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Field Service CRM Software
Manage enquiries, create quotations, follow up opportunities, and grow customer relationships with a field service CRM built for service businesses.
Built for Growing Field Service Businesses
500+
Field teams tracked
1M+
Enquiries captured
7
Industries served
35%
Average lift in quote conversion
The problem
Without a connected system, promising leads, quotations, and customer relationships slip through the cracks.
Enquiries received through WhatsApp are forgotten, causing promising opportunities to disappear without timely follow-ups.
Manual quotation creation slows responses, while sent quotes are never tracked or followed up consistently.
Customer information remains scattered across WhatsApp, emails, spreadsheets, and paper records, making every interaction difficult.
Without a clear sales pipeline, teams cannot see open opportunities or understand what needs attention next.
Qualified leads go cold because nobody follows up with the right information at the right time.
Sales activities live in spreadsheets that quickly become outdated, leaving teams without a reliable source of truth.
Customer relationships shouldn't be scattered across spreadsheets, emails, and WhatsApp chats.
Managing your entire field operation? Explore Field ServiceCustomer information often becomes fragmented across multiple tools for every growing field service team. Zentid sees every quotation, job, invoice, and customer interaction as staying connected, making it easier to deliver faster, more consistent service.
We have built a field service CRM specifically for service businesses, helping teams manage customers, quotations, follow-ups, and service history through a single platform.
When this system is connected with Field Service, Field Report, and Field Workforce, every customer interaction flows naturally into your operational workflow, eliminating duplicate work and improving visibility across your business.
Product overview
Three connected capabilities that help service businesses capture opportunities, close deals, and build lasting customer relationships.
Lead management
Capture, assign, and track every enquiry from one place, ensuring no opportunity gets lost across WhatsApp, email, or spreadsheets.
Quotation management
Create professional quotations in minutes,monitor every stage, and keep opportunities moving until they're approved or won.
Customer management
Keep complete customer records, service history, contracts, and renewals together to deliver consistent service and stronger retention.
Sales challenges
As your business grows, a field service CRM helps manage increasing enquiries, quotations, follow-ups, and customer relationships with confidence.
As enquiry volume increases, manual tracking fails to effectively capture, assign, and prioritize every opportunity.
Building quotations manually slows responses, while teams lose visibility into pending, approved, and overdue quotes.
Following up through WhatsApp alone becomes inconsistent, causing valuable opportunities to be forgotten or delayed.
Customer information scattered across emails, WhatsApp, and spreadsheets makes every interaction slower and less informed.
Need scheduling, dispatching, and job execution connected to every won opportunity?
Features
From lead capture to quotations and complete customer records, all in one place.
Capture enquiries from every channel into one workspace, ensuring every opportunity is recorded from the start.
Assign enquiries to the right salesperson or team instantly, keeping ownership clear and response times fast.
Automated reminders help your team follow up consistently, ensuring promising opportunities never slip through.
View every call, WhatsApp message, email, and note in one timeline for complete lead context.
Track every opportunity through each sales stage with a visual pipeline that highlights priorities and progress.
Create professional, branded quotations quickly using structured templates that reduce manual work and improve consistency.
Use ready-made templates for common services, then customise pricing and details for every customer.
Route quotations through internal approvals before sending, improving accuracy and reducing mistakes.
Receive notifications when customers open, view, or respond to quotations, making follow-ups more timely.
Measure quotation outcomes to understand conversion trends and improve future sales performance.
Maintain a single customer record with contact information, account details, and complete relationship history.
Access previous jobs, reports, technician visits, and service records before every customer interaction.
Keep every email, call, WhatsApp conversation, and note together for a complete communication history.
Store multiple contacts for each customer, including site managers, procurement teams, and finance representatives.
Track service agreements and AMC contracts with automated reminders for renewals and milestones.
Lead & pipeline management
Gain complete visibility into your sales pipeline with automated follow-ups, real-time tracking, and every opportunity organized in one place.
See every opportunity from Enquiry to Qualified, Quoted, Negotiation, and Won with a visual pipeline that helps teams stay organized and managers monitor sales performance in real time.
Keep every opportunity moving with automated reminders, activity tracking, and WhatsApp follow-up integration that ensures no lead is forgotten or delayed.
Quotation Management
Build professional quotations, streamline approvals, and track every outcome with complete visibility from draft to customer acceptance.
Quote builder
Create branded, service-specific quotations in minutes with structured templates that reduce manual work and help your team respond faster.
Approval & tracking
Keep every quotation accurate and moving with approval workflows, customer notifications, and real-time tracking from submission to acceptance.
Win/loss analysis
Understand what drives successful quotations with conversion insights, performance tracking, and reporting that help improve future sales decisions.
Customer & contract management
Keep customer records, contracts, and service history connected to deliver consistent service and strengthen long-term customer relationships.
Customer records
Bring every interaction, quotation, service job, and communication into one complete customer profile, giving your team the context to deliver better service every time.
Contract tracking
Track service agreements, AMC contracts, and renewal schedules automatically, ensuring every contract stays active and no renewal opportunity is missed.
AMC & renewals
Simplify how you create, renew, and manage service contracts while building stronger long-term customer relationships.
AMC quotations
Create professional AMC quotations with service scope, SLA terms, and flexible pricing to help customers understand and approve contracts faster.
Renewal tracking
Stay ahead of contract expiries with automated renewal reminders and a dedicated renewal pipeline that helps secure recurring revenue.
Contract history
Access complete AMC records, including contracts, service visits, reports, invoices, and payments, from a single customer profile.
Monitor leads, quotations, pipeline performance, and AMC renewals from a live dashboard built for service businesses.
Monitor newly received enquiries, unassigned leads, and opportunities waiting for action from one dashboard.
View every active opportunity with deal value, sales stage, assigned owner, and latest activity.
Track quotations awaiting customer responses with real-time sent, opened, and viewed status updates.
Measure quotation conversions, closed revenue, and overall sales performance during any selected period.
Stay ahead of upcoming contract renewals with alerts for the next 30, 60, or 90 days.
Understand the total value of your sales pipeline across every stage to forecast future revenue.
How it works
Every enquiry, quotation, approval, and contract is connected in one streamlined workflow, with every step tracked automatically.
Every enquiry from WhatsApp, email, or your website is automatically captured, ensuring no new opportunity is missed.
Assign leads to the right salesperson, update pipeline stages, and schedule automated follow-ups to keep deals moving.
Generate branded quotations from templates and deliver them instantly through email or WhatsApp for faster responses.
Customers can review, digitally approve, and sign quotations online, eliminating paperwork and speeding up the sales process.
Once approved, the opportunity is marked as won, the contract is created, and the job is seamlessly handed to Zentid Field Service for execution.
Business outcomes
As your business grows, a field service CRM helps manage increasing enquiries, quotations, follow-ups, and customer relationships with confidence.
Respond to every enquiry quickly with instant lead capture and assignment, helping your team engage prospects before competitors do.
Automated reminders keep every opportunity moving, reducing missed follow-ups and improving sales consistency across your team.
Track every quotation from delivery to approval, giving your team the insights needed to improve conversion rates over time.
Manage contracts, service history, and AMC renewals from one place to build lasting relationships and recurring revenue.
Explore how service businesses transformed daily operations and achieved measurable business outcomes.
""We finally have clear visibility into what's happening in the field, with proper updates and accountability after every job.""
""Everything flows smoothly now, from creating quotations to completing work orders and delivering professional service reports.""
""Scheduling technicians and tracking their progress has become much easier, helping us respond to customer requests much faster.""
""Field attendance hass become much more easier. We always know who's working, where they are, and when they checked-in and checked-out.""
""Customer complaints are assigned quickly, and our team completes and closes jobs much faster than before.""
Everything service businesses need to manage leads, quotations, customers, and recurring contracts from one platform.
Unlike generic CRM platforms, Zentid is built for service workflows, quotations, recurring contracts, and field operations.
Create, approve, track, and manage service quotations with tools designed specifically for service sales processes.
Access every quotation, job, contract, and customer interaction from a single connected profile to make better decisions.
An intuitive interface and familiar workflows help your sales team get started quickly with minimal training.
Manage leads, quotations, follow-ups, and customer relationships from any device,whether in the office or on-site.
Convert won opportunities into scheduled jobs without switching platforms, keeping sales and service teams connected.
Explore the products that help your business sell better, deliver faster, manage teams, and document every job, and all products together can create a connected workflow.
FIELD SERVICE
Manage scheduling, work orders, technician dispatch, AMC contracts, and invoicing from one connected platform.
Explore Field ServiceFIELD REPORT
Generate branded service reports with photos, signatures, checklists, and AI-assisted summaries before every job is closed.
Explore Field ReportFIELD WORKFORCE
Track attendance, technician locations, productivity, and workforce performance with complete visibility across your field teams.
Explore Field WorkforceComparison
Unlike spreadsheets, WhatsApp, or generic CRM software, Zentid CRM is built for real service business workflows.
| Feature | Spreadsheets | Generic CRM | Field Report | |
|---|---|---|---|---|
| Lead Tracking | Manual | |||
| Quotation Management | Manual | Partial | ||
| Follow-Up Reminders | ||||
| Customer History | Partial | Partial | ||
| Contract Tracking | Partial | |||
| Renewal Reminders | Partial | |||
| AMC Management | ||||
| Built for Service Businesses | ||||
| Mobile Access |
Field service CRM software is designed specifically for service businesses to manage enquiries, quotations, customer relationships, contracts, and follow-ups from one platform. It replaces spreadsheets, WhatsApp conversations, and disconnected customer records with a connected workflow.
Unlike generic CRM platforms, Zentid Field CRM is built for service businesses. It includes service quotation management, AMC contracts, customer service history, follow-up tracking, and seamless integration with field service operations on a single connected platform.
Yes. Zentid includes built-in service quoting software with professional templates, approval workflows, quotation tracking, version management, and digital customer acceptance, all from one platform.
Yes. Zentid helps with lead management for service businesses by automatically scheduling follow-up reminders, tracking sales activities, and notifying your team about overdue opportunities so no lead is forgotten.
Yes. Zentid includes AMC quotation software and contract management tools that help you create service agreements, track contract periods, manage renewals, and maintain complete customer contract history.
Once a quotation is approved and an opportunity is won, it automatically flows into Zentid Field Service. Your team can then schedule work, create work orders, dispatch technicians, and complete service delivery without duplicate data entry.
Yes. Zentid is built for service businesses of every size, from small local teams to large contracting companies. Whether you have a few employees or hundreds of field staff, the CRM scales with your sales process and customer growth.
Yes. Zentid CRM allows multiple salespeople and teams to collaborate on leads, quotations, and customer accounts. Role-based access, activity tracking, and shared customer records ensure everyone stays aligned without duplicating work or losing visibility.
Yes. Zentid CRM is accessible from smartphones, tablets, and desktop devices, allowing your team to manage leads, update opportunities, review customer information, and respond to enquiries whether they're in the office or on the move.
Everything you need to know about Zentid. Can't find the answer you're looking for? Feel free to contact us
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