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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.
Sign Up today for your free 14 day trial with Customa CRM - no card details required
Customa CRM Main Features
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
Manage Customers, With Ease
Create and store all the usual Customer info and much more
Copy quote and job info of regular customers with one click and save loads of time
Quickly drag and drop bookings straight into your diary, automatically triggering a confirmation email and reminder text to your customer
View multiple technicians' diaries at the same time by day, week or month
Manage Marketing, With Ease
Confirmation emails when jobs booked, reminder texts 5 days before job date. Auto text and email when the next job is due.
Easily set up reminders to automatically prompt your customers when their next job is due, all whilst conforming to GDPR
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.
Manage Data, With Ease
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
Check how the business is performing by date range, job type and job source. View it in graphical form or export into 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.
Get The Service Business Marketing Platform That Works
Grow your business with a dedicated team who already know your business inside out