Service and installation companies face a number of challenges every day: organization of technician visits, meeting deadlines, fast communication with customers, material management, invoicing... If these tasks are managed using Excel spreadsheets, paper calendars or phone notes, sooner or later the company will reach a point where the system starts to collapse. And this is where CRM Mango comes into play - a modern solution specially tailored to the needs of service and assembly companies.
The key to clarity - planning orders without chaos
One of the biggest advantages of Mango CRM is its ability to transform a technician's cluttered calendar into clearly organized schedule. Thanks to the clear interface, you can assign tasks to specific workers, monitor their availability, and create an effective travel plan. CRM Mango allows you to track the status of the order.
Order under control - from receipt to billing
Each service or assembly order goes through several phases: order, material preparation, departure, execution - service, assembly, protocol, invoicing, completion. CRM Mango allows you to precisely define and track these phases. Thanks to this:
- every team member knows the status of the order,
- the risk of missed deadlines or forgotten tasks is minimized,
- management always has an up-to-date overview of the status of projects.
And most importantly, everything is documented in one place.
Managing clients like they're from another world
For installation and service companies, maintaining good relationships with clients is key. CRM Mango keeps a complete history of communication, work performed, signed documents, protocols and invoices. This means that if a client calls you with a question about a service two years ago, you can find everything in a few seconds. The system can send all these protocols electronically directly to the email you need, and at the same time this protocol can be used as a basis for invoicing.
Overview for managers - data that has value
CRM Mango is not just an operational tool - it is also a powerful analytical assistant. It allows you to generate clear reports on technician performance, number of completed orders, sales and other metrics. Thanks to this, the manager can quickly find out which areas are working and where there is room for improvement. All this without unnecessary calculations and manual data collection.
In the field and in the office - a mobile application as a game changer
Field technicians no longer need paper forms and phone calls to headquarters. The Mango um CRM mobile application allows:
- receive new tasks directly to your mobile phone,
- record the work performed, including photo documentation,
- obtain the customer's signature electronically,
- complete the order directly on site.
All of this is instantly synchronized with the back office system. The result? Less paperwork and chaos, and a happier client.
Modern service companies operate digitally
CRM Mango is more than just a CRM - it is a comprehensive tool that reflects the specifics of service and assembly activities. It helps reduce administrative burden, increases work efficiency and ultimately the profitability of the company. Take a closer look with us at the link below. You will find information on how to work with your own columns so that you can record everything you need for the work of a service/assembly company. Take a closer look at activities, calendar work, tasks, reminders. You will see for yourself how we can really adapt our CRM to your needs.
CRM ready for you
So, if you want to turn your team into a well-oiled machine that can handle even the most demanding day with clarity, CRM Mango is exactly the solution you're looking for.
