E-Service CRM
OctoCRM’s E-Service CRM product empowers service providers to efficiently manage client relationships, streamline service delivery, and enhance customer satisfaction. This all-encompassing suite combines a robust back-office administration interface with a seamless client journey interface. Enriched with advanced embedded analytics, cutting-edge business intelligence, real-time insights, and proactive notifications.
With its user-friendly design, data-driven insights, and optimized workflows, this product simplifies operations, improves client engagement, and drives service excellence—making it the ultimate tool for thriving in the service industry.
Key Modules
- Session Management
Tracks user activity to ensure secure, personalized interactions, providing insights to enhance workflows and engagement.
- User Management
Enables clients and service providers to create accounts, update profiles, and manage roles seamlessly.
- Service Management
Allows service providers to list detailed offerings, including timings and pricing, for enhanced visibility.
- Client Management
Maintains a comprehensive client database, empowering personalized services and fostering long-term relationships.
- Booking Management
Simplifies service requests and queries, with tools for tracking, prioritizing, and responding efficiently.
- Communication Management
Facilitates real-time messaging, notifications, and email templates for clear and timely communication.
- Scheduling and Tracking Management
Manages ongoing and upcoming services with tools for assigning tasks, managing timelines, and monitoring progress.
- Invoice & Billing Management
Automates invoicing, tracks payments, and supports multiple payment methods for seamless financial workflows.
- Feedback Management
Collects and analyzes client feedback, offering actionable insights to improve service quality.
- Analytics
The Analytics Module integrates Embedded Business Intelligence and real-time analytics to consolidate data on leads, client interactions, service performance, and financial metrics. It provides detailed reports and dynamic dashboards, supporting data-driven decision-making and continuous improvement.
