estimates

Dashboard

Leads management

Customer management

Invoices

Templates

Transactions

Jobs/work orders

Plan room for customized work plans

Time attendance

Satisfaction ratings

File management

Online booking

Transactions

Permissions

Geolocation / GPS tracking

Stock management

Credit card processing web/app

QuickBooks integration

Mobile app

Collaboration tools

Benefits

Business Management From Anywhere and Using Any Device

CRM RUNNER is a cloud-based solution meaning users can run and manage their business from anywhere, using any connected device.

Scheduling Tools

Scheduling tools help keep the office and clients organized and informed about multiple location work schedules and ongoing operations.

Notifications

The SMS module enables organizations to notify clients about the arrival time of their service agents, as well as inform the techs of any changes within the schedule, routes, or additional client requests.

Customized Dashboard

The customizable dashboard provides users with a complete overview and analytics of all day-to-day operations, allowing users to manage real-time field jobs, and track various areas of business operations.

Chat Feature

Stay connected with employees and team members throughout the day by sending instant messages using CRM RUNNER's chat feature.

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