Lead Conversion, Lost Leads, and Employee Performance Reports
17 May 2022
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Affordable CRM System That Does It All
Collect Leads in One Database For Small Businesses
Do not miss out on opportunities because of poor lead management. Collect potential customers from different sources in RemOnline to successfully convert them into real work orders:
Automate the collection of leads from social networks and websites
Analyze the conversion rate and the number of prospects from various marketing channels
Set tasks for employees and control deadlines
Convert leads into loyal clients by guiding them through the status funnel
Deadline Control
Conversion Rate Tracking
Tasks for Employees
Maintain Accurate Customer Information
All the data you need about your clientele will be collected and well-structured into one small business customer database. This will help you increase customer loyalty as well as simplify contact management for your employees:
Customer data, contact and work order details are available In one click
A complete history of customer interaction
Integration with VoIP and SMS gateways for automated communication
Setting up discounts for individual customers
Customer Base for Small Businesses
Work Order and Communication History
Loyal Customer Discounts
Schedule Appointments and Field Services
With smart CRM tools in place, you can improve customer service and offer personalized customer experiences. The built-in calendar in RemOnline ensures your appointments don't overlap, customers don't wait in queues or aren't late for scheduled services:
Pre-book weeks in advance and create work orders right in the Scheduler
Quickly find available technicians on the day the customer needs
Set up automatic reminders of appointments, promo messages, or review requests
Job & Appointment Scheduling
Automatic notifications
Employee Work Schedules
Customer Feedback Collection
Book a 30-minute Demo to see how RemOnline can save you time = money
CRM Software For Work Order Management
Speed Up Work Order Processing
Impress your customers with fast and timely services. Shorten admin time and track work order completion at each stage of your customer journey:
Meet deadlines with Status Time Limits
Build unique status sequences for different types of work orders and locations
Notify your team of statuses or other changes in work orders
Specify clients and payers in work orders to invoice corporate clients hassle-free
Work Orders on Your Smartphone
Let your team stay organized while being on the go. With the RemOnline Work Orders app, your employees have access to all the data they need from their smartphones and tablets:
Contact database and work order details are always a tap away
Contact with customers and managers in seconds
Adding comments and photos to work orders from the phone
Instant view of a client’s address on the map
Push notifications for prompt updates
Automate Routine Processes
Focus on customers and let RemOnline take care of workflow automation:
Built-in directories of services, works, and products for the service industry
Pre-set and custom document templates and flexible data entry forms
Automatic calculation of the final cost of the work order
Automate your service business today to increase profits tomorrow. Test all the features of the RemOnline CRM system for 7 days FREE
CRM with Inventory Management
Perform Warehouse Operations Effortlessly
See stock levels, post, write off, or transfer goods, make returns to suppliers, and add parts to work orders or sales.
Build a Profitable Stock
Use bin locations and serial numbers for more accurate storage, analyze your product mix and set up low-in-stock alerts to refill on time.
Virtual Warehouses
Bin Locations
Assortment Analysis
Reviews and Company Rating
Improve Your Team Performance
No time-consuming calculations
No misused data or fraud
No missed appointments
No exceeded deadlines
Automatic Payroll
Calculation of base salaries by hours, days, and months worked, including vacations and days off
Commissions for work/sales completed
Coefficient for calculating salaries based on employee experience and seniority levels
Payroll accrual and payout to employee balances for transparent business relationships
Employee Work Schedules In a Flash
Plan your employees' time in 5 minutes or less
Auto-complete work schedule for weeks and months in advance
Employees' work schedule visualization in different locations
Track Employee Actions in the Program
RemOnline logs 60+ events done by employees in the software for service businesses
Recover deleted objects like clients, cashboxes, and warehouses with one click
See activities by employees and locations on a single page
Task Manager
Create one-time and recurring tasks
Track changes of each task in the Event Feed
Set up automatic sending of notifications on task completion progress
Complete tasks on the go via the Work Orders application
Set up commission calculation for tasks completed on time
RemOnline is a simple work order management system for businesses that operate locally or are spread over different locations
CRM for Business Development
Mobile App for Business Owners
In the RemOnline Boss app, you can monitor KPIs, read reviews, track cashbox balances, and quickly contact employees and clients.
20+ Types of Reports Two Clicks Away
Generate reports on work orders, employee performance, marketing campaigns, and summaries of your stock and financial performance for any period.
Easy-to-Read Analytics
The Company Insights report presents KPIs in the form of interactive dashboards so you can combine metrics as you need to track customer trends and reveal business opportunities.
Book a 30-minute Demo to see how RemOnline can save you time = money
RemOnline offers a complete set of tools and CRM applications for small businesses to increase customer satisfaction
Quickstart and intuitive user interface
Dedicated Customer Support
Flexible subscription plans
Regular updates
FAQ
What is customer relationship management software?
Customer relationship management software, also known as CRM software, is a tool that helps businesses manage and analyze their interactions with current and future customers. A customer relationship management tool allows companies to track customer information, such as contact details, purchase history, and preferences, on a single platform. CRM software enables businesses to improve customer service by providing a more personalized and efficient customer experience. It also helps identify sales opportunities, track leads, and manage every step of your sales process. CRM software plays a crucial role in enhancing relationships with customers and driving business growth.
What are the core features of CRM software?
The basic features of CRM software include customer tracking, which allows businesses to store and organize customer information such as contact details, purchase history, and preferences. Another critical feature is task and activity management, which helps businesses keep track of customer interactions and follow-up tasks. A CRM solution also typically includes sales management features like lead management, which allows businesses to track and manage potential customers throughout the sales process. Additionally, CRM software often includes reporting and analytics capabilities, which provide businesses with insights into customer behavior and trends. Finally, many CRM software solutions provide third-party integrations, such as email marketing software or social media platforms, to streamline customer communication and engagement.
Does RemOnline offer an enterprise plan?
Absolutely! If you manage an established enterprise with up to 1500 employees, RemOnline can provide all the core and advanced features combined with premium customer support services. Find more information about our professional plans on the Pricing page.
What automation features should I look for in CRM software?
When looking for a CRM solution, several automation features can significantly benefit your business.
- Features that automate the data entry process, such as the ability to capture and import customer information from various sources automatically. This saves time and reduces the risk of human error.
- Workflow automation is essential, allowing you to set up automated processes for tasks such as lead nurturing, follow-ups, and customer onboarding. This ensures that essential actions are noticed and helps streamline your sales and marketing efforts.
- Another key feature to consider is email marketing automation, which allows you to send personalized, automated emails to customers based on their actions or specific triggers. This helps your sales team to nurture leads and maintain engagement with customers.
Ultimately, the automation features you should look for in CRM software depend on your specific business needs and goals, but these are some key features to consider.
