Customer Relationship Management
(Chimney & Hearth CRM)
Our chimney and hearth CRM gives you the tools to create an exceptional customer service experience that will keep customers engaged.
Whether sales, construction or service, our chimney and hearth CRM connects all aspects of interaction that your company has with its customers. RB Retail & Service Solutions software offers mobile solutions in addition to online integrations with your website for selling online.
Customer Relationship Management
(Chimney & Hearth CRM)
Our chimney and hearth CRM gives you the tools to create an exceptional customer service experience that will keep customers engaged.
Whether sales, construction or service, our chimney and hearth CRM connects all aspects of interaction that your company has with its customers. RB Retail & Service Solutions software offers mobile solutions in addition to online integrations with your website for selling online.
Centralize your customer interactions in one place.
Customer Loyalty Reporting
- Make business decisions based on facts, not speculation!
- Track important customer information (i.e. purchase history) to determine which customers are loyal, which are at risk, and how to adjust your marketing and advertising accordingly.
Follow-Ups
- Create timely follow-ups with customers to strengthen relationships and track the sales process.
Integrations
- Mailchimp – a FREE email marketing online software that makes it easy to export lists and create effective email flyers.
- OpenStreetMap – directions to customers’ homes are automatically saved in the system and updated as needed, which will optimize daily routes for employees working in the field.
Communication
- Utilize the scheduler system, follow-up call tracking, and integrated internal communication tools to better meet the needs of both customers and employees.
Unlimited Customer Database
- Maintain a cleansed database with our chimney and hearth CRM.
- Build upon your mailing and email lists by tracking all sales and customers.
- Import new or purchased customer lists.
- Categorize customers through user-defined fields, and create targeted advertising campaigns.
Automatic Alerts
- Communicate information about customers to co-workers.
- Inform customers with outstanding balances, available in-store credit, open quotes, and open transactions (with RB Online Bill pay, they can conveniently pay invoices online).
- Attach pictures and files to specific customers and organize all of the customers’ unique equipment data and serial numbers in one place.
Centralize your customer interactions in one place.
Customer Loyalty Reporting
- Make business decisions based on facts, not speculation!
- Track important customer information (i.e. purchase history) to determine which customers are loyal, which are at risk, and how to adjust your marketing and advertising accordingly.
Follow-Ups
- Create timely follow-ups with customers to strengthen relationships and track the sales process.
Integrations
- Mailchimp – a FREE email marketing online software that makes it easy to export lists and create effective email flyers.
- OpenStreetMap – directions to customers’ homes are automatically saved in the system and updated as needed, which will optimize daily routes for employees working in the field.
Communication
- Utilize the scheduler system, follow-up call tracking, and integrated internal communication tools to better meet the needs of both customers and employees.
Unlimited Customer Database
- Maintain a cleansed database with our chimney and hearth CRM.
- Build upon your mailing and email lists by tracking all sales and customers.
- Import new or purchased customer lists.
- Categorize customers through user-defined fields, and create targeted advertising campaigns.
Automatic Alerts
- Communicate information about customers to co-workers.
- Inform customers with outstanding balances, available in-store credit, open quotes, and open transactions (with RB Online Bill pay, they can conveniently pay invoices online).
- Attach pictures and files to specific customers and organize all of the customers’ unique equipment data and serial numbers in one place.
Learn more about our POS software for your chimney & hearth business
22 things to know about our POS software
Get answers to the most commonly asked questions from new buyers. If you don’t see what you’re looking for, contact us!
22 things to know about our POS software
Get answers to the most commonly asked questions from new buyers. If you don’t see what you’re looking for, contact us!
