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customa service business crm

Customa CRM Service Business Software

If you’re setting up a new service business, or you’re already running your own service business, but are looking for a better way to manage your customers, then the Customa Marketing and CRM platform is the obvious choice.

With over 27+ years industry experience, we know service businesses inside out.

The Customa service business software marketing platform was designed along the same business model as a service business franchise, but without the restrictions of brand and territories that inevitably come with the purchase of a franchise.

You get our support every step of the way, but the business is always yours and yours alone, with no expensive franchise purchase or franchise royalty fees to pay.

Choose from a Customer Management System (CRM) only, CRM and Website package, or CRM, Website and Enquiry Handling Package.

Sign Up today for your free 14 day trial with Customa CRM - no card details required

Customa CRM Main Features

It’s web based

With no software to install and no dedicated hardware required, it couldn’t be simpler to run your business on the go. Customa will run on any web based device such as PC, Mac, Tablet or SmartPhone.

Unlimited Users, Contacts and Jobs

You can add as many users, customers and jobs to your database as you like, all within your monthly package. We don’t penalise you for growing your business.

Intelligent, Automatic Marketing

We’ve developed some powerful features that not only make your business look professional, but help your business grow whilst saving you time. For example, Customa will automatically send out emails and texts to your customers when their next job is due.

Upload and Attach Photos and Files

Attach photos to your customer's jobs, such as before and afters of your work. Also, easily upload files such as scans of paperwork related to the job

Diary & Scheduling Built In

It doesn’t just manage your customers, it manages your whole schedule with a built in web based diary for you and your staff.

Track Your Results

All the data and results you need at your fingertips. Our powerful reporting tools help you track your all important results.

What is CRM Software?

Customer Relationship Management (CRM) or Customer Management Software.

In simple terms, it’s a method of organising and collecting your customer names, addresses and job history.  When it’s properly designed (like Customa is), it can be so much than that – you will find it to be an indispensable member of your marketing team. Service business software by Customa will transform your business.

A new customer can cost you on average anywhere between £25-£50 to obtain, whilst an existing customer costs a fraction of this to retain.  Our clever, automated, service business software makes sure you keep in front of your customers, with gentle reminders to encourage them to use your service more often.

For any small service business, a decent CRM is vital, but many struggle to find a solution that is both fit for purpose and economical.

Customa CRM is both powerful and affordable. Designed by experts to specifically meet the needs of service businesses.

Why Our CRM Software is the Right Choice for Small Business

Built Specifically For Small Business

‘Off the shelf’ software just doesn’t cut it (if you can even find it for a sensible price). Our software is the result of several years of development using our own service business, A Brighter Home. Its one purpose in life is to make it easier to grow and manage your business.

Free Set Up & Migration

All of our packages include free set up. If you’re an existing business using another CRM, or you’re using spreadsheets to track your customers, we’ll even migrate your names and addresses into Customa free of charge (CSV format required).

Free Support & Training

At Customa, we give unlimited, dedicated ongoing support. Our system is dead easy and intuitive to use, but even so, we’ll support you every step of the way with unlimited training and back up support for you and your staff. We’re just a phone call or email away.

Manage Customers, With Ease

Unlimited Customers & Jobs
Create and store all the usual Customer info and much more
Unlimited Customers & Jobs
Customer contact details front screen

Create and store all the usual Customer info and much more

Save Time Inputting Regular Jobs
Copy quote and job info of regular customers with one click and save loads of time
Save Time Inputting Regular Jobs
copy regular jobs

Copy quote and job info of regular customers with one click and save loads of time

Drag and Drop Diary
Quickly drag and drop bookings straight into your diary, automatically triggering a confirmation email and reminder text to your customer
Drag and Drop Diary
drag and drop jobs into your diary

Quickly drag and drop bookings straight into your diary, automatically triggering a confirmation email and reminder text to your customer

Multiple Technician Diary View
View multiple technicians' diaries at the same time by day, week or month
Multi-Technician Diary View
multiple technician diary view

View multiple technicians' diaries at the same time by day, week or month

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Manage Marketing, With Ease

Automatic email and text marketing
Book a job and your customer automatically receives a confirmation email. To help prevent ‘no shows’, 5 days before their job date your customer receives a reminder text. When their next job is due, they receive a reminder text and email with money off voucher.
Auto email / text marketing
email job confirmations

Confirmation emails when jobs booked, reminder texts 5 days before job date. Auto text and email when the next job is due.

Auto Next Job Reminder & Paperless On Screen Sign-Off
Easily set up reminders to automatically prompt your customers when their next job is due, all whilst conforming to GDPR
Auto Next Job Reminder & Paperless On Screen Sign-Off
automatic next job reminder

Easily set up reminders to automatically prompt your customers when their next job is due, all whilst conforming to GDPR

Automatic Daily Tasks Set Up
Keep on top of customers who’ve ‘dropped off the radar’. Automatic daily task lists easily show you who to call, send offers, get more reviews, send newsletters and more.
Automatic Daily Tasks Set Up
auto task lists

Keep on top of customers who’ve ‘dropped off the radar’. Automatic daily task lists easily show you who to call, send offers, get more reviews, send newsletters and more.

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Manage Data, With Ease

It’s all about the data!
Everything you need to manage your business. Our powerful reporting tools show you where your customers are coming from, how much they are spending and how often
It’s all about the data!
contacts sources

Everything you need to manage your business. Our powerful reporting tools show you where your customers are coming from, how much they are spending and how often

Easily Identify Which Marketing Sources Are Performing
Check how the business is performing by date range, job type and job source. View it in graphical form or export into spreadsheets
Easily Identify Which Marketing Sources Are Performing
jobs by source

Check how the business is performing by date range, job type and job source. View it in graphical form or export into spreadsheets

Easy Data Export
Export reports into spreadsheets for marketing or management data from Quotes, Jobs, Customer details etc, all with multiple filters - last job date, last job type, next job due - the list goes on.
Easy Data Export
export data to spreadsheets

Export reports into spreadsheets for marketing or management data from Quotes, Jobs, Customer details etc, all with multiple filters - last job date, last job type, next job due - the list goes on.

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Get The Service Business Marketing Platform That Works

Grow your business with a dedicated team who already know your business inside out

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