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Average Ratings 0 Ratings

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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

Service Genius is a software solution that allows service businesses to manage their operations online. If you have employees who are working in the field on different jobs every day, and they need access to information about their appointments, and be able get maps directing to the jobs, Service Genius is the software for you. It will do that and more. Our comprehensive CRM system allows you to keep track of all your customer information, and also track prospects. Create jobs, one-time or repeating, and they will appear on your calendar or on our mobile app and Customer Portal. Invoices are created as soon as jobs are completed. Payments can also be managed within the system. Service Genius is actually so intelligent that you don't need to be! The software will do everything it is designed to do every day. Interfaces with QuickBooks, Xero.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

QuickBooks Online Yes 

Integrations

QuickBooks Online No 

Pricing Details

$15 per month
Free Trial Yes 
Free Version No 

Pricing Details

$39/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) No 
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 No 

Vendor Details

Company Name

CRM RUNNER

Founded

2017

Country

United States

Website

crmrunner.com

Vendor Details

Company Name

Thoughtful Systems

Country

United States

Website

service-genius.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

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 

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MSI Data