برنامج CRM وإدارة العملاء المحتملين لخدمة الميدان
اكسب المزيد من الأعمال. احصل على العملاء المحتملين، أرسل عروض الأسعار، وأغلق الوظائف قبل عودة المنافسين.
جديد1
تم إرسال العرض2
التفاوض1
فاز1
انقر على بطاقة لتقدمها إلى المرحلة التالية في خط الأنابيب.
ما الذي تساعدك هذه الميزة على القيام به
لوحة قيادة بصرية للمتابعة
قوالب العروض مع تصدير PDF
التقاط العملاء من إعلانات Google
Field Service CRM & Lead Management Software في الممارسة العملية
New inquiries from your website, Google Ads, or a referral phone call land on a visual lead board instead of scattering across texts, sticky notes, and a shared inbox. Each lead carries priority so a coordinator calls back the hot ones first, and every record keeps the customer's full service and treatment history, so no one is quoting a stranger. From that same board, staff send a quote built from templates, export it as a PDF, and move the lead to a job the moment it's accepted — the job carries the original conversation forward instead of starting a fresh file. Because leads from ads and web forms route in automatically, nothing sits unrouted overnight, and the office can measure how many inquiries actually turn into booked, billed work.
Field Service CRM & Lead Management Software الأسئلة الشائعة
Does lead capture work with Google Ads and my website, or do I have to enter leads by hand?
Leads from Google Ads campaigns and website form submissions flow into the lead board automatically; you can still add a lead manually for phone or walk-in inquiries.
هل يمكنني إرسال عرض قبل جدولة المهمة؟
Yes. Quote templates export as PDFs you can send directly from a lead, before any visit is scheduled or a job is created.
Does the CRM track priority so urgent calls don't get buried?
Yes, leads carry a priority so coordinators can call back the highest-priority inquiries first instead of working the board in the order it arrived.
What happens to a lead's history once it becomes a customer?
The lead's conversation and quote history carries forward into the customer record, so quoting and service history live in one place rather than resetting.
استكشاف سير العمل الكامل Overden Field
Overden Field يجمع هذه الميزة مع بقية سير عملك التشغيلي، بحيث لا يضطر فريقك لنقل البيانات بين أدوات منفصلة.
تحدث مع خبير Overden.
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