CLIENTS

Client Management (CRM)

Workiz’s Client Relationship Management (CRM) features gives you access to your business’s most valuable asset: Your clients
Client
Management
Made Easy

Keep track of all vital customer info, including detailed customer history, details and all balances due/overdue. Our integration with MailChimp also makes it easy to continuously keep in touch with customers and prospects, allowing you to market your business, build report and create more business opportunities.

Auto
Client
Search

Workiz is always working in the background to help you save time. Every time you add a new job or client, Workiz will search to find a matching phone number, name or address. When you find a match, you u can take a quick look at the client’s properties and assign the right one.

Client
Phone
Masking

Tired of not knowing what techs are actually saying to your clients? Want to make sure your clients actually stay your clients? Workiz allows you to hide your client’s true phone number and immediately retrieve the call recordings between your staff and the client.

Client
Payment
Tracking

As your business grows, it’s harder to keep track of what’s due. Workiz lets you stay on top of what’s owed and your payment history.

Client
Locations

Offer world class service when your client calls for service by having the correct location information already at your fingertips.

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