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CRM

Module

CRM

Every customer, every contact, every contract — in one structured view. Full context before every interaction.

A CRM built around the way service organizations actually run. Customers, machines, contracts and history live in one place — so the next person picking up the phone has everything they need.

One customer view
Contacts, machines, tickets and history together
Full context
Whoever answers has the whole story
Contracts in sight
Terms and expiries tracked per customer
Right pricing
Customer terms applied without lookup
Renewals caught
Expiries surface in time to act
Know your accounts
See who is most valuable and demanding
One truth per customer
The whole team works from a single, service-aware record.

Business outcomes​

Full
context, every call
Whoever picks up the phone has the whole customer story — contracts, machines, history.
Captured
renewal opportunities
Contract and warranty expiries surface in time to act — not after the customer asks.
Correct
pricing, automatically
Customer-specific rates and conditions applied without manual lookup — every quote, every invoice.
Know
your accounts
See which customers are most valuable and which are most demanding — and resource accordingly.

Features​

Everything Before You Pick Up the Phone

Customer story, in one view. Contacts, installed machines, open tickets, history and active contracts — the whole picture, instantly.

Contracts Always in Sight

Never miss a renewal. Never work outside agreed terms. Service contracts, warranty agreements and SLA terms tracked per customer — alerts before expiry.

The Right Contact, Every Time

Know who to call for what. Technical contacts, invoice approvers and contract managers tracked with roles and communication preferences.

History You Can Trust

Every visit, incident, quote and email logged against the customer. Anyone on your team picks up exactly where the last person left off.

Targeted Communication

The right message to the right audience. Customer segments managed centrally — marketing communications go where they're relevant.

Customer Pricing — Automatically

Individual rates and conditions, applied without lookup. Every quote and every invoice reflects the customer's actual terms.

Know Your Best and Hardest Accounts

Data-driven account decisions. Service cost, incident frequency and satisfaction per customer — visible, comparable, actionable.

Customer Visibility, Minimal Cost

Read-only access for customers — without burning licenses. Give customers insight into their own data without growing the bill.

Generic CRM vs. service-aware iqpdb​

A generic CRM
  • Customer record stops at name, address and contacts
  • Installed machines live in a separate system
  • Service history scattered across emails and tickets
  • Pricing rules re-typed every quote
  • Contract expiry caught by accident, if at all
With iqpdb™
  • Customer view includes machines, history and contracts
  • Service operation and CRM share one record
  • Every interaction logged against the customer
  • Pricing applied automatically on every quote
  • Renewals captured before they slip

Who uses it​

Local Service Coordinator
Accesses customer data when creating bookings and quotes
Hotline Support
Reviews customer and machine data on inbound calls
Accounting
Uses contract and pricing data for invoicing
Sales & Marketing
Manages customer relationships and campaigns
Service Manager
Analyses customer satisfaction and service cost per account

Connected Modules​