Customer Management
A CRM built for service businesses
Customers, sites, contacts and agreements in one place, with the full service history behind every relationship.
One record for every relationship
The full story behind every customer
One source of truth
Made for service operations
Easy to adopt
Quotes that become agreements in a click
Build quotes with the lead, customer and site details already in place, then convert approved quotes to live agreements with drag-and-drop tools and no re-keying.
Addresses validated as you type
Search and select validated addresses inside the CRM. Fields complete themselves and geo-location is captured at the same time, ready for accurate scheduling and route optimisation later.
Change of ownership without the admin
When a customer changes hands, agreements, invoices, delivery notes and related records transfer automatically, so nothing breaks and nobody spends a week re-keying history.
Price increases in a single click
Apply increases across one customer, one site or your whole base at once, with the historical data on screen to back the decision before you commit.
Group sites into cost centres
Group customers, sites, branches or departments into one cost centre and read costs, revenue and profitability in a single view.
Full CRM suite.
Leads, customers and agreements managed in one central CRM shaped around service work.
Quick quotes.
Professional quotes in seconds, with pricing, customer and site details already connected.
Instant agreements.
Approved quotes convert to live agreements immediately, with no duplicated data anywhere.
Unlimited agreements.
Create and manage unlimited monthly or annual agreements across customers and sites.
Fully searchable.
Customers, sites, contracts and agreement details found in seconds with powerful search.
In-depth reports.
Sales performance, financial and operational reports that support better decisions.
Questions about the CRM.
What makes a CRM for service businesses different? +
A service business CRM connects relationships to delivered work. Alongside contacts and leads, Service Manager links every customer to their sites, agreements, schedules, deliveries and invoices, so the record reflects the whole relationship. A generic sales CRM stops at the pipeline, which is where service work starts.
Can I import my existing customer data? +
Yes. We import customers, sites, contacts, agreements and history from spreadsheets or your previous system as part of onboarding, and we structure the data correctly while it comes across. You start with a working CRM on day one, with training covered during onboarding.
Does the CRM connect to scheduling and invoicing? +
Yes. Agreements created in the CRM drive the schedules your drivers work to and the invoices your customers receive. When a quote goes live, the servicing and the billing follow automatically, with no re-keying between departments and no gaps for work to fall through.
Trusted across the industry
What our customers say.
Service businesses across the industry run on Service Manager.
I had heard about Service Manager from another washroom provider, and they recommended we get in touch as the service is superb. The Leito team have been fantastic throughout and the after-service has been exceptional.
We cannot recommend Service Manager highly enough, it will transform the way you run your business and Leito always have time to discuss any aspect of it.
Service Manager is an essential partner to our business, I would recommend it to anyone in our sector or who has a similar business model in the service industry.