CRM Buddy – Hosted Solution

Also available as a CRM WordPress Plugin

Key Features

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1. Repair Booking System

The repair booking feature allows customers to easily book services directly from your website. Customers can select the manufacturer, device, and required service, fill out their information, and schedule a repair. Admins will receive email notifications for every new booking, making it easy to manage orders.

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2. Reports for Better Decision-Making

CRM Buddy’s reporting feature offers valuable insights into your business performance. Filter reports by date range, device, job status, and payment status to track growth and make informed decisions.

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3. Maintenance Reminders

With the premium version, you can send customizable maintenance reminders to customers via email or SMS based on device type, brand, and interval. This helps you build customer loyalty by keeping them informed about upcoming maintenance.

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4. Job History

CRM Buddy (version 3.75) introduces a Job History feature that tracks the entire history of a job. This includes status changes, technician assignments, payment history, and more. You can also add custom comments or feedback to the job history for easy reference.

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5. Multiple Devices in One Job

You can now add multiple devices to a single job, making it easier to manage repairs for customers with several items to fix.

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6. RTL Language Support

CRM Buddy now supports Right-to-Left (RTL) languages, broadening its accessibility for global users.

Other Notable Features

WooCommerce Integration: Seamlessly link parts with WooCommerce products.

Device Management: Manage and list the devices and brands you repair.

File Uploads: Allow customers to upload files related to their repair jobs.

Repair Orders: Generate signed repair orders for customer satisfaction

Customer Panel: Customers can log in to request quotes or track the status of their jobs.

What’s New in CRM Buddy 3.75?

– Multiple devices can now be added to a single job.
– Advanced reporting filters by job status and payment status.
– Complete tracking of each job’s history.
– Add security with device PIN codes or passwords.
– Customizable device and ID/IMEI labels.

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Who Can

Use CRM Buddy?

CRM Buddy is ideal for any business offering services, parts, or extras. Whether you’re operating a computer repair shop, mobile repair service, or any other repair business, this plugin will help you manage your operations efficiently.

Main Settings

Currency: Set the currency your business operates in.
Rental Services: Offer laptop rentals by the day or week.
Pickup and Delivery: Set charges for pickup and delivery services.

Services and Parts Management

Services: List unlimited services with details such as service code, time required, cost, and warranty.
Parts: Add parts with stock codes, manufacturing codes, capacity, and pricing. You can group parts by brand.

Jobs and Orders

Job Filters: Filter jobs by payment status, job status, customer, technician, or date for easy management.
Job Details: Add detailed customer information, device specifics, parts, services, and extras.
Invoicing: Print invoices directly from the plugin.

Customer Features

Case Status Check: Customers can enter their case number to check repair status.
Request a Quote: Customers can easily request quotes directly from your website.
Customer Panel: A dedicated space for customers to view job status and updates.

Join CRM Buddy Today!

Start Your Free Trial

Call: +31 85 080 66 48

Address: TRANSPORTWEG 60, 9641KX, VEENDAM, NEDERLAND