BAASS - CRM for Service Providers 

 
 
 

A Unified Platform to Manage Leads, Jobs, Scheduling, and Field Service

 
Built to last

A Powerful and flexible Hubspot theme

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service provider

Streamline Operations and Empower Your Field Team With Connected Workflows

 

Service-based organizations need real-time visibility into leads, jobs, schedules, and customer issues to deliver fast, reliable service. BAASS CRM for Service Providers brings your office and field operations together in one centralized system. Opportunities, tasks, resources, and job details flow seamlessly from the office to field teams via mobile devices, ensuring technicians always have the latest information. With live updates, integrated scheduling, and connected financial data, the tool helps service providers respond faster, eliminate manual processes, and improve overall workflow efficiency.

 
 

Key Features of BAASS CRM for Service Providers

Lead, Opportunity & Case Management

Track website leads, manage sales opportunities with custom workflows, and streamline case handling using configurable process automation.

Custom Scheduler for Jobs and Tasks

Schedule tasks and jobs directly within the CRM and push them instantly to field staff through their mobile devices.

ERP Integration for AR and Order Entry

Syncs seamlessly with Accounts Receivable and Order Entry modules to ensure accurate billing, invoicing, and service records.

Embedded Google Maps

Quickly view customer locations, optimize travel routes, and improve dispatch efficiency with built-in Google Maps integration.

Key Features of BAASS CRM for Service Providers

Why Choose BAASS CRM for Service Providers

Looking for Something More Customized?

 

We Build Tools Around Your Business

 

Not every business runs the same way. If you have specific fields, reporting formats, or validation needs, our team can build a custom version of this tool just for you.

 

 
Build a Custom Solution