- Streamline Customer Interactions and Grow Your Business
Customer Management & CRM for Field Service Operations
WorkCase’s comprehensive customer management tools strengthen client relationships, improve communication, and promote business growth.
Centralized Customer Data
Ensure all customer data is stored securely and readily accessible on a single platform for quick retrieval and outstanding client service.
Lead Management Tools
Engage and manage leads to transform prospects into committed clients and effectively grow your customer base.
Centralized Customer & Client Management
WorkCase Customer Management & CRM provides comprehensive visibility into client interactions and data. Monitor the customer journey from initial contact to long-term retention, enabling you to tailor services, improve experiences, and boost client satisfaction, which in turn fosters loyalty and propels business growth.
- Comprehensive customer profiles.
- Seamless client interaction tracking.
- Enhanced service personalization.
Automated Follow-Ups and Communication
Stay proactive with automated follow-ups and personalised communication. WorkCase streamlines outreach, follow-ups, and reminders, ensuring timely interactions that strengthen relationships. This reduces manual effort, allowing your team to focus on high-value activities while maintaining consistent engagement.
- Schedule follow-ups effortlessly.
- Automate appointment and renewal reminders.
- Maintain consistent client communication.
Customer Interaction
Recognize when and how customers interact with your business to enhance communication strategies.
Performance Analytics
Examine customer service metrics to pinpoint strengths and identify areas needing improvement.
Sales Pipeline Tracking
Track sales opportunities and progress to achieve business objectives efficiently.
Advanced Reporting and Customer Analytics
Utilize WorkCase’s reporting and analytics tools to enhance your understanding of customer behavior and sales trends. Detailed reports help pinpoint performance metrics, monitor interactions, and predict opportunities. Use these insights to refine strategies, boost conversion rates, and enhance client satisfaction.
Seamless Team Collaboration and Communication
WorkCase CRM enhances team collaboration via a single platform.
Real-Time Status Updates
Ensure that everyone stays updated with immediate notifications on task progress and completions to enhance workflow transparency.
Shared Client Notes
Distribute notes and updates to ensure the team stays informed about client needs and preferences.
Task Management
Allocate and oversee team roles to improve coordination and client follow-ups in project environments.
Improve Customer Retention with Personalization
Tailoring interactions is crucial for keeping clients and nurturing long-term connections. WorkCase CRM allows you to adjust client engagements according to their history, preferences, and feedback, creating memorable experiences that foster enduring relationships.
Customer History Access
Analyze previous interactions to gain insights into client needs and expectations.
Feedback and Reviews
Collect client feedback to improve services customised for their project.
Billing and Invoicing Sync
Connect client information for more efficient invoicing management.
What records can I store and view for each customer?
Company details, contacts/roles, sites/locations, notes and files, plus linked operational items like estimates/proposals, work orders, invoices, and payments for full history in one system.
Can I connect customers to jobs and field tickets?
Yes. Create and track work orders against a customer/site, schedule technicians, and keep status visible across the team.
How does Workcase handle communications and updates?
Log notes internally, use built-in messaging/automated notifications, and offer client portals so customers can view status and approve work without email chains.
Does CRM link to quotes and billing
Yes. Generate estimates and proposals for a customer, convert approved work into jobs, and invoice with payment tracking and aging reports.
Can I filter or export customer lists for reporting?
You can filter by attributes or activity and export client information to analyze revenue, receivables, or service history as needed.
- FAQs
Customer Management & CRM FAQs
Workcase centralizes your customers, contacts, and service sites in one place, then ties that data to day-to-day operations like work orders, estimates, and invoices—so teams have context at every touchpoint. Built-in messaging/notifications and client portals help keep customers informed without endless back-and-forth.