CRM
Software that stores your customer information, history, and communications in one place — so you have context on every customer interaction.
Also known as: Customer Relationship Management, Customer Database
Software that stores your customer information, history, and communications in one place — so you have context on every customer interaction.
Also known as: Customer Relationship Management, Customer Database
CRM stands for Customer Relationship Management. It refers to software that stores customer information, interaction history, and pipeline data in one organized system.
For a service business, the CRM is where you store:
A good CRM means you never have to dig through your phone, email, and notebook to remember what was discussed last time.
Most CRMs you’ll see advertised (Salesforce, HubSpot, Pipedrive) are sales CRMs designed for B2B companies with long deal cycles. Service businesses don’t need most of that complexity. What they need is:
A service-business CRM is usually built into an all-in-one platform (Kairvio, Jobber, Housecall Pro) rather than purchased separately.
If you’ve ever:
…you need a CRM.
Read What Is a CRM and Does Your Service Business Need One? for the long form.
A fixed fee a service business charges to send a technician to a job site. Covers travel time and the visit itself; usually credited toward the final invoice if work is performed.
Software that runs the operations of businesses with technicians in the field — scheduling, dispatch, work orders, invoicing, and customer communication.
The practice of tracking the actual labor, materials, and overhead spent on each job to determine real profitability per project.
The number of jobs a service business completes per geographic mile traveled. The single biggest lever on field productivity.
Kairvio is the all-in-one app for service businesses. Calls, AI, scheduling, invoicing, payments — in one place.
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