CRM for service businesses
Give sales, engineers and support one connected view of each customer.
Explore the workflowCONNECTED WORKFLOWS
Find your starting point. Connect the whole business.
Explore the customer, sales and service workflows that bring your team together. Start with the work you need to improve, then connect the systems around it.
EXPLORE YOUR WORKFLOW
Built around the work you do.
Quote-to-job management
Connect the accepted quote, job, stock and ready-to-invoice handoff.
Explore the workflowConnected service desk
Bring tickets, customer history, communications and assets into the work.
Explore the workflowWildix CRM integration
Connect customer calls, tickets and structured phone-system onboarding.
Explore the workflowUniFi monitoring and ticketing
Turn persistent network events into customer-aware service requests.
Explore the workflowInventory & asset tracking
Follow equipment from supplier receipt to stock, installation and customer support.
Explore the workflowEnergy management
Connect smart-meter usage, site context and billing-ready activity.
Explore the workflowSecurity & access operations
Connect site events, alarms and authorised access to the right operational response.
Explore the workflowOperational messaging
Use approved WhatsApp notifications with delivery status and the site context behind each message.
Explore the workflowPRACTICAL GUIDES
Make an informed next step.
How to choose CRM for a service business
A practical evaluation checklist for customer records, job delivery, equipment and integrations.
Read the guidePlan UniFi alerts that create useful tickets
Work through customer mapping, persistence, assignment and recovery before switching on automation.
Read the guideBUSINESS, CONNECTED.
Let your information move the business forward.
The customer, the sale, the job, the stock and the support team. One business platform. Business, connected.