Best Locksmith CRM (2023): Field Tested for SMBs

Without customers, you don’t have much of a locksmith business. 

Luckily, FieldPulse offers a robust client management solution to help you keep track of customer information, communication history, and job details.

Here’s how a new client card looks (with some sample data). 

Within each card, you can easily add and edit the following information:

• Status 
• Assigned user
• Account type
• Lead source
• Contact info
• Tags & notes
• Attachments
• Custom fields

FieldPulse also offers a duplicate customer checker within each card, ensuring you don’t accidentally create multiple profiles for the same customer.

Once you’ve added all your clients, you can easily segment and search for them (using various filters).

Here’s how the client dashboard looks.

You can also create and send professional-looking quotes and invoices directly to clients (while on the go).

This is especially helpful for on-site jobs where you need to quickly provide a quote or invoice.  

The bottom line: FieldPulse stands out from the competition with its client management capabilities, making it a top choice for locksmith businesses.