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Service CRM

Service CRM maintains eight types of call activities which are as follows. After logging into the system, the user will see a dashboard, and all types of call activity dashboard cards will show on the dashboard.

installation and setup of budget module

Welcome Call for Free Service:​

To make a Welcome Call for Free Service, the user has two options:

  • From the Dashboard: Click on the Welcome Call for Free Service dashboard card.
  • From the Menu: Go to CRM > Welcome Call List for Free Service.

installation and setup of budget module

Welcome Call for Paid Service:​

To make a Welcome Call for Paid Service, the user has two options:

  • From the Dashboard: Click on the Welcome Call for Paid Service dashboard card.
  • From the Menu: Go to CRM > Welcome Call List for Paid Service.

installation and setup of budget module

Service Reminder Call for Free Service:​

To make a Service Reminder Call for Free Service, the user has two options:

  • From the Dashboard: Click on the Service Reminder Call for Free Service dashboard card.
  • From the Menu: Go to CRM > Service Reminder Call for Free Service.

installation and setup of budget module

Service Reminder Call for Paid Service:​

To make a Service Reminder Call for Paid Service, the user has two options:

  • From the Dashboard: Click on the Service Reminder Call for Paid Service dashboard card.
  • From the Menu: Go to CRM > Service Reminder Call for Paid Service.

installation and setup of budget module

Post Service Follow Up Call for Free Service:​

To make a Post Service Follow-Up Call for Free Service, the user has two options:

  • From the Dashboard: Click on the Post Service Follow-Up Call for Free Service dashboard card.
  • From the Menu: Go to CRM > Post Service Follow-Up Call for Free Service.

installation and setup of budget module

Post Service Follow Up Call for Paid Service:​

To make a Post Service Follow-Up Call for Paid Service, the user has two options:

  • From the Dashboard: Click on the Post Service Follow-Up Call for Paid Service dashboard card.
  • From the Menu: Go to CRM > Post Service Follow-Up Call for Paid Service.

installation and setup of budget module

Lost Customer Call:​

To make a Lost Customer Call, the user has two options:

  • From the Dashboard: Click on the Lost Customer Call dashboard card.
  • From the Menu: Go to CRM > Lost Customer Call.

installation and setup of budget module

Cancelled Schedule Call:​

To make a Cancelled Schedule Call, the user has two options:

  • From the Dashboard: Click on the Cancelled Schedule Call dashboard card.
  • From the Menu: Go to CRM > Cancelled Schedule Call.

installation and setup of budget module

Activity List:​

All types of call activities can be seen from the activity list. To see the activities list, go to CRM > Activity List.

installation and setup of budget module

You can search your desired call activity type using the search field.