Connexion
—CRM & CUSTOMER REQUEST MANAGEMENT
Web form on your site, emails, phone calls, references – centralize all your requests in the platform.
From this moment on, your customer records become dynamic and you eliminate double entry.
Nothing is lost, nothing is recovered.
ANATOMY OF A REQUEST
A standardized form per request, comprehensive enough to prepare the submission, simple enough to be completed in 30 seconds over the phone.
Need to visit the client's location? Assign an assessment directly in the request.
Unified customer record
The customer already existed? The system detects it!
On-site assessment planning
Need photos? Measurements taken? Add the request to your calendar!
Specific job address
The work address is required if the billing is to the corporate office.
Details & Internal Notes
Capture the information you want to keep internal, or disclose to the client.
Photos & attachments
From your mobile device, take photos or add documents
CYCLE OF A SUBMISSION
From the first ring until the conversion to a job or submission, you keep track of who did what, when, and why.
INFORMATION GATHERING
Enter your request according to the origin and add details or an evaluation.
ON SITE
For requests that require a pre-assessment: a technician will visit, take photos, and compile the file.
SUBMISSION OR JOB
With one click, the request becomes a submission or a scheduled job. All the information follows.
ONE-CLICK CONVERSION
Are there major projects requiring a tender? Does a service call need to be made? Has a diagnostic been completed on-site?
The demand becomes what you want, depending on the scenario.
Conversion to submission
Renovations, large-scale projects.
Job Conversion
Unblocking, maintenance, etc.
Conversion to invoice
Shipping costs, part and time
No data re-entry required. Details are saved to you throughout the entire process.
See all features →
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The natural continuation of a qualified application; the submission
See the module →
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If the request requires a very specific job that does not require a quote.
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Bill your travel and diagnostic time directly with the request.
—FREE TRIAL, NO CARD REQUIRED
14 days to test it on your real jobs. Our onboarding team prepares your models, imports your clients and trains you, all in French.
Onboarding de base inclus
The first hour is included (it will be a lot).
Assisted migration
Import from QuickBooks, Sage, Excel
Support in French
Phone, email, SMS, we're here.
Sans engagement
Cancel at any time & export your data
