14-day trial. Starter is CRM and accounting. Field service starts on Professional. AI is Enterprise only. Checkout is not connected.
Serviqoo

Starter

CRM

Included from Starter

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Starter and every higher package include CRM. The customer file holds contacts, addresses and the quotations and invoices raised for that customer. Notes stay on the record so the next person in the tenant can continue the work.

  • Customer, contact and address records
  • Quotations and invoices on the same customer
  • Search limited to this tenant
  • Limits: 500 customers on Starter, 3,000 on Professional, 10,000 on Business, unlimited on Enterprise

How it looks in Serviqoo

Serviqoo · CRM & customers
Serviqoo CRM & customers screen

Stored customers, segments, and open balances. No risk score is calculated.