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Web Portals and CRM

 

A smooth and simple customer experience is made possible only through the use of a complex network of touch points between driver, installer network, and functional back-office. Our Web portal communicates with drivers and can be configured to coordinate with your “front office” Web site with custom processes, data fields, reports, and aesthetics. The steps below are flexible and fully customizable to meet your business’ particular needs.


Scheduling

Your customers utilize our driver-facing Web portal when they’re ready to schedule a home site assessment. Customers can use our on-line scheduler and get an appointment confirmation directly from a member of our Certified Installer Network.

e-Commerce

After the home site assessment is completed, the system generates a quote for the installation. The online quote can then be accepted and processed and the customer can now schedule an installation appointment.

Data Uploads

Throughout the entire consumer experience, we upload and update critical customer data. Service information is also logged so that each customer’s profile and history is tracked.



 
 
 

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