Enterprise class field service CRM software on the web and mobile

The easy way to customer retention

Minus the complexity

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Free for 15 days. No credit card needed.

Totally customizable customer service software

Running a service operation takes careful planning, meticulous staffing, tracking KRAs and SLAs and yet make money. None of this is trivial- but why should it be more complex than it is?
Thoughtfully crafted and entirely customizable, Saleswah CRM makes it easy to set up and get going. Define your own products, customize warranty and AMC settings. Have custom and complex PM scheduling, checklists.
Manage teams, roles, hierarchies. Schedule visits. Get reminders for due and overdue tickets. Convert expiring warranties into AMC and expiring AMC into renewals.

Service CRM> All features

The most powerful, user-configurable field service CRM: features and work-flows

user customizable service CRM

Configurable for maintenance of any asset class

No two service businesses are the same.
Asset classes, business processes, competitive pressures, warranty and contract terms.
Don’t spend months configuring your CRM. Get ready in days to serve your customers.
Like water takes the shape of the container, Saleswah will shape itself around your business.

Try for free

Free for 15 days. No credit card needed.

Installed locations management

Accounts (companies you are selling to) and Contacts- the employees- are the heart of Saleswah CRM. Sites are where the equipment under care are installed.

Users and Roles

Saleswah Service CRM allows for a large number of configurable roles and and permissions.

Technicians, Service Execs and Managers and Commercial roles are available out of the box. So are specific roles like Approvers for PM and Refueling tickets.

Special roles can be created on request.

Hierarchies and permissions

Each site has a designated service executive and this allows for natural grouping of territories under a manager.

Tickets are assigned to technicians. Visibility is limited to the higher people in the hierarchy.

Resource management by territory

Group installation sites into territories and yet larger territories managed by executives and their managers.
Compare load across teams and individuals and performance as well. Analyze root cause.

The four key benefits of Saleswah field service CRM software

benefits of saleswah field service crm

Asset tracking and health monitoring

for large installed base of field equipment

Know your assets: where they are, when the last service was done, when the next service is due. Track fuel consumption and spares usage.

Control costs and optimize resources

Track people and material usage

Track resource allocation real-time. Monitor spares usage and fuel consumption trends. Flag abnormalities.

Totally flexible scheduling of service events

Preventive maintenance and refueling

Monitor your asset usage and schedule PM and refueling based on run-hours. Nothing slips.

Totally customizable

by you, without coding

What information to capture in visits, while closing a ticket, to describe a site or how to specify a product?
You decide. You implement.

Grow into the most remarkable service operation

When you want your customer service to define you,

it’s time to use Saleswah. Powerful, totally configurable yet simple, Saleswah has easy and intuitive workflows for the most common field service processes and scenarios.
No matter what products you service, you can create a service CRM for it.

scheduling service events

Scheduling service activities and tracking closure

Set reminders for repairs, scheduled maintenance and refueling tickets. Better, have Saleswah automatically show them on your calendar. So, you know what is pending, what you need to do today and what is the remainder of the week looking like.

Also get alerts for events like new tickets assigned or logged, overdue tickets and many more.

Try for free

Free for 15 days. No credit card needed.

Installation

Allow installation requests to be logged as tickets right from the shipment. Assign people to the ticket, have custom check-lists and track closure.

Even trigger scheduled maintenance activities for the future at installation stage.

Preventive maintenance

Schedule preventive maintenance tickets by product type- some at fixed intervals of days or months, some based on run-hours.

Define custom check-lists when you attend a PM ticket for every product type.

Corrective maintenance

No matter if your whole installation site is down – think a BTS which is off the air- or an individual equipment like a Diesel Gen Set which is down, log a ticket and assign to a service resource, track response and turnaround.

Refueling or re-filling

If you have equipment that needs re-fueling at varying intervals (like machines running on fuel) or those that need to be refilled at fixed intervals – like fire-fighting equipment, set up schedules in CRM, capture refuel amounts and fuel levels.

Simple or complex, Saleswah will handle.

For complete peace of mind, when you must know

The service CRM not only runs on the same platform as the sales CRM but allows continuity of workflow from won deal to purchase order to shipment to delivery and installation.
It is comforting to know as a sales person that your customers are being serviced and your service operations are generating goodwill for your future sales.
Reports, dashboards, mobile apps, easy customization, alerts on email and browser notifications and more.

sales and service crm

Mobile app

The most customizable field service CRM app on mobile- and that’s a promise.

Email notifications

Know your current business status in one glance.

Dashboard

Attend meetings and take notes on your phone and have the CRM log the time and place.

Reports

Use our ever growing set of reports to get insights into your business.