CRM for the service industry
Stay organized and grow customer loyalty fast with a user-friendly CRM
As service companies grow, managing clients manually leads to missed follow-ups, double bookings and lost revenue.
A service industry CRM platform helps companies manage client accounts, employee tasks and sales opportunities in one centralized space.
Pipedrive keeps client data accessible, automates reminders and gives the whole team visibility into what needs attention next. The results are better customer experiences and increased profitability.
Full access. No credit card required.
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What to look for in service industry CRM software
Service businesses thrive when client information stays organized.
The right CRM system simplifies operations and keeps teams focused on clients.
Here’s what to look for:
Contact management: Get a 360-degree view of leads, clients and partners without switching apps.
Workflow automation: Slash admin time and provide smoother services by automating repetitive tasks.
Appointment scheduling: Sync contact data with calendar tools to cut no-shows and keep teams on track.
Cloud-based flexibility: Scale your business and minimize costs with secure access from anywhere.
Expert help: Get answers and ideas when you need them with always-on customer support.
Pipedrive’s service industry CRM features
Streamline your sales pipeline to capitalize on every opportunity
Losing track of job requests costs revenue. Spreadsheets hide opportunities that should be progressing and notes disappear when you need them most.
A visual pipeline gives you control of your sales process. See where each opportunity stands and what action comes next.
Pipedrive tracks every inquiry, quote and job from first contact to payment. Adjust pipeline stages to match your workflow.
Use sales AI to manage deals and follow-ups with ease
Your team shouldn’t waste hours on manual quotes and follow-ups when they could be helping customers or closing deals.
Sales AI handles the busy work. Smart suggestions show which opportunities need attention, while automated drafts speed up email responses.
Pipedrive’s AI tools draft emails, summarize customer interactions and recommend next steps. Respond faster and keep deals moving without manual effort.
Track team performance and negotiation progress in real time
Without visibility, you can’t see which services or staff drive revenue – or fix issues before they cost you.
Real-time dashboards show what’s working. Track bookings, monitor performance and find growth opportunities as they appear.
Pipedrive’s custom dashboards let you filter by service type, team member or location. See which offerings drive the most profit and where to focus your team’s energy.
Keep your teams connected in the field
Field teams shouldn’t wait to update job statuses or check customer data. Delays frustrate clients and slow your operation.
A mobile CRM keeps everyone in sync. Your team can access schedules, service histories and customer notes on site – where they inform better decisions.
Pipedrive’s mobile app gives staff all they need in their pocket. Update jobs, log work and view customer and pricing info from any device.
Over 500+ integrations
Expand the capabilities of Pipedrive with hundreds of apps and integrations
How the Black Ties magically increased revenue by 120%
The BlackTies struggled to manage sales and marketing tasks, resulting in missed follow-ups and a loss of potential bookings.
By implementing Pipedrive’s intuitive pipeline view and built-in activity tracking, the group ensured timely communication and professional follow-up, increasing revenue by 120% and doubling their sales lock-in rate.
Grow and engage your customer base with LeadBooster
Every service business needs a steady flow of new clients.
LeadBooster helps you engage qualified leads and capture every opportunity.
Live Chat. Engage website visitors in real time and turn browsers into booked jobs.
Chatbot. Qualify leads around the clock, so your team knows which prospects are ready to convert.
Web Forms. Capture customer information from your website and route new leads to your sales pipeline.
Prospector. Connect with potential clients using a database of verified companies and contacts.