Include CRM Features for RepairShopr
If RepairShopr included a handful of CRM features, I would not have to examine other CRM solutions, such as Insightly, etc. Features such as:
1. Leads to Opportunity tracking, including stakeholders, probability, status (qualifying, closed, etc)
2. Ability to tie tasks to said leads and opportunities, such as a task for calling Sally tomorrow at noon. Or enter notes from the phone call or email that was sent or something like that.
3. An "activity feed" showing tasks around an opportunity or lead for item #2 above.
4. A tie in to the Inventory module, where quoting may be possible for said leads/opportunities.
5. Other CRM-ish features generally available should be considered. Although a massive effort, this can tie in to your vision for supporting MSP models and truly capture more market share since RS can become PSA-ish.
We just shipped a number of updates to Leads and Estimates. A number of these features are also on the Contract Manager. We’re going to mark this as complete now and welcome further update suggestions.
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Stephen Kyle commented
I would love to see a flexible contact solution such as Insightly, people have multiple connections. If that's possible
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Hey Michael - this isn't the type of thing we'll provide updates on, since this suggestion is actually probably months of work - we are making small changes as we have time - moving in this direction.
You might have noticed better notes on customers, the contracts module is coming shortly that will help with some of the sales process - and updates to leads will be coming soon.
Can't say much more for now :)
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Michael Frymier- Computer Corner commented
Any update on this?
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john commented
Some of these might be redundant to what's above ... but this should be at the top of the to-do list .. Sales People & Sales = MONEY!! $$ :)
Think Salesfoce.com and other CRM focused packages. We created custom fields in RS to put notes from customer calls, follow ups, etc. It's not a very efficient way to work and without any kind of sorting or reporting it's tough to not let people fall through the cracks or know where people are in our 'pipeline'.
We would love to see the customer info page have a section that supports:
-Individual notes for each touch/contact we or our sales people have with the customer (more so than the custom fields that don't support formatting or any customization) - this would also include the ability to upload documents or other files to attach to that note
-Ability to create reminders (from the customer info page) to do a follow up on a day/time for that specific customer that could also trigger a notification in app, via text or email to the person assigned to the account
-Ability to assign customer accounts to a separate sales and tech person and have notifications routed accordingly
-Account type that can be searched and sorted (i.e Prospect, Account, etc)