CRM For Service Business

CRM
For Service Business

Good Customer Management With Less Admin Effort

Affordable CRM System That Does It All

Collect Leads

Collect Leads in One Database For Small Businesses

Do not miss out on opportunities because of poor lead management. Collect potential customers from different sources in Orderry to successfully convert them into real work orders:

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Automate the collection of leads from social networks and websites

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Analyze the conversion rate and the number of prospects from various marketing channels

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Set tasks for employees and control deadlines

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Convert leads into loyal clients by guiding them through the status funnel

Deadline Control

Deadline Control

Conversion Rate Tracking

Conversion Rate Tracking

Tasks for Employees

Tasks for Employees

Streamline Customer Communications

Besides integrating WhatsApp messaging, you can manage conversations from Facebook Messenger and Instagram Direct in Orderry:

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Incoming messages in CRM and templates for automatic responses

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Linking conversations to client profiles and tracking interaction history

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Creating leads and work orders directly from chats

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Access rights configuration and assigning responsible employees

Streamline Customer Communications
Schedule Appointments

Schedule Appointments and Field Services

With smart CRM tools in place, you can improve customer service and offer personalized customer experiences. The built-in calendar in Orderry ensures your appointments don't overlap, customers don't wait in queues or aren't late for scheduled services:

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Pre-book weeks in advance and create work orders right in the Scheduler

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Quickly find available technicians on the day the customer needs

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Set up automatic reminders of appointments, promo messages, or review requests

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Job & Appointment Scheduling

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Automatic notifications

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Employee Work Schedules

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Customer Feedback Collection

Book a 15-minute Demo to see how Orderry can save you time = money

CRM Software For Work Order Management

CRM Software For Work Order Management

Speed Up Work Order Processing

Impress your customers with fast and timely services. Shorten admin time and track estimates and work orders at each stage of your customer journey:

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Create estimates without inventory deduction and convert them to real jobs as soon as approved by a client

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Meet deadlines with Status Time Limits

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Build unique status sequences for different types of quotes, work orders and locations

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Notify your team of statuses or other changes in work orders

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Specify clients and payers in work orders to invoice corporate clients hassle-free

Work Orders on Your Smartphone

Let your team stay organized while being on the go. With the Orderry Work Orders app, your employees have access to all the data they need from their smartphones and tablets:

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Contact database and work order details are always a tap away

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Contact with customers and managers in seconds

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Adding comments and photos to work orders from the phone

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Instant view of a client’s address on the map

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Push notifications for prompt updates

Work Orders App
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Automate Routine Processes

Focus on customers and let Orderry take care of workflow automation:

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Built-in directories of services, works, and products for the service industry

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Pre-set and custom document templates and flexible data entry forms

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Automatic calculation of the final cost of the work order

Maintain Accurate Customer Information

All the data you need about your clientele will be collected and well-structured into one small business customer database. This will help you increase customer loyalty as well as simplify contact management for your employees:

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Customer data, contact and work order details are available In one click

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A complete history of customer interaction

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Integration with VoIP, SMS, WhatsApp, Facebook Messenger, and Instagram Direct

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Setting up discounts for individual customers

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Customer Database for Small Businesses

Customer Base for Small Businesses

History of Work Orders

Work Order and Communication History

Loyal Customer Discounts

Loyal Customer Discounts

Automate your service business today to increase profits tomorrow. Test all the features of the Orderry CRM system for 7 days FREE

CRM with Inventory Management

Perform Warehouse Operations Effortlessly

See stock levels, post, deduct, or transfer goods, make returns to suppliers, and add parts to work orders or sales.

Build a Profitable Stock

Use bin locations and serial numbers for more accurate storage, analyze your product mix and set up low-in-stock alerts to refill on time.

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Virtual Warehouses

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Bin Locations

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Assortment Analysis

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Reviews and Company Rating

Improve Your Team Performance

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No time-consuming calculations

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No misused data or fraud

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No missed appointments

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No exceeded deadlines

Automatic Payroll

Automatic Payroll

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Calculation of base salaries by hours, days, and months worked, including vacations and days off

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Commissions for work/sales completed

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Coefficient for calculating salaries based on employee experience and seniority levels

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Payroll accrual and payout to employee balances for transparent business relationships

Employee Work Schedules In a Flash

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Plan your employees' time in 5 minutes or less

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Auto-complete work schedule for weeks and months in advance

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Employees' work schedule visualization in different locations

Efficient Work Schedules
Logging of Employee Actions

Track Employee Actions in the Program

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Orderry logs 60+ events done by employees in the software for service businesses

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Recover deleted objects like clients, cashboxes, and warehouses with one click

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See activities by employees and locations on a single page

Task Manager

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Create one-time and recurring tasks

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Track changes of each task in the Event Feed

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Set up automatic sending of notifications on task completion progress

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Complete tasks on the go via the Work Orders application

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Set up commission calculation for tasks completed on time

Task Manager

Orderry is a simple work order management system for businesses that operate locally or are spread over different locations

CRM for Business Development

the Orderry Business Insights app

Mobile App for Business Owners

In the Orderry Business Insights app, you can monitor KPIs, read reviews, track cashbox balances, and quickly contact employees and clients.

20+ Types of Reports Two Clicks Away

Generate reports on work orders, estimate conversions, employee performance, marketing campaigns, and summaries of your stock and financial performance for any period.

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The Company Insights report

Easy-to-Read Analytics

The Company Insights report presents KPIs in the form of interactive dashboards so you can combine metrics as you need to track customer trends and reveal business opportunities.

Book a 15-minute Demo to see how Orderry can save you time = money

Orderry offers a complete set of tools and CRM applications for small businesses to increase customer satisfaction

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Quickstart and intuitive user interface

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Dedicated Customer Support

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Flexible subscription plans with 3 employee accounts already included

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Regular updates

CRM applications for small business

FAQ

What is customer relationship management software?

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Customer relationship management software, also known as CRM software, is a tool that helps businesses manage and analyze their interactions with current and future customers. A customer relationship management tool allows companies to track customer information, such as contact details, purchase history, and preferences, on a single platform. CRM software enables businesses to improve customer service by providing a more personalized and efficient customer experience. It also helps identify sales opportunities, track leads, and manage every step of your sales process. CRM software plays a crucial role in enhancing relationships with customers and driving business growth.

What are the core features of CRM software?

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The basic features of CRM software include customer tracking, which allows businesses to store and organize customer information such as contact details, purchase history, and preferences. Another critical feature is task and activity management, which helps businesses keep track of customer interactions and follow-up tasks. A CRM solution also typically includes sales management features like lead management, which allows businesses to track and manage potential customers throughout the sales process. Additionally, CRM software often includes reporting and analytics capabilities, which provide businesses with insights into customer behavior and trends. Finally, many CRM software solutions provide third-party integrations, such as email marketing software or social media platforms, to streamline customer communication and engagement.

Does Orderry offer an enterprise plan?

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Absolutely! If you manage an established enterprise with up to 1500 employees, Orderry can provide all the core and advanced features combined with premium customer support services. Find more information about our professional plans on the Pricing page.

What automation features should I look for in CRM software?

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When looking for a CRM solution, several automation features can significantly benefit your business.

  • Features that automate the data entry process, such as the ability to capture and import customer information from various sources automatically. This saves time and reduces the risk of human error.
  • Workflow automation is essential, allowing you to set up automated processes for tasks such as lead nurturing, follow-ups, and customer onboarding. This ensures that essential actions are noticed and helps streamline your sales and marketing efforts.
  • Another key feature to consider is email marketing automation, which allows you to send personalized, automated emails to customers based on their actions or specific triggers. This helps your sales team to nurture leads and maintain engagement with customers.

Ultimately, the automation features you should look for in CRM software depend on your specific business needs and goals, but these are some key features to consider.

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