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What is Service Hub CRM?

Service Hub CRM simplifies the process of delivering outstanding service. Connecting with a customer to schedule an appointment often necessitates multiple calls, which can lead to frustration. By equipping your staff with our comprehensive tools, you can enhance customer service quality significantly. We recognize the importance of effective communication in developing relationships, and we pay attention to every detail. Our software is customizable to cater to the specific needs of your business. Rather than managing various systems separately, consider integrating them for a more cohesive experience. Our committed team is available to assist you in navigating our platform, ensuring you become proficient in its functionalities. You can access all vital information from your dashboard, which will streamline your workflow. Technicians are able to provide real-time updates on ticket statuses to both you and your clients, keeping everyone in the loop. Manage your orders seamlessly through our application, boosting overall productivity. Our GPS features ensure you never lose your way on the way to your next appointment. You can easily upload files from your device for quick access, and stay updated with notifications regarding your order statuses on your mobile phone. In addition, we continuously strive to improve our offerings, making your service experience even more efficient and enjoyable. All these features coalesce to create a more streamlined and effective service delivery process.

What is Dynamics 365 Field Service?

Effectively addressing customer concerns on the initial interaction is crucial for maintaining satisfaction. Dynamics 365 for Field Service significantly improves this experience by ensuring transparent communication throughout the entire support journey whenever assistance is requested. The process begins with acknowledging the customer's service request and smoothly moves to providing details about the assigned technician, including their estimated arrival time, followed by updates after the service is completed, and a final confirmation once the issue has been resolved. By actively anticipating, recognizing, and tackling service-related challenges before they come to the customers' attention, businesses can ensure their operations are both reliable and efficient. Building customer trust and loyalty is achieved by equipping service managers and technicians with vital tools and information, allowing them to resolve issues swiftly. Furthermore, optimizing resource allocation and minimizing costs while facilitating excellent onsite interactions is accomplished by strategically deploying technicians exactly where and when they are needed, which guarantees a smooth service experience. This comprehensive strategy not only boosts customer satisfaction but also fosters operational excellence across various facets of the business, creating a win-win situation for both customers and service providers. Ultimately, a commitment to outstanding service helps in fostering a long-lasting relationship with customers.

Media

Media

Integrations Supported

AXtension Content Gate
AgriERP
Atfinity
Azumuta
Dynamics 365 Remote Assist
EasyTerritory
Ema
Obzervr
Resco Inspections+
The Asset Guardian EAM (TAG)
mainsim

Integrations Supported

AXtension Content Gate
AgriERP
Atfinity
Azumuta
Dynamics 365 Remote Assist
EasyTerritory
Ema
Obzervr
Resco Inspections+
The Asset Guardian EAM (TAG)
mainsim

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$95 per user 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

Service Technologies

Date Founded

2017

Company Location

United States

Company Website

servicehubcrm.com

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

dynamics.microsoft.com/en-us/field-service/overview/

Categories and Features

Claims Processing

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Delivery Management

Customer Portal
Dispatch Management
Driver ETA
Driver Management
For Courier Services
For Freight
For Restaurants
Order Tracking
Routing
Scheduling
Signature Capture
Surveys & Feedback

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

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special 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

Transportation Dispatch

Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
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

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