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What is a Service in CoCRM? How is it Used?
March 05, 2025
CoCRM
Entrepreneurs
CRM
CRM software with service management modules provide significant advantages by enhancing customer relationships and operations.
In today’s business world, the service industry is growing rapidly, and businesses must effectively manage the services they offer. CRM software with service management modules provide significant advantages by enhancing customer relationships and operations. This is where CoCRM’s service management module comes into play, helping businesses organize, track, and optimize the services they offer with ease.
In this article, we will answer questions such as what a service is in CoCRM, how to create and manage it.
What is a Service?
A service is an activity provided to meet customer needs that does not involve a physical product. Examples include consulting, technical support, software services, maintenance and repair, and training. Businesses use CRM systems to systematically track, bill, and analyze the services they provide.
In CoCRM, a service allows businesses to record, organize, and analyze any type of service offered to customers within the system. This way, businesses can manage customer requests more effectively and optimize their service processes.
How to Create a Service in CoCRM?
Adding a new service in CoCRM is quite simple. Follow these steps to add and manage services tailored to your business:
- Log in to CoCRM and click on the "Services" module in the left menu.
- Click the "Create New Service" button.
- In the form that opens, enter details such as the service name, description, pricing information, and category selection.
- Specify whether the service is time-based or one-time.
- If the service requires specific stock or resource management, you can add this information to ensure more accurate tracking.
- Click "Save" to add the service to your system.
Once these steps are complete, the service will be listed in your CoCRM system and can be used in customer relationship processes.
How to Track Services?
CoCRM offers an advanced interface for tracking the services you provide. To track your existing services, follow these steps:
- Service List: Access the Services module to view all the services you’ve created and their details.
- Service Status: The current status of each service (active, completed, on hold, etc.) can be viewed in the system.
- Billing and Payments: Billing for the services provided can be easily managed through CoCRM.
- Customer Service History: You can view which services have been provided to a specific customer, when they were provided, and the payment status.
- Reporting and Analysis: Use CoCRM’s detailed reporting tools to track the performance of your services and analyze which services are in higher demand.
Categorizing Services
CoCRM allows you to categorize the services you offer, creating a more organized structure. For example:
- Consulting Services
- Technical Support Services
- Training Services
- Maintenance and Repair Services
After creating these categories, you can add each new service to the relevant category, making searches easier.
How to Add and Update Services?
Updating your services in CoCRM is simple. To modify an existing service’s details:
- Go to the Services module.
- Select the service you want to update.
- Click the "Edit" button to make necessary changes.
- Save the updated information to complete the changes.
These steps ensure that your services are always managed with the most current and accurate information.
Conclusion
CoCRM is a powerful CRM solution that enables businesses to manage the services they offer more efficiently. With the service module, you can create new services, track existing services, manage billing, and improve your service quality through detailed reporting.
If you want to make service management easier and more efficient with CoCRM, start using the service module today. For more information and support, feel free to contact the CoCRM support team!
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