Build lasting customer relationships with seamless contact management
Effortlessly manage individual customer relationships by centralizing critical customer details, tracking personalized insights, and providing exceptional customer experiences—all from a single platform.
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- Consolidate contact information in a single platform
- Custom dashboards designed for each customer
- Automate tax handling & regional tax compliance
- Manage multiple customer addresses
- Track services, invoices, and appointments automatically
- Get the contact's complete history
Why do you need contact management?
Staying on top of customer relationships is crucial for any service business. Zoho FSM’s contact management helps you streamline this by centralizing all customer data—contact details, service histories, and preferences. Plus, each customer has a dedicated dashboard, making it easy to track their service history, outstanding requests, and any upcoming appointments. With all this information at your fingertips, your team can respond faster and deliver a more personalized service, every time.
All-in-one hub for customer information
If you're a service business catering to individual customers, contact management is your one-stop platform where you can store all relevant customer data—everything from contact details and service preferences to notes and even special instructions for field agents. Having all this information in one place allows your team to deliver the best possible service for your customer.
Personalized dashboards for every customer
Each customer’s dashboard is customized to provide a comprehensive view of their service history, unpaid invoices, scheduled appointments, and generated revenue. This tailored dashboard ensures that no service falls through the cracks, improving both service delivery and the overall customer experience.
Manage multiple customer addresses with ease
Zoho FSM allows you to effortlessly handle individual customers with multiple service locations. You can assign specific addresses to work orders and even designate one as a billing address, making service delivery smoother and more organized.
Complete customer history at your fingertips
Zoho FSM tracks every activity associated with each customer and their service appointments, presenting them in chronological order. This ensures that you have the full context when making important decisions. Based on your service history, you can even suggest proactive maintenance plans for your customers.
Automated tax management
Handle taxes with ease for each contact. Zoho FSM allows you to add tax information specific to each customer, supporting tax laws based on your region. This ensures your transactions remain compliant without any extra effort.
