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330 Railroad Ave, Floor 2
Greenwich, CT 06830
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(203) 200 0588‬

Customer Relations Management (CRM)

Why CRM?

Accurate, on-hand client data is more than just convenient - it's a requirement for a successful modern service business. If your whole team is on the same page when a client calls, they'll get better, faster, and more efficient service. Plus, the next time they call in you'll automatically be able to pull up their information, making them feel more appreciated as you can refer to them by name and reference past work that you might have done for them.

CRM-CustomerDatabase

Client Database

It's important for everyone in your company to have access to accurate customer data, including past work history, disposition, and the basics like names and addresses. WHERK collects and organizes all new and existing customer's information into a simple, searchable database (the CRM) for access by everyone, from anywhere. Back office, management, and the service team will have all necessary client details on hand.

CRM-CustomerDatabase

Client Database

It's important for everyone in your company to have access to accurate customer data, including past work history, disposition, and the basics like names and addresses. WHERK collects and organizes all new and existing customer's information into a simple, searchable database (the CRM) for access by everyone, from anywhere. Back office, management, and the service team will have all necessary client details on hand.

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Accurate Work Order Data

Both customers and your employees are able to upload photos, video, and voice clips from the job site. This means that your crew will always be prepared for the job ahead of time, reducing the need for return visits. For your back office, record keeping is a cinch with attachments added immediately to client's profiles. You'll also be able to ensure your workers are doing the job right, since you can require photo or video evidence at the end of the work.

CRM-Work-Order-Attachments

Accurate Work Order Data

Both customers and your employees are able to upload photos, video, and voice clips from the job site. This means that your crew will always be prepared for the job ahead of time, reducing the need for return visits. For your back office, record keeping is a cinch with attachments added immediately to client's profiles. You'll also be able to ensure your workers are doing the job right, since you can require photo or video evidence at the end of the work.

CRM-Work-Order-Attachments
CRM-Search

Simple Search

If you're on the phone with a client and it's an emergency, it's important that you can get their information up quickly. The simple WHERK search feature makes it easy to instantly access clients' data, so you can get to the job faster. Fewer questions on the phone means less time wasted, happier clients, and more repeat business.

CRM-Search

Simple Search

If you're on the phone with a client and it's an emergency, it's important that you can get their information up quickly. The simple WHERK search feature makes it easy to instantly access clients' data, so you can get to the job faster. Fewer questions on the phone means less time wasted, happier clients, and more repeat business.

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