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Description

Expanding enterprises encounter difficulties in managing leads, scheduling tasks, monitoring progress, and handling various daily operations. CRM Runner serves as a comprehensive solution for managing both field services and office tasks. Create visually appealing quotes that make a lasting impression, accept payments via email, and automate recurring invoices as necessary. Seamlessly integrate your current business email setup with CRM Runner to consolidate all your operations onto a single platform, simplifying your daily workflow. You can also configure IVR systems, record voicemail messages, purchase local and toll-free numbers globally, and access your call history, while enabling hands-free communication with clients and sending bulk SMS updates. Furthermore, stay organized and maintain current contact information directly through our system. Monitor employee productivity and time tracking effortlessly; staff can clock in using the app, which includes a selfie feature for identity verification. This ensures an efficient and secure work environment while enhancing overall management.

Description

Experience efficient and impactful digital tools designed for effective management of your team and projects, featuring functionalities such as scheduling, timesheet tracking, safety protocols, equipment handling, document sharing, group messaging, as well as budgeting, quotes, and client progress updates. View all your projects conveniently on one page with our snapshot view, utilize our multi-select or drag-and-drop scheduling capabilities, specify work details, formulate checklists, allocate equipment, and even establish geo-fencing around your job site to monitor who is clocked in at any given moment. The CrewTraka App is not only free but also user-friendly, enhancing your everyday operations seamlessly. Team members can enter timesheets via day cards or utilize our GPS-enabled TimeTraka system for clocking in and out. They can swiftly fill out Safe Work Method Statements (SWMS), Job Safety Analyses (JSA), record expenses, conduct equipment pre-start checks, complete daily job dockets, access important documents, and submit leave requests. Tailor your timesheet experience to your preferences, whether using day cards or dockets, enjoying straightforward 'clock on/off' features on-site, tracking project start, break, and end times, attaching images and videos, or setting reminders for your crew to clock off. Additionally, these comprehensive tools not only facilitate efficient project management but also foster enhanced communication and accountability among team members.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MYOB No 
Procore No 
QuickBooks Online Yes 
Xero No 

Integrations

MYOB Yes 
Procore Yes 
QuickBooks Online No 
Xero Yes 

Pricing Details

$15 per month
Free Trial Yes 
Free Version No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CRM RUNNER

Founded

2017

Country

United States

Website

crmrunner.com

Vendor Details

Company Name

CrewTraka

Founded

2018

Country

Australia

Website

www.crewtraka.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database No 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Employee Scheduling

Appointment Management No 
Automated Scheduling No 
Calendar Management No 
Employee Database No 
Group Scheduling No 
Messaging Yes 
Mobile Access Yes 
Payroll Management No 
Reporting/Analytics No 
Resource Management No 
Schedule Distribution No 
Scheduling No 
Shift Scheduling No 
Shift Swapping No 
Time Clock No 
Time Tracking No 
Vacation / Leave Tracking Yes 

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Preventive Maintenance No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Task Management No 

Alternatives

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