A powerful CRM for service businesses
The more customers you have, the harder it is to maintain customer relationships, an essential part of your business. A customer relationship management (CRM) system can not only help manage and improve your customer experience, but can lift your bottom line in other ways as well.
Helpful features in a CRM for service businesses
When your business is all about providing a service rather than a tangible product, it's crucial to understand what drives your customers and gain insights into how to improve their experience. The most powerful CRM softwares have several features that make it easy for businesses to analyze customer feedback, increase customer loyalty, and drive more revenue. These features may include:
Automations to automate repetitive work so you can focus on what matters
Integrations that keep all of your tools in one place to increase efficiency
Views that let you visualize data and your operations in different ways
Dashboards to help you simplify decision-making using real-time insights
monday.com has all the capabilities of a CRM for service businesses, plus more.
Our fully customizable, user-friendly platform lets you handle all your work in one place. Start creating your CRM system from ready-made templates or easily tailor any recruitment pipeline, workflow, and process to drive real business impact—all on monday.com. Here's what you'll get on our platform:
Total flexibility
Customize your CRM to fulfill your specific needs. Schedule and dispatch jobs, fulfill purchase orders, manage billing and payments, run marketing automations to generate leads, create, share, and store documents, and much more—all on one flexible, user-friendly platform.
Intuitive interface
We make it easy for any team member to learn our platform and perform actions in minutes—no developer assistance needed. Easily create any workflow with our drag and drop functionality and visual boards. Build your CRM with one of our pre-made templates or easily start from scratch.
Robust automations
Focus on engaging and retaining customers instead of repetitive processes that slow you down. Use our automatic reminders to alert employees of jobs, notify you when they mark the job as complete, send personalized follow up or reminder emails, and more.
Multiple views
Visualize tasks, updates, jobs, pipelines, and other data however you want. monday.com offers views such as: Calendar, Gantt chart, Kanban board, Timeline, Chart, Map and more. For instance, use the Chart View to understand how many jobs were completed on time during a specific month or break down customer surveys by responses.
Dashboards
Display all your important information in one place with custom dashboards. Increase visibility into payment statuses, jobs, and team performance. Run reports from a high-level view of your operations down to tiny details. Use the Numbers widget to see a summary of your budget or employee hours in one place.
Integrations
With integrations, you can manage your entire sales pipeline without needing to switch tabs. Set up your integrations in just a few clicks. Choose from Slack, Google Calendar, Zoom, Zapier, Gmail, and more. Once you set up your integrations, create custom automation recipes in seconds to streamline your pipeline.
Frequently asked questions
A customer relationship management (CRM) software manages your current and potential customer relationships. The main goal of a CRM is to improve customer relationships, but a not all CRMs share the same capabilities. A robust CRM—such as the one from monday.com— helps companies communicate transparently with customers, streamline processes, and increase profitability.
CRM helps you improve customer satisfaction by tracking and managing customer interactions and gathering customer feedback. As you understand customers more and more, you can improve customer satisfaction and increase your revenue.
There are three main types of CRMs: collaborative, operational, and analytical. A collaborative CRM ensures all team members company-wide can access up-to-date customer data. An operational CRM helps you improve workflows to optimize the customer experience. An analytical CRM helps gather data in an easily digestible format.
When looking for a CRM for your business, consider one that performs the actions of all three types, such as monday.com.
When looking for a CRM for your business, consider one that performs the actions of all three types, such as monday.com.
What is a service CRM?
A customer relationship management (CRM) software manages your current and potential customer relationships. The main goal of a CRM is to improve customer relationships, but a not all CRMs share the same capabilities. A robust CRM—such as the one from monday.com— helps companies communicate transparently with customers, streamline processes, and increase profitability.
How does CRM help in the service industry?
What are the 3 types of CRM?
Use our CRM for service businesses and increase leads
monday.com helps over 152K customers work without limits. Create a customized CRM software and easily track and maintain client relationships.
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