Segue seamlessly from sales to service for improved customer satisfaction.
Build long-lasting customer relationships by ensuring memorable experiences from the first sales call to the final service. Merge effective customer management with efficient field operations.
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Deliver excellence beyond the close of a sale. Install the Zoho FSM extension for
Zoho CRM
Closing a sale is just a starting point for a service-based business. Delivering great experiences during installation and periodic maintenance services offers opportunities to further cement customer loyalty. An end-to-end platform that helps you optimize field operations, manage large service teams, and improve visibility to stakeholders at every stage is the need of the hour.
Revolutionize field
operations with Zoho FSM.
Zoho FSM helps service businesses, manufacturers, and contractors increase first-time fix rates, improve productivity, and minimize costs. Automate the entire spectrum of field operations with advanced work order management, assisted scheduling, effective workforce management, and easy billing.
Key benefits
Receive service requests, send cost estimates, create work orders, and see them to completion with efficient work order management.
Schedule and dispatch the right person for the job based on availability, proximity, and skill on the Dispatch Console.
Improve productivity on the field by using the Zoho FSM mobile app to access job details, share live locations, enter timesheets, and collaborate with the office.
Simplify billing and payments with one-click invoicing, region-based taxes, and online payment gateways.
Enable two-way sync between Zoho FSM and Zoho CRM
Use the Zoho FSM extension for Zoho CRM to sync data bi-directionally between the applications' Contacts, Accounts, and Products modules. Speed up processes by eliminating repeated data entry. Enable easy access to all the information regarding an account or contact in Zoho FSM and Zoho CRM.
Improve customer communication with contextual service information.
Equip your salespeople with complete information by showing service records contextually on Zoho CRM. View all of the service requests made, estimates sent out, work orders created, and service appointments scheduled for a customer. Similarly, access the details of work orders and assets added from a sales order to hold data-backed conversations with customers.
Create new service records seamlessly from Zoho CRM.
Create service requests, estimates, and work orders from various modules in Zoho CRM. Salespeople can add a new request for a machinery installation from a deal when it reaches a specific stage. You can also add products as an Asset on Zoho FSM to set up periodic maintenance plans.
Frequently asked questions
The Zoho FSM extension for Zoho CRM is available in the Zoho Marketplace. You can install the extension by giving the relevant permissions to merge sales and field service operations seamlessly.
Yes, the Zoho FSM extension supports bi-directional sync of customer data, ensuring seamless integration between the field service management app and Zoho CRM for accurate and up-to-date records.
Consider you have sold a machine that requires technical assistance for installation. With the Zoho FSM integration, you can create a new service request, estimate, or work order directly from the Sales Order on Zoho CRM and handle scheduling on Zoho FSM.
Products on Zoho CRM can be added as Assets on Zoho FSM. You can use the Zoho FSM button to create a new asset by adding the contact/company details. This asset will now appear in your field service management software.