Building connections and close more deals
Squadly’s CRM software is powered by intelligent automation to build stronger communications with the customer, make data driven decisions, increase productivity and generate more revenue.
Streamline communication
Keep a track of all your emails and messages within your CRM without switching between apps.
Track job history
Gain clear insights into customer’s job, interactions, invoices and payments history.
Smart decisions
Make smart decisions from customer trends, sales reports and customer performance.
Access everything with one secure document storage space
You can have an easy access to all the customer-related documents anytime because Squadly’s CRM provides a secure and centralized document storage space.
Attach all the important documents, photos, and contracts to customer profile and access them with a single click. The centralized approach ensure a smooth communication and within the teams and across the customer.
Build lasting relations with the customers
With Squadly be there for your customers from the first quote to the final invoice by using a unified dashboard.
Squadly’s CRM offers you a comprehensive view sharing all the details of each of your client, easing it for you to track and manage interactions from day 1 till the last day.
Easily manage data with the CRM
Whether you’re switching systems or just organizing your data, importing and exporting is quick and easy.
Squadly’s CRM makes moving data simple, fast, and secure, so you don’t have to worry about it.
HELP & FAQS
Everything you need to know about Squadly
How does Squadly help streamline communication with customers?
Squadly integrates all your customer emails and messages within the CRM, eliminating the need to switch between apps. This allows you to track and manage communication in one place, ensuring a smoother and more efficient workflow.
What kind of insights can I gain from Squadly CRM?
Squadly CRM provides you with detailed insights into customer trends, sales reports, and performance metrics. By tracking job history, interactions, invoices, and payments, you can make informed, data-driven decisions to grow your business.
How can Squadly CRM help manage customer documents?
Squadly CRM offers a secure and centralized document storage system. You can attach documents, contracts, invoices, and photos to each customer’s profile, ensuring easy access and seamless communication across your team.
Can Squadly CRM help me track customer history?
Yes, Squadly CRM allows you to track all aspects of customer interactions, including job history, communications, invoices, and payment history. This gives you a comprehensive view of each customer’s journey, making it easier to build stronger relationships.
How does Squadly’s CRM help in building long-lasting customer relationships?
With Squadly CRM, you can manage every stage of the customer relationship—from the first quote to the final invoice. The unified dashboard provides a comprehensive view of each client, making it easier to nurture and maintain long-term relationships.
Is Squadly CRM secure?
Yes, Squadly CRM prioritizes security, providing a centralized, secure space for storing all customer-related documents and communication. Your data is protected with robust encryption and privacy protocols.
Can I manage all my customer interactions from one place?
Yes, Squadly CRM provides a unified dashboard where you can manage all customer interactions, from quotes to invoices. This simplifies the process and ensures you never miss an important step in the customer journey.
Reduce your management time by 40% with Squadly
