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Simple and quick client acquisition and management. Maps can be used by sales teams to find new leads, gain new clients, and manage services for current clients. Improved lead management prevents the need for repeated sales visits, saving time and money. By receiving in-app lead status updates and following leads on maps, sales reps can manage and nurture prospects more effectively.
clever routing that is automated and based on the geographic flow of the locations of the clients. The software methodically distributes jobs for each day of the week based on the type of service needed and where it will be provided. Additionally, the platform automatically determines and provides the best map route for technicians to take in order to efficiently perform all of the day’s activities while minimizing travel time.
Pre-service contracts may be easily signed in-app, and appointments can be scheduled through the sales app to expedite customer acquisition and service delivery. The technician app’s swift invoicing feature enables quick invoice production upon service completion while accounting for the scope of services received, the use of items like chemicals, and other crucial billing information.
Access to thorough reports with in-depth analytics for sales, operations, and more are provided by the platform. The reports provide a wealth of useful information that can be put to use, based on several metrics and factors that are accessible via both the web and the sales app.
For operational ease, communications are fully automated. Within the web app and mobile apps, get notifications for all company updates, including leads, lead status, sales, future services, and much more. Regular service updates and alerts are delivered to customers via email and SMS.
Aequitas Infotech Pvt Ltd first understood the pain points in the existing pest control industry and came up with a tailor-made CRM that is designed specifically to address those pain points. The CRM that we develop perfectly helps our clients to take care of their operations and boosts efficiency and productivity.