Work that lasts months does not fit into one task. The file gathers the jobs, the jobs their progress reports, and everything stays attached to the customer and to the documents concerning them.
File, job and progress report: each with its own code, status, priority, deadline and assignees.
Attachments sit at the level that concerns them, with type, status, validity and expiry, and turn up in the document search.
A job can concern a different company from the one on the file: it happens, and it is catered for.
Activities born from a job stay tied to it, and time spent is measured on the phases.
One search runs across attachments of companies, contacts, files, jobs, progress reports and generated documents.
A video from the Coyote CRM demo series, recorded on real data.
Engineering practices, maintenance firms, installers and offices working to order, who must be able to tell the customer at any moment how far along things are.
An activity is a task with a date; a file is the container of a long piece of work, holding jobs, documents, activities and progress reports.
A customer record is not a list of names: it is where you understand, in ten seconds, who that customer is, who speaks …
Real work is never one single task: it is a job that passes through different people, with different timings. Coyote CR…
Writing to a customer and then losing track of that message is the easiest way to lose the relationship. Here e-mail li…
Customers write on WhatsApp, there is no arguing with that. The point is that those conversations should not stay on on…
The phone rings and you already know who it is, what they asked last time and what jobs are open. That is what the Clou…
The quote is the document that decides a deal, and too often it starts life as a file copied from the last customer — s…
Knowing who is in the office and which room is free sounds like a detail, until you lose half an hour finding out. Two …
A badly filed document is a lost document. Coyote CRM ties it to a record or a job, gives it a type, a validity and an …
Your business software knows how much a customer has bought; the CRM knows what we have told them. Apart, each is only …
People working away from the office do not open a laptop to log a visit. The Coyote CRM mobile area runs in the phone's…
Half an hour of demonstration, with your own company records and documents. No commitment.