Increase Sales Team’s Efficiency and Customer Engagement
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Endless Automation Capabilities with Native Integrations
As RemOnline integrates with WhatsApp directly, you can open chats with clients right from digital work orders. To save your employees’ time on typing, use pre-configured templates and customize your message content. Shorten response time and impress clients with effective customer service communication.
Transform your social media conversations into an organized stream of clients while eliminating messy chats, pending responses, and lost leads. Streamline business workflows when dealing with your client's favorite communication channels:
The inbox of messages in one place
Conversations linked to leads and clients
Create work orders and estimates directly from messaging streams
Initiate conversations and send attachments
Make only relevant chats visible to employees
Message templates for automatic replies (coming soon)
“It's very cool when you see a name during a call, pick up the phone, and address the client by name. And the client is surprised that their name is remembered. People really like it when you call them by name; they immediately become more favorable.”
People like it when businesses communicate transparently and on time. RemOnline’s automation tools help keep clients in the loop about upcoming appointments, job status updates, promotions, and company news.
SMS notifications to track work order statuses
Seamless 2-way communication via WhatsApp and SMS
Automated reminders of appointments to reduce no-shows
Delayed sending of text and email reminders to deliver messages at the right time
Custom templates for various types of messages
Learn how RemOnline can help you achieve your business goals in a short demo
Import or create a single database of existing and potential customers in RemOnline to access your client-related data anytime. Choose the fields you need when importing, merging duplicates, updating, or exporting all data to Excel automatically.
Keep client records faster with convenient client forms. Use ready-made templates, add a payer field to differentiate corporate clients, and simplify the data entry procedure with auto-fill fields
Connect RemOnline to Google Contacts to automate the creation of client profiles
Use collected client data to configure the essential customer segments for further interaction (coming soon)
Secure access to the customer base in your entire company by configuring user roles and locations
Keep track of what your existing clients buy from you and how satisfied they are. RemOnline offers advanced features for reviewing relationships with clients from a historical perspective. In each client profile, you can find:
all devices or vehicles a client brought you for servicing
all work orders, sales, and payments
previous calls, SMS/Email notifications, WhatsApp/social media conversations
Watch in a live demo how RemOnline can automate routine in your business
Create shareable public links for estimates and work orders, enabling clients to access, review, and pay for services in just a few clicks. Leverage online payments through Stripe, ensuring fast and secure transactions without the hassle. Say goodbye to manual tracking with automatic status updates that keep you and your clients informed every step of the way.
Reviews are a great metric to measure customer satisfaction. Find out how friendly the people who work for you are and get valuable insights into your team's performance.
Collect customer feedback through automatic notifications and schedule the sending of review requests for the time your clients are most likely to respond. For a quick analysis, generate a report with all the data needed.
If your company has a loyalty program, set up a personal discount on services, labors, and materials. RemOnline automatically applies these discounts to every client’s work order, invoice, and sale.
Generate and distribute discount codes, and place them on plastic discount cards as barcodes so your employees can quickly scan those to find the work order or client profile.
“Our previous software didn't have any way to let the customer know their vehicle is ready. We had to email the customer manually when the job was done. With RemOnline, I don't have to send anything because it was pre-selected that the system sends a message whenever the car is ready.”
Use the Work Order Scheduler to find a convenient time for a client faster than you can say, avoid overlaps in employees’ work schedules, and ultimately improve customer experience and your team’s workload management.
In the RemOnline Work Orders application, your field technicians will impress clients with efficient on-site operations. With one tap, they can update work order statuses, leave comments, attach photos, and let clients pay via a QR code.
Log the source of every lead conversion in RemOnline’s customer base to assess the efficiency of your marketing efforts. Generate ad campaigns and lead conversion reports to discover detailed information about clients, work orders, and incomes grouped by marketing channels.
“RemOnline has given us the advantage of letting the client see in real-time how their repair is going and in what state their equipment is.”
Handy mobile and tablet apps for employees and managers
Native and third-party integrations for complete automation
Insightful analytics with custom dashboards
Ready to give RemOnline a try? Sign up and start earning repeat business with best-in-class customer management
FAQ
A customer database is a valuable tool that allows business owners to know and understand their customers by collecting information about them. A CRM solution like RemOnline helps collect, organize, and display customer data, making it easier for managers and technicians to access the right information.
It is more than that. Besides sending appointment reminders automatically, RemOnline helps service companies organize the entire database of clients, assets, service and payment history, loyalty programs, and customer feedback.
To find the right solution, identify your company's needs and study the sales process, highlighting the important steps in customer interaction. Then determine what features you need to support and improve this process: managing customer contacts, sending notifications, analyzing marketing campaigns, or other basic features that may vary depending on the type of your business. Test several customer relationship management systems with the functionalities you need and great user experience to choose the best option for your company. RemOnline, for example, offers a free trial period so you can see how easy it is to manage your customer base in the cloud.
For this purpose, you should enter all the necessary data into the system regularly and request your employees to check the relevance of customer data and update it if needed. Merge duplicates of client profiles to eliminate negative impact on your employees’ performance. Keeping your database up-to-date is a continuous process, so be patient and make it a good habit.
One way is to implement client relationship management (CRM) software that allows you to automate emails, notifications, and follow-up messages. For instance, RemOnline can track customer interactions, send personalized messages, and automate responses based on predefined triggers. You can integrate the RemOnline account into your Facebook company pages and Instagram profile to manage all client interactions in CRM.
