Description
The Service Management module for Perfex CRM is a powerful extension that enhances the functionality of Perfex CRM by providing tools for managing services, scheduling, and customer support. It is ideal for businesses that need to organize and track service-based workflows, streamline operations, and improve client relations.
Features:
- Seamless Integration with Perfex CRM
- Service Management Dashboard
- Service Category and Type Management
- Custom Service Fields
- Service Scheduling and Calendar Integration
- Assign Services to Staff Members
- Service Status Tracking
- Client Service Requests
- Automatic Service Notifications
- Service Progress Monitoring
- Service Pricing and Cost Estimation
- Recurring Service Management
- Time Tracking for Services
- Invoicing Integration for Services
- Detailed Service Reports
- Service Contracts Management
- Attach Documents and Files to Services
- Service Request History
- Client Portal for Service Requests
- Support Ticket Integration for Services
- Role-Based Permissions for Service Management
- Service Completion Notifications
- Service Feedback and Reviews
- Multi-Language Support
- Customizable Service Workflows
- Service Prioritization and Deadlines
- SMS and Email Notifications for Services
- Export and Import Service Data
- Integrated Task and Project Management
- Regular Updates and Technical Support
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