Service Company CRM - 50+ Reps
50+ reps · service, collections & sales

Service Company CRM - 50+ Reps

CRM for a company with 50+ reps across customer service, collections and sales: ticket queue, debt and payment tracking, sales pipelines, per-department permissions and automations that hand customers between departments without anything falling through the cracks

Overview

Comprehensive CRM system developed specifically for a service company with 50+ active agents. The system is used daily by the entire team for managing customers, tasks and processes.

Key Features

  • •Full customer management - customer card with full history, notes, files and relationships
  • •Smart task management - automatic assignment to agents with reminders and tracking
  • •Business automations - automated processes saving hours of work daily
  • •Reports and analytics - real-time dashboards for management
  • •Permissions and hierarchy - complex permission management by role and team

Technology

Built on Base44 with integrations to WhatsApp, Gmail and the company's reporting tools.

Results

  • •Thousands of hours saved monthly
  • •40% improvement in customer response time
  • •Significant reduction in human errors
#Customer Service#Collections#Sales#Automation