SERV CRM
Your Command Center for Customer Success
Running a trade business means juggling a lot. SERV CRM centralizes your customer data, streamlines your team management, and automates follow-ups, so you can work smarter, not harder.
CRM Dashboard
Comprehensive overview of customer data, schedules, and team activity
Master Your Operations, From Back Office to Field
SERV CRM is more than just a contact list; it's the engine that powers your business. It helps you manage every interaction, optimize team scheduling and dispatch, and automate customer follow-up, ensuring every customer gets a personalized touch and feels valued.
Office Management
Desktop dashboard for comprehensive business oversight
Field Operations
Mobile app for technicians on the go
Tools to Supercharge Your Operations
Efficient Team Management
Automate tedious tasks and manage your team efficiently, freeing up hours every week.
Customer Follow-Up Automation
Ensure no lead or customer is left behind with automated follow-up sequences, building loyalty and repeat business.
Win More Work Workflows
Implement team workflows that help you convert more leads into booked jobs, from quoting to completion.
Centralized Customer Data
Keep all client information, service history, preferences, and communication logs in one easy-to-access place.
Dispatch & Route Optimization
Get the right tech to the right job at the right time with smart scheduling and route planning.
Grow Your Business, Build Stronger Relationships
With SERV CRM, you're not just organizing data; you're creating a foundation for sustainable growth and unparalleled customer loyalty.
Boost Efficiency
Automate administrative tasks, saving valuable time and reducing errors.
Improve Customer Retention
Personalized service and timely follow-ups keep clients coming back.
Increase Profitability
Streamlined operations and better lead management lead to more revenue.
Empower Your Team
Give your technicians and office staff the tools they need to excel.
The Core of the SERV System
SERV CRM is a central hub, seamlessly integrating with EXPRESS for bookings and feeding into Reporting & Analytics for comprehensive insights.
SERV EXPRESS
Customer Bookings
Captures leads and processes bookings that flow into CRM
SERV CRM
Central Hub
Manages all customer relationships and operations
REPORTING
Analytics & Insights
Comprehensive insights from CRM data
Ready to Master Your Business?
Stop letting disorganization slow you down. Get SERV CRM and take control of your operations, build lasting customer relationships, and drive your business forward.