Relationship management

All customer information centrally available.

With Relationship Management in OutSmart you manage all your customers and relationships in one place. You easily store address data, multiple addresses and contact persons so that everyone in the team always works with the right information. Whether it concerns an invoice address, a work address or a project location: everything is clearly linked to the same customer.

5_stars    Over 20.000 happy daily users
alexandra
 

Manage and view customer history

Because all information is central, you have immediate insight into the customer history. You see which work orders, quotations or invoices have previously been created for a customer and prevent duplicate work. This makes cooperation between field service and back office easier and ensures a more professional customer experience.

Relationship Management forms the basis for an efficient workflow. It prevents data from being scattered across different systems or notes and ensures that both office and field service always work with the same current information. This keeps the work flowing and improves collaboration.

CRM+ visual
 

Practical example

A service company links multiple branches of a customer (office, workshop and warehouse) to the same relationship card. This allows the planner to select the correct address directly for a new assignment and see which work has previously been carried out – without technicians or administration having to do double work.

Benefits
  • Always the correct customer and address details at hand
  • Overview of previous work orders, quotations and invoices
  • Multiple locations and contact persons per customer possible
  • Easier collaboration between office and field service
CRM
3232784

Work orders per year

5172

Customers trust OutSmart

14
+

Years of experience

We constantly had to create work orders manually with pen and paper. By providing a clear digital system with many options, along with an excellent helpdesk that assists with everything, even the smallest questions, Outsmart has helped us.

Thomas Loos, Display4all

We used to lose work orders now and then, which made tracking time a challenge. With the easy digital entry of work orders, it's much simpler for the technician to manage the administration. Having 100% accurate work orders has definitely cut our administrative time in half.

Pascal Hanenbergh, Hanenberg Techniek

 

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