Our technical service CRM was designed, conceived and programmed together with our customers, who offer technical assistance in the home.
“Designed hand in hand with our customers.”
CUSTOMER MANAGEMENT
With our CRM you can classify and organise companies according to criteria that you establish yourself.
Thanks to geolocation you can obtain data on the companies close to where you happen to be, showing their location on a map.
Besides this, you will have all the data that you need to do the job available to you: customer details, maps, detailed job reports, documents, breakdown history, technical files for machines, etc.
Thus, by using OptimaSUITE SAT you can make the most of your company’s time and resources.
MORE EFFICIENT TECHNICAL TEAMS
Technical staff are responsible for the company’s maintenance and repair operations, involving great mobility. They are on the move most of the time, often without the tools they need to provide optimal.
OptimaSUITE SAT allows you to efficiently manage work orders, assign repair tasks to your technicians according to specialty and choose whether to accept or reject the tasks assigned.
MANAGE AND SHARE
DOCUMENTS AT ANY TIME
With OptimaSUITE SAT you will have all the information and features you might need to improve the service you offer your customers.
Create, classify, consult and share your documents wherever you happen to be. For example, use the camera on your pone to create documents. It is basically a library where you will find the most recent version of any document that your sales team might need, even if there is no coverage.
DIGITAL SIGNATURE
One of the application’s most remarkable features will allow you to close tasks and interventions with a digital signature, sending the files automatically to your customers and freeing your technical team from having to keep paper documents.
SUPERVISION OF MACHINERY
Our CRM allows you to easily manage each customer’s machines: warranty, technical documentation, history of interventions, etc.
MONITORING AND MEASUREMENT
Keep your technical staff geolocated and measure the time that they spend on each intervention. Optimise your technical service thanks to our configurable reports, which will provide you with the information you need.
CHOOSE THE CONFIGURATION THAT BEST SUITS YOUR BUSINESS
Our CRM allows you to define multiple profiles and authorisations for each user, as well as the customer portfolio and personalized areas.
