Turn more enquiries into profitable work with Zoho CRM
Zoho CRM gives your sales and account teams a structured way to manage prospects, customers, sites and commercial opportunities. Every enquiry can enter a defined sales process with clear ownership, follow-up activities and pipeline stages.
Capture every sales opportunity
Manage enquiries from your website, telephone calls, referrals, tenders and existing customers in one place.
Assign each opportunity to the right salesperson and make follow-up activity visible across the team.
Build a complete customer picture
Connect the people, premises and opportunities associated with each customer.
Sales and account teams can see previous activity, current opportunities and relevant service context before contacting the customer.
Grow existing customer accounts
Use customer and site information to identify:
- System upgrades
- Remedial work
- Additional premises
- New service requirements
- Contract renewal opportunities
- Cross-selling opportunities
Manage installations, inspections and field service
with Zoho FSM
Manage service requests and work orders
Create service requests for new installations, planned inspections, preventative maintenance, reactive call-outs, fault investigation, remedial work or customer-requested visits. Work orders can contain the agreed services, tasks, parts, priority, customer instructions and site information.
Schedule and dispatch engineers
Use visual scheduling to coordinate appointments, engineer availability, service requirements and location.
Dispatchers can see upcoming work and make informed scheduling decisions without relying on separate diaries or spreadsheets.
Give engineers the information they need
The Zoho FSM mobile app gives field teams access to their schedules and assigned work.
Engineers can view job information, update appointment status and record activity while working at the customer’s site.
Capture consistent field-service evidence
Standardised job sheets can help engineers record:
- Inspection results
- Work completed
- Faults and observations
- Remedial recommendations
- Parts and materials used
- Time spent
- Site photographs
- Customer feedback
- Customer signatures
This creates a clearer and more accessible service record for every visit.
Manage assets and service history
Maintain information about the equipment installed at each customer site and review previous service activity.
A connected asset and service history gives engineers better context and helps office teams plan future work.
Automate planned maintenance
Create recurring work orders and service appointments for regular inspections and maintenance visits.
This supports a more organised approach to contract delivery and helps reduce the risk of planned visits being missed.
