top of page

Client Relationship Management (CRM)

CRM, or Customer Relationship Management, refers to the strategies, processes, and technologies that businesses use to manage and analyze customer interactions and data throughout the customer lifecycle. The primary goal of SWITH360's CRM suite is to improve customer retention and drive business growth by better understanding customer needs, preferences, and behaviors. Our CRM suite includes tools for sales, marketing, and customer service, allowing businesses to track customer interactions, manage leads, and provide personalized customer support. The best part is, the whole process is automated, so you are able to spend more time on the job while our suite and automations handle all of the aforementioned items. By leveraging CRM, businesses can create more effective and efficient customer engagement strategies, leading to better customer satisfaction and long-term success.

How Does It Work?



Sign up: We have a brief online meeting to set up the CRM software and give you a walk through of the software

Connecting: We then connect the software to your booking and job management system to begin the automations 

We've got the rest covered.

The following phases consist of setting up the automations within our CRM suite.


1. We configure the software to set up automatic text messages to customers after they book, confirming the details of their appointment and provide any necessary information.

2. We customize the follow-up messages that will be sent to customers after the job is completed, including the request to leave a Google review.

3. We set up the missed call feature, so that customers who call while you're unavailable will receive an automatic text letting them know that the business will follow up as soon as possible.


4. Then, we use the software to manage and track customer interactions and reviews. This data is used to ensure that your customers are always satisfied

5. We continuously review and adjust the automated messaging to optimize customer engagement and feedback.

What's Included? 

24/7 Support

We are committed to providing the best possible customer service to our clients, which is why we offer 24/7 customer care. This ensures that you are able to get help and assistance whenever you need it, day or night, so you can resolve your issues quickly and efficiently.

Analytics Reports

We provide marketing analytics reports to help you understand the effectiveness of your marketing efforts. These reports include data on key performance indicators such as website traffic, conversions, and customer engagement, and can be customized to meet your specific needs.

Tailored Pricing

We offer tailored pricing to your business in order to provide you with the most cost-effective solution for your needs. This means that you are able to work with a dedicated account manager to develop a pricing plan that is tailored to your specific budget and marketing objectives.

Let's Talk.

Want to learn more about how we can help you grow your business?

Schedule a free marketing consultation now!

bottom of page