CRM Runner is a full featured, mobile field and office service management solution that allows service providers, eCommerce, warehouse management, wholesale, and retail organizations of all sizes to manage their business from the office, and while on-the-go. Users can manage job scheduling to field staff, get real-time on-field work progress information, chat with employees through instant messaging, and send notifications to clients via SMS.
CRM Runner allows users to streamline operations and assign, manage and view real-time information about all jobs/tickets, track work completion progress, and get reports on their status. Custom fields and job templates enable contractors to create real-time reports from the field and attach photos. Apple and Google route navigation enables managers to monitor multiple locations, warehouse and workforce status with detailed reports as per their positions. Managers can view whenever a worker signs-off in real time, as well as track the location of contractors via GPS integration.
The ‘Plan Room’ tool enables users to design a customized work plan highlighting all the areas that need work, attach them to client estimates, and then send to technicians. Users can create custom quotes and invoices which can be sent to clients, and get up-to-date payment details. Organizations are able to receive payments using the mobile app, as well as send payment notifications or reminders to customers, and make payment changes instantly. SMS notifications can inform clients and workers of any time alteration requests, delays, and upcoming appointments. CRM helps generate and capture leads, and manage communication (including SMS marketing campaigns) right up to the sales process.
The customizable dashboard provides a complete overview of day-to-day operations, allowing users to monitor spending and sales, daily income and expenses, track inventory changes, and other areas of business operations. CRM Runner’s chat functionality enables seamless communication between managers, employees, and other team members including contractors and technicians to help with coordination.