CRM System Dashboard

Dashboard

  • CRM Runner provides you a customized dashboard that offers you a complete overview and analytics of your day-to-day operations.
  • Manage real-time field jobs with the user-friendly dashboard.
  • Control inventory changes and receive notifications about any change in schedule, payment or others.
  • The GPS tracking module of the dashboard allows monitoring of sales and spending and also allows chat between team members.

Read More

Leads

  • Generate leads with CRM RUNNER and capture the leads with our lead capture function.
  • When you generate a new lead, our CRM lets you manage your communication with the lead right up to the sales process.
  • Create estimates and invoicing in a fast and easy way, and follow up using our CRM.

Read More

CRM Runner

Plan Room

  • CRM RUNNER’s Plan Room is a smart tool to design customized work plan.
  • Prepare the work plan, attach it to the client estimate and send it to the technician through the Plan Room.
  • With Plan Room, you can also take photographs of your service location.

Read More

GPS Tracking

  • View satellite map and get a complete overview of your staff and customers with the GPS Tracking tool of CRM Runner.
  • Know the current location of your team and their real-time driving routes.
  • GPS Tracking also lets you view site images and get accurate locations.

Read More

Inventory

  • Manage and keep a track of your whole inventory with the Inventory feature of CRM Runner.
  • Manage your warehouse, store and even multiple stores with this tool to ensure nothing is lost again.
  • The feature also lets you manage your analytics, reports, and sales.

Read More

Customers

  • The Customers feature is a quick and easy way to create clients from anywhere and import customers from other CRMs.
  • The tool also simplifies following up with your customers’ needs.
  • The feature allows access to customers’ details, prepare estimates and invoices just with a few clicks.

Read More

Designed Quotes & Invoices

  • Make impressively designed quotes with that cutting edge difference for a first impression.
  • Completely customizable as per your operation specifications, your clients receive the exact format.
  • Remain a head over your competitors with the best presented quote & invoice details.

Read More

Multiple Locations

  • Get a 360 degree view of your multiple location operations with the swipe of a finger.
  • Managing businesses stores/warehouses/mobile locations has never been easier before.
  • CRM RUNNER gives you comprehensive reports as per your operation location to trace the smallest business detail.

Read More

Suppliers

  • Tracking suppliers by details of pricing or items is now possible with CRM RUNNER.
  • You can also prioritize your choice by rating them so that you know where to look for next time without any delay.

Read More

Contractors

  • Select your contractor and manage how they work on a single or even multiple projects seamlessly.
  • Schedule them, receive reports from them and remain updated for smoother business operations and better client satisfaction.

Read More

Employees

  • Rank your employees, give them titles and secure their permissions to see and control their daily operations.
  • Show your staff that you care for them. Get notifications and send out messages for birthdays or other personal event days in a special way.
  • Get notified when they have birthdays so you can be that company that cares.

Read More

Jobs/tickets

  • Job management of any magnitude is only a few finger swipes away with CRM RUNNER giving you full access to schedule and ticket jobs.
  • Track the location of each techie with the CRM RUNNER location module and much more.

Read More

Services

  • List and specify all your services to create jobs and service requests in seconds.
  • Get online bookings for the services that you offer and integrate the bookings with other CRM RUNNER features for seamless operations.

Read More

Transactions

  • Now, get paid anywhere and anytime!
  • Get paid online through the App, send payment notifications & make payment changes.

Read More

Permissions

  • Give restricted access to staff and contractors according to their jobs and roles.
  • Set roles and monitor job execution by the relevant staff with the needed security measure in place.
  • You can avail of the permission feature in both the App and the Desktop versions.

Read More

Integration

  • CRM RUNNER is the perfect solution to digitalize your multiple location business operation without having to fall back on any other application.
  • Our platform integrates with top name brands application to give you maximum control & improved results!
  • Sales, campaign and social media management are all combined in the single window CRM RUNNER to maximize operation efficiency.

Read More

SMS

  • CRM RUNNER allows you to receive and send all types of business notifications concerning clients, jobs or any other concerned areas through SMS.
  • Send notifications of changes in field work specifications to your tech team and save time and operations hassles.
  • Communicate instantly through SMS time alteration request or delays by clients and update your field team accordingly.

Read More

APP

  • Use CRM Runner wherever and whenever you need on your hand-held devices.
  • Download the app from Apple App Store or Google Play Store and use it in your iOS or Android device.
  • Smart and user-friendly, the CRM Runner app helps you manage your business better, even on the go!

Read More

To Do List

  • Accomplish your assignments in an organized manner with the To Do List feature offered by CRM Runner.
  • This feature acts just like digital sticky notes, allowing you to write the tasks you need to get done for the month.
  • The To Do List feature ensures that you complete your tasks on time, without missing deadlines.

Read More

Read More

E-docs

  • CRM RUNNER enables streamlining your document management with its E-doc feature eliminating tedious processes of paperworks.
  • Create documents like proposals and contracts and customize them as E-Docs with CRM RUNNER.
  • Extract the exact document in time to fulfill the needs of your business without compromising on your time to drive revenues.

Read More

Referrals

  • CRM RUNNER offers a unique referral program that lets you earn money when you refer your friend or client to use this solution.
  • Each time you refer someone to use CRM RUNNER, you as well referred person gets $100.
  • The more people you refer, the more dollars you win!

Read More

Booking

  • Have a small or medium size business? Want to go online with your products or services?
  • CRM Runner is a unique program that allows you to create your own website. Customers can then buy your products or book your services through your site.

Calendar

  • CRM Runner has the highly useful Calendar feature that lets you schedule your jobs within a few minutes.
  • Schedule tasks in advance to increase your employees’ efficiency.
  • Manage jobs smoothly with proper scheduling.

Read More

Notifications

  • Stay updated on every smallest activity in your business with CRM RUNNER’s Notifications feature.
  • You will receive notifications on any changes in any area of the business areas such as payments, stock, schedules, events and more.
  • Simply activate notifications for the business areas you want to stay informed about.

Read More

Chat

  • Keep track of the activities of your employees, contractors and technicians with the Chat feature of CRM RUNNER.
  • The Chat feature lets you stay connected to your employees and team members through instant messages.
  • The feature comes with a contact chatting module that saves on your time.

Read More

Report

  • Detailed reporting on different aspects of your daily operations is a tension-free affair with different features of CRM RUNNER to assist you.
  • Remain updated about your field operations, work completion and much more with the report section integrated seamlessly in every part.

Read More

Connect your office and fieldworkers - Try it
with our 30 day free trial.

No commitment, no auto subscriptions, no credit card required