CRM Runner

CRM Runner

CRM RUNNER
YourTradeBase

YourTradeBase

Forty Two
+
+

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About

Growing businesses face the challenges of tracking leads, task scheduling, monitoring, and other day-to-day activities. CRM Runner is your one-stop solution for field service and office management. Make impressively designed quotes with that cutting edge difference for a first impression, collect payment through emails and send recurring invoices if needed. Completely integrate your existing business email system into CRM Runner. It will help you to keep all your work on one screen and ease your day-to-day operations. Set up IVR, voicemail messages, buy local and toll-free numbers from around the world, view your call history, call hands free to any client, send mass SMS to your clients and stay up to date with contacts all from our system. Keep track of an employee’s work performance and timeclock, employees can clock in from the app and we even integrated a selfie feature to confirm the employee identity.

About

Run every job like clockwork and keep everything on track. Save time, take control and make everyone happy with smart scheduling, messaging and job sheets. So make life easier with tools made for trades, and keep your customers coming back for more. Schedule work fast and confirm in a flash. Get jobs booked in better with online scheduling, customer messaging and easy ways to keep everyone in the loop. Make managing teams a total breeze. Take charge of your teams with super-clear calendars, need-to-know notes and daily tasks that make teamwork a doddle. Track jobs and tasks so you know where you’re at. Manage multiple projects with job sheets and pipelines that help you run things like clockwork, day in, day out. Hold every job in the palm of your hand. Find every quote, note and task in a flash with on-your-phone job files that make managing work a million times easier.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses seeking a CRM solution to manage all their operations and processes

Audience

Trade and field service businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$15 per month
Free Version
Free Trial

Pricing

$31 per month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CRM RUNNER
Founded: 2017
United States
crmrunner.com

Company Information

Forty Two
Founded: 2009
United Kingdom
www.yourtradebase.com

Alternatives

Road Runner

Road Runner

Cave Creek Software

Alternatives

BlinQ

BlinQ

BlinQ Software
Jobber

Jobber

Jobber Software
GeoOp

GeoOp

Geo

Categories

Categories

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Electrical Estimating Features

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

Plumbing Estimating Features

Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

QuickBooks Online
Stripe
Xero

Integrations

QuickBooks Online
Stripe
Xero
Claim CRM Runner and update features and information
Claim CRM Runner and update features and information
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