It can be challenging to manage and make the most of leads when the majority of your business focuses on providing service, not selling. This means that leads either through paid sources or referrals aren’t contacted quickly and other companies have a greater chance of winning those jobs.
mHelpDesk’s lead management gives you an end-to-end view of your business, automating contact with leads to ensure that you can make a great first impression and land the job. When that lead becomes a customer, easily create an estimate or job with just a couple clicks with no double-data entry.
Highlights of using a Lead Management CRM
- Increase your win-rates by up to 70%
- Share notes between sales and service teams
- Automate customer communication
- Create and send estimates faster
- Built-in marketplace to buy more leads
Status tracking and CRM
Disposition your leads so you can spend more time on your hot leads and less time on those that aren’t a fit for your business. You can use our standard statuses or create your own to match you needs.
Increase your win rates
Increase your conversion of lead to job by up to 70% with our real-time alerts and automatic response system to get in front of the potential customer before your competitors do.
Seamless handoff between sales and service departments
Our automated workflow makes it easy to hand off new sales to the service department. Share notes, estimates, and details to improve team communication and the customer experience.
Decrease double data entry
Create and send estimates right from the lead view to keep things organized. Then when it’s time, turn that estimate into a job with all the details the service tech needs to know to complete the job.
Take Your Field Service Company to the Next Level with mHelpDesk
See all of mHelpDesk’s Features
Generate More Leads | End-to-End Job Management | Mobile Access | Customer Tools | Billing and Payments | Reporting | Integrations