CRM Overview
The ServTrackr CRM is designed specifically for service businesses, helping you build lasting customer relationships:
- Centralized customer database
- Complete service history for every client
- Follow-ups and reminders (optional saved rules when you want them)
- Segmentation and targeting for marketing
- Communication logs and notes
Client Profiles
Each client profile contains comprehensive information:
- Contact details and communication preferences
- Multiple service addresses and properties
- Equipment and system information
- Billing and payment information
- Custom fields for business-specific data
- Tags for categorization and filtering
Service History
Access complete service records for every client:
- All past projects and service calls
- Estimates sent and their status
- Invoices and payment history
- Photos and documentation
- Warranty information
- Equipment maintenance schedules
Communication Tracking
Never miss a beat in customer communications:
- Email history and templates
- SMS message log
- Phone call notes
- Internal team notes
- Appointment reminders and client notifications
- Follow-up task creation