INFOGRAPHIC: Top Customer Management Programs

In today’s fast-paced, high-tech business world, the old school address book is getting left behind. Managing business operations on pen and paper just isn’t practical anymore. Numerous customer management programs now exist that make it easy to log and access information related to sales, marketing, billing and more.

Standard customer management programs, which are focused primarily on sales and marketing, may not be appealing or have high value to PROs. However, there are industry-specific options that include some standard customer management features along with features geared toward business operations like routing and inventory management.

This infographic provides an overview of some of the top customer management programs. It includes programs that are industry-specific, along with a few of the most well-known programs that serve all industries. We encourage you to research your options thoroughly, as technology is always changing. Don’t commit to a customer management program until you are confident it will serve your needs now and into the future.

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Top Customer Management Programs

Route Optix

http://www.routeoptix.com/

Specific to Portable Sanitation or Service Industries? Yes

Pricing: Contact Route Optix for Pricing

Features:

• Customer Service
• Visual Dispatch
• Billing System
• Reporting
• Mapped Service Analysis

Ritam

http://www.ritam.com/portable_restroom_rental_software

Specific to Portable Sanitation or Service Industries? Yes

Pricing: Packages start at $57/month or $797 one-time fee

Features:

• Automatic Billing & Credit Card Processing
• Route Management
• Flexible Service Schedules
• Route Profitability Reporting
• Inventory Barcode Scanning

Automated Rental Management

https://www.armsoftware.com/industries/portable-toilet/

Specific to Portable Sanitation or Service Industries? Yes

Pricing: Contact Automated Rental Management for pricing

Features:

• Financial Management
• Inventory Management
• Business Intelligence
• Equipment Maintenance
• Advanced Delivery Routing

CRO Software Solutions

https://crosoftwaresolutions.com/

Specific to Portable Sanitation or Service Industries? Yes

Pricing: Contact CRO Software Solutions for pricing

Features:

• Dispatching
• Routing
• Billing
• Drivers App
• Customer Portal

AMCS

https://us.amcsgroup.com/industries/portable-toilets/

Specific to Portable Sanitation or Service Industries? Yes

Pricing: Contact AMCS for pricing

Features:

• Billing
• Customer Portal
• Real-time Route & Service Information
• Inventory Management
• Equipment Maintenance

Kickserv

https://www.kickserv.com/

Specific to Portable Sanitation or Service Industries? Yes

Pricing: Packages start at $79/month

Features:

• GPS Check-ins
• Marketing & Online Booking
• Customer Tracking
• Invoicing & Online Payments
• Detailed Reporting

ServiceCore

https://www.servicecore.com

Specific to Portable Sanitation or Service Industries? Yes

Pricing: Contact for Pricing

Features:

• Scheduling & Route Optimization
• Inventory Management
• Billing & Credit Card Processing
• Customer Management
• Mobile App for Drivers (with Offline Mode)
• QuickBooks Integration
• Cross-Functional Reporting

HubSpot

https://www.hubspot.com/products/crm

Specific to Portable Sanitation or Service Industries? No

Pricing: Free

Features:

• Multichannel Integration
• Lead Management
• Sales & Marketing Automation
• Customer Support
• Reporting & Analytics

Zoho

https://www.zoho.com/crm/

Specific to Portable Sanitation or Service Industries? No

Pricing: Packages start at $12/user/month

Features

• Multichannel Marketing Integration
• Sales & Marketing Automation
• Lead Management
• Process Management
• Reporting

Salesforce

https://www.salesforce.com/hub/crm/

Specific to Portable Sanitation or Service Industries? No

Pricing: Packages start at $25/user/month

Features:

• Contact Management
• Forecasting
• Marketing & Sales Leads
• Workflows
• Analytics

Insightly

https://www.insightly.com/

Specific to Portable Sanitation or Service Industries? No

Pricing: Packages start at $29/user/month

Features:

• Contact Management
• Email Tracking
• Opportunity Tracking
• Project Management
• Reporting