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The Single Source of Truth for Every Customer

Strengthen customer relationships and boost profits with our integrated Customer Relationship Management software. It links every job, communication, and invoice to the customer database and provides clients with a self-service portal.

customer database communication logs

Know Your Customers Like Never Before

Access a Complete Customer History

Our Customer database software provides a 360-degree view of every client.

Anyone on your team can instantly access a customer’s complete history, every job, quote, invoice, communication, and piece of equipment, ensuring they can provide fast, knowledgeable, and personalized service every time.

Empower Your Office Staff

Empower your office staff with a centralized hub for all customer interactions. Our integrated Customer relationship management software allows your team to easily view outstanding invoices and quotes, and quickly access comprehensive job and asset information for clients, even those with multiple locations or sites. This streamlines administrative tasks and ensures your team has all the necessary details at their fingertips to provide efficient and informed service.

Manage Complex Customer Structures

Gain a unified view of all customer interactions, even for clients with multiple locations, branches, or headquarters. Commusoftโ€™s

Customer relationship management software facilitates targeted communication for Job scheduling and Invoice communication, streamlining tasks and ensuring efficient, informed service.

Customer database and mobile app view

Tailor Your Database to Your Business

Your business is unique, and your CRM should be too. With the ability to create any Custom field you need, you can adapt the Commusoft platform to your exact workflow. Track gate codes, specific customer preferences, or any other vital information that helps provide exceptional service. Our software fits your business, not the other way around.

Streamline the Entire Financial Journey

Commusoftโ€™s CRM is your central hub for customer financial relationships. It offers a 360-degree view from quote to payment, tracking all financial documents. This enables robust reporting on financial trends and customer value. Seamless invoicing and payment tools allow for easy online transactions, providing a complete financial history and key data for field service analytics.

Don't Just Manage Your Field Service Business. Scale It with Confidence.

Trade it up to Commusoft

Reporting feature overview

Build Stronger, More Profitable Relationships

Centralize all client information with our Customer database software. Access full job history, manage communications, and provide superior service from one place.

Frequently Asked Questions

Is this different from a generic CRM?

Yes, fundamentally. While generic CRMs are powerful, they are not built for the unique workflows of a field service business. Our Customer relationship management software is purpose-built and fully integrated with your jobs, scheduling, assets, and invoicing. This provides a level of operational connectivity that standalone CRMs simply cannot match.

What can my customers do in the customer portal?

The Customer portal is a secure, self-service hub for your clients. They can log in to view their complete job and invoice history, see details of the assets at their properties, accept outstanding quotes, and make secure online payments for their outstanding invoices.

How flexible is the customer database?

Our customer database software is highly flexible. Using the custom field feature, you can add your own data fields to customer, property, and job records. This allows you to capture and track the specific information most important to running your business and serving your customers effectively.