CRM for service businesses
Give sales, engineers and support one connected view of each customer.
Explore the workflowCRM, sales and service software for installation, engineering and technical support teams. Connect the customer, quote, job, stock and conversation in one business platform.
Here’s what needs your attention today.
YOUR SYSTEMS. WORKING TOGETHER.
Connect communications, networks, finance and physical operations with the customer at the centre.Connect the customer, site and contact to the sale, the job and the equipment. Rymley’s Customer 360 brings communications, network information and service history into that same context.
The linked Sales Order is Ready to Invoice.
Actual usage stays linked to real Inventory.
Serialised equipment becomes a Customer Asset.
One Sales Order and one Ticket linked.
The Deal is Won at the accepted Quote value.
An accepted Quote creates one Sales Order and one Ticket after a staff review. The Sales Order preserves what was ordered; the Ticket records the labour and materials actually used.
The Sales Order records the commitment. The Ticket owns material activity.
Example: access points on a job, connected through to invoicing and Sage.
Conversations linked to service history.
Permission-aware summaries, ready for review.
The Wildix integration goes beyond click-to-dial. Recognise a caller, see open tickets and assets, connect the call to service work, and find recordings through the customer or ticket.
A secure portal wizard gathers the users, numbers, opening hours, routing and devices needed for a phone-system rollout. Customers can save progress, review and approve their information.
A secure Customer Portal journey, with saved progress and missing-information checks.
Approved information → supported Wildix configuration → engineer review.
Illustrative network view using demonstration data only.
Record quick recoveries. Escalate persistent outages with site and equipment context.
UniFi monitoring brings internet health, gateways, switches and access points into the customer context. Connect asset identity to live operational state, and act on persistent problems before the customer needs to call.
Rymley brings smart-meter readings, building alerts, controlled access, messages and network health into the same customer and site context as the work. Teams can understand the event, the location and the next response without moving between separate tools.
Illustrative operational view using demonstration data only. Customer names, phone numbers and identifiers are never used in public Rymley visuals.
Meter, security, access, message and network events retain their site context. Rules and permissions determine any automated action.
Operational status connects work to the commercial handoff. Rymley automation turns a persistent network outage, PBX alert, incoming email or device event into the next appropriate action.
Monitoring events connected to the people who can act.
Give sales, engineers and support one connected view of each customer.
Explore the workflowConnect the accepted quote, job, stock and ready-to-invoice handoff.
Explore the workflowBring tickets, customer history, communications and assets into the work.
Explore the workflowConnect customer calls, tickets and structured phone-system onboarding.
Explore the workflowTurn persistent network events into customer-aware service requests.
Explore the workflowFollow equipment from supplier receipt to stock, installation and customer support.
Explore the workflowConnect smart-meter usage, site context and billing-ready activity.
Explore the workflowConnect site events, alarms and authorised access to the right operational response.
Explore the workflowUse approved WhatsApp notifications with delivery status and the site context behind each message.
Explore the workflowA practical evaluation checklist for customer records, job delivery, equipment and integrations.
Read the guideWork through customer mapping, persistence, assignment and recovery before switching on automation.
Read the guideThe customer, the sale, the job, the stock and the support team. One business platform. Business, connected.