Let clients schedule, reschedule or cancel appointments on your website and social media.
Sync your existing business calendar.
Automatically confirm client scheduling requests based on your availability.
This CRM tool allows you to ditch your daily planner and stop playing phone tag with customers who need you. With online scheduling, they can schedule their own appointments at preset days and times that work for you-without the hassle. Those appointments will then show up on your work calendar, so you know exactly where you need to be and when.
Payments and Invoices
Send estimates, invoices and receipts in a matter
Process any credit card - anywhere, anytime.
Allow clients to view and pay bills online via
the secure client payment portal.
Keeping track of all the paperwork that goes into a job
can feel a bit like a scavenger hunt at times. And who
likes nagging customers for that payment they keep
forgetting to send ?
The customer payment portal is a powerful piece of
customer service software that eliminates both of
those tasks by electronically storing all of your
payment paperwork and allowing your customers to
pay online. It's convenient and simple for everyone.
Store and manage all contacts in one place.
Upload your current customer list via Excel or
CSV file for an easy transition.
Automatically create a new contact entry when a
form is filled out on your website.
Using this CRM tool, you can store all of your
customers' information in one place. In addition to
contact information, you can also track other details
that will allow you to personalize that customer's
experience. Just jot down a note of what you'd like to
remember, and bring it up the next time you see them.
Use drag-and-drop email templates.
Send out coupons and specials.
Generate online reviews.
Creating an email marketing campaign might seem
difficult, but this feature makes it easy. Just customize a
drag-and-drop template and away you go. You can use
them to send out promotions, ask for reviews
Secure Customer Portal
Allow customers to log in to their account and pay invoices securely online.
Let clients schedule their own follow-up appointments.
Brand the portal to match your business.
The secure customer portal is designed to simplify your
life and your customers' lives. The customer portal
allows your customers to schedule appointments,
make payments and stay in touch with you. And it lets
you get back to business faster..
Transform Your Day-to-Day Workflow With the Best CRM Software
Are you curious about how Search Planet Engage can help you simplify your day and grow your business? If you're a current Search Planet customer, ask your digital marketing expert for further information. You're not a client yet? Get started right away!
Our contracts are month-to-month, so we never stop working to earn your business.