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CRM for Service Businesses

Build a Better Customer Experience

Like most service businesses, you’re probably searching for the best ways to build stronger relationships with your customers. Our proven customer relationship management (CRM) for service businesses provides the tools you need to understand your customers better so you can deliver a better overall experience. With a complete customer history at your fingertips, your dispatchers, technicians, and office staff will be able to keep your customers happy with exceptional personalized service every time.

Like most service businesses, you’re probably searching for the best ways to build stronger relationships with your customers. Our proven customer relationship management (CRM) for service businesses provides the tools you need to understand your customers better so you can deliver a better overall experience. With a complete customer history at your fingertips, your dispatchers, technicians, and office staff will be able to keep your customers happy with exceptional personalized service every time.

Built In Sales and Customer Retention Tools That Anyone Can Use

At Shafers, our customer database is the foundation for everything you do to make your service business successful. Our CRM for service businesses makes it easy to filter information and use it to target new markets. Create a list of customers from a geographic area where you want to be more competitive and produce a mailing campaign to invite them to try your services or alert your existing customers with proactive notifications when their equipment nears the end of its warranty.
Track leads, prospects, and new sales.
Filter specific targets for marketing campaigns, such as customers who haven’t renewed their service agreements.
Create discounts for customers who meet certain criteria, such as a geographic area where you want to be competitive, or customers with new service agreements.

Keep your Entire Team in the Loop.

Explorer Shafers allows you to track every customer interaction from that first job to emergency calls to maintenance agreement reminders. Creating files that everyone in your company can access allows your team to deliver consistent, knowledgeable service so that you can earn repeat business from your customers. Your dispatchers can assign jobs to the technicians with appropriate skillsets and your techs can offer the best replacement equipment while they are on site.

Track key customer data like service history, equipment installed, warranty expiration and more.

Easily add information from new customers using our templates, and the data is distributed so it can be used by dispatch, your technicians, and your office staff.

Book a Demo or talk to our team about how Explorer Shafers can help your business

Explorer Software

220 - 145 Chadwick Court, 
North Vancouver, 
BC,Canada, V7M 3K1
sales@explorer-software.com
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