Name: ServeCircle
Price: 20 USD
Author: ServeCircle Solutions

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Continuous Integration

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Demand Planning

Emissions Management

Knowledge Management

Online Notary

Payment Facilitation

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

App Development

Cloud Storage

Data Center Backup

Data Center Networking

Data Center Outsourcing (Canada)

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Enterprise Printing

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Mobile Data Security

Network Performance Monitoring

Secure Access Control

Service Virtualization

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Creative Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Predictive Sales Analytics

Sales Consulting

Sales Dialer

Sales Incentive Compensation Management

Sales Training

Sales

Virtualization Security

Security

Financial Services CRM

Hospital Management

Medical Office EMR & EHR

Revenue Cycle Management (RCM)

Shipping

eDiscovery

Vertical-Specific

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ServeCircle is a software solution designed specifically for businesses in the sales, services, and repairs industry. It offers a range of features to efficiently manage operations, from job sheet creation and service management to inventory control and billing. ServeCircle is targeted at small to medium-sized businesses, including service centers, repair shops, AMC (Annual Maintenance Contract) businesses, sales businesses, and inventory management businesses.

## Key Features

**All In One Platform**: ServeCircle provides a comprehensive services and repairs business operations management solution. It allows users to create job sheets, manage services, and generate invoices, aiming to simplify and streamline various aspects of the business.

**Unlimited branches and users**: ServeCircle offers the ability to set up multiple branches and create unlimited users with just a single license. The vendor claims that this feature is particularly beneficial for businesses with multiple branches or those looking to offer franchise opportunities.

**Mobile app**: ServeCircle provides a mobile application that allows managers, technicians, and front desk executives to complete assigned tasks and stay updated with real-time information. The vendor states that this feature enables users to stay connected to their business on the go.

**Carry In, Onsite & Pickup options**: ServeCircle offers three service options to cater to different customer needs. Carry In Services cover job sheet generation, initial inspection, service, and billing for customers who visit the service center. Onsite Services handle request generation, technician assignment, inspection, service, and billing for services provided at the customer's location. Pickup Services manage request generation, pickup assignment, product receipt, inspection, service, billing, and delivery for pickup-delivery repair services.

**SMS & Email Updates**: According to the vendor, ServeCircle allows users to keep customers informed with proactive status updates through SMS and email. Users can send job sheet creation, service completion, and delivery confirmation messages and emails, aiming to minimize paper transactions.

**Reports**: ServeCircle offers comprehensive reporting features to provide insights into the business. Users can generate service reports, billing reports, collection reports, and more to understand, manage, and enhance business growth, according to the vendor.

**Integrated Inventory**: ServeCircle seamlessly integrates services with inventory management, allowing users to keep track of spare parts usage in each repair. The vendor claims that users can also sell products from their inventory and maintain a complete history of each sale.

**Stock management**: ServeCircle provides stock management features to efficiently handle inventory. Users can define products and variants, categorize and subcategorize them systematically, and easily manage stock inwards, corrections, damages, and inter-branch transfers, according to the vendor.

**Batch segregation**: According to the vendor, ServeCircle allows users to maintain different batches and prices for single product variants. This feature enables users to pick and choose specific batches during sales or services, aiming to ensure accurate tracking and management.

**Stock transfers**: ServeCircle offers a stock transfer functionality that allows users to transfer stocks between multiple branches with ease. According to the vendor, this feature simplifies the process and ensures efficient inventory management.

Easy to use and clear record-keeping capabilities: Several users have found ServeCircle to be easy to use and have appreciated its clear record-keeping capabilities. They have mentioned that the software allows them to easily manage their service tasks and keep track of important information without any confusion or complexity.

Valuable mobile phone apps for service engineers: Many reviewers have highlighted the value of ServeCircle's mobile phone apps, which allow service engineers to access and work on tasks conveniently. This feature has been praised for enabling engineers to stay connected and productive while on the go, improving overall efficiency in handling service operations.

Instant SMS and email alerts: The instant SMS and email alerts provided by ServeCircle have been highly appreciated by users. These notifications keep customers well-informed about important updates such as registration, work completion, and job delivery. Users have noted that this feature enhances communication with customers, ensuring a smooth and transparent experience throughout the service process.

Limited Offline Access: Some users have expressed frustration with the software's dependency on an internet connection, stating that it can be difficult to access data when the internet is down. 

Lack of User-Friendly Inventory Section: Several reviewers have found the Inventory section of the software to be not user-friendly, indicating that it may require improvements in terms of ease of use and navigation.

Missing Field for Rack Number: A common concern raised by users is the absence of a field for entering the rack number where a product for repair is placed. This feature would enhance the software's functionality and improve usability for managing inventory efficiently.

ServeCircle has proven to be a valuable tool for service engineers and technicians, providing them with clear instructions on the tasks they need to perform through their mobile apps. Users have appreciated how this software has significantly reduced management costs and saved time by enabling engineers and technicians to arrive at the office fully prepared for their day's work. With ServeCircle, service professionals are able to access all the necessary information and instructions on their mobile devices, eliminating the need for manual communication or searching for physical job sheets.

One of the standout use cases of ServeCircle is its contribution to overall customer satisfaction. By systematically acknowledging the receipt of support service calls and providing regular updates, this software helps keep customers informed and reassured throughout the service process. In addition, ServeCircle excels in converting manually typed job sheets into a proper format with detailed information about problems and repair costs. This organized documentation impresses customers and enhances their trust in the quality of service provided.

Another valuable feature of ServeCircle is its invoice tracking functionality. Users find it easy to keep track of invoices using this software, ensuring that no payments slip through the cracks or fall into disarray. By providing a streamlined system for invoice management, ServeCircle helps users maintain accurate financial records and ensures that every transaction is accounted for.

Overall, ServeCircle offers a range of practical use cases that have proven to be beneficial for service engineers, technicians, and their customers alike. From providing clear task instructions on mobile devices, improving communication with customers through regular updates, organizing job sheet documentation, to simplifying invoice tracking, ServeCircle has become an essential tool that streamlines processes and enhances efficiency in the field service industry.

Basic

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

ServeCircle

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

ServeCircle Solutions

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

ServeCircle

Overview

What is ServeCircle?