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What is Customer Service Delivery Platform SRM?

Does your company have a call center, a website, or various communication channels like email, text, or chat to collect customer feedback regarding their inquiries? Our goal is to thoroughly comprehend YOUR business, including its unique needs and challenges, so you can focus on delivering products and services that genuinely satisfy YOUR customers' expectations. Should you ever require a sophisticated SRM software solution, we will be ready to support you. In contrast to many larger companies, we refrain from recommending a software solution that does not fit your specific needs or endorsing a 'plug and play' or 'one size fits all' methodology, as we acknowledge that such approaches are impractical. We will work alongside you to identify and implement the most suitable solution for your business model, ensuring that the right degree of automation is achieved—neither excessive nor insufficient. Our commitment is to offer customized support that enables you to excel in your field while also fostering a strong partnership that promotes mutual growth and success.

What is BookingKoala?

We offer extensive assistance for your business from its inception to its final stages. Our objective is to guarantee that your clients enjoy an outstanding experience while also streamlining your operational processes. In today's landscape, anyone can launch a service and rival established companies with million-dollar revenues in just a few moments. Whenever you're looking to draw in new customers, provide pricing options, check availability, send confirmations and reminders, gather feedback and reviews, process payments, and manage numerous other tasks, BookingKoala is ready to support you. You can rapidly establish your store or utilize our pre-set options for new projects and get started in less than a minute. Our marketing tools will help you effectively broaden your customer reach. Furthermore, you can control your business from anywhere in the world due to our mobile-friendly platform. You're welcome to use our free theme or seamlessly integrate it with your existing website for a cohesive experience. Our platform is crafted to be flexible, ensuring you have all the essential tools for achieving success, including analytics to track your performance and customer engagement.

Media

Media

Integrations Supported

ActiveCampaign
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
Zapier

Integrations Supported

ActiveCampaign
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$27 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CSDP

Date Founded

2007

Company Location

United States

Company Website

www.csdpcorp.com

Company Facts

Organization Name

BookingKoala

Date Founded

2017

Company Location

United States

Company Website

www.bookingkoala.com

Categories and Features

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Cleaning Services

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Pet Grooming

Appointment Reminders
Appointment Scheduling
Billing & Invoicing
Client Management
Commission Management
Inventory Management
Mobile Grooming
Point of Sale (POS)
Recurring Appointments
Services List
Staff Management

Pet Sitting

Billing & Invoicing
Client Management
Credit Card Processing
Customer Portal
GPS Check-in / Check-Out
Key Management
Recurring Appointments
Scheduling
Staff Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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