CRM for field and technical service companies

Survey, propose, approve, schedule, done. And nothing approved sits unscheduled.

Field service sales end in a calendar, not a signature. A request comes in, you survey the site, propose a fix or a service contract, get approval, schedule, complete. The gap between approved and scheduled is where customers get annoyed, so the coordinator gets a rule for it.

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What the copilot builds for you

• Pipeline stages: Request → Site survey → Proposal → Approved → Scheduled → Complete → Lost
• Fields you track: Service type · Site address · Contract value · One-off or recurring · Scheduled date
• Follow-up rule: Approved but not scheduled after 5 days: notify the coordinator.
• Saved view: Approved and unscheduled.

Works with

• Your phone system (new): calls from Aircall, Dialpad, Quo, JustCall, RingCentral or GoTo Connect land on the contact and the deal, and click-to-call works through Twilio Voice, Aircall or Dialpad.
• Your support desk (early): Zendesk, Intercom and Freshdesk tickets become cases on the account, and Decagon conversations land on the contact.

Say it in your own words

A customer requests service or a quote. We survey the site, propose a fix or a service contract, get approval, schedule the work, complete it. Track service type, site address, contract value, one-off vs recurring, scheduled date.

That is the whole setup. The Open CRM proposes the stages, fields, rule and view above as checkboxes; tick what fits and it is built. Open source (AGPL-3.0), free to start, hosted from $15 a seat.

Compare

• HubSpot alternative for teams that just need the CRM
• Salesforce alternative you can change yourself
• Pipedrive alternative with more room to grow
• Zoho CRM alternative that is one tool, not fifty
• Turn your spreadsheet into a real CRM
• Custom CRM without building a custom CRM

Built for your kind of business

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• CRM for manufacturer's representatives
• CRM for nonprofit fundraising

The Open CRM · Pricing · CRM decision checklist · Source on GitHub (AGPL-3.0) · Terms · Privacy