Who is your customer?
Individual, company, student and guardian, vehicle owner, resident or service buyer — this shapes the CRM structure.
CONTACT & ONBOARDING
Start with how your business actually works — not with a checklist of modules to sell.
The right Service CRM setup depends on your customers, team, roles, service model, schedule, field work, finance and communication channels. Onboarding should start from the workflow.
ONBOARDING PREP
Four things that help us understand your workflow quickly.
What counts as “the work”?
Request, order, lesson, booking, field visit, repair, consultation or recurring service.
Who delivers it?
Dispatcher, driver, technician, teacher, specialist, crew, manager or several roles together.
What is the outcome?
Payment, completed stage, learned topic, closed repair, signed document, repeat booking or another measurable outcome.
WAYS TO START
Choose the path that matches where you are now.
Create Service CRM and start with the core setup.
Registration creates a separate company workspace. From there you define the business category, team and required workflow.
Create account ↗Prepare your data structure and migrate in stages.
Customers, team, services, active bookings/orders, financial balances and historical data have different importance. Migration should be planned rather than dumped in all at once.
- Identify sources
- Clean duplicates
- Move active workflow
Assess the industry pack and entities you need.
If your business does not fit a common category, that does not automatically mean it needs a separate CRM. We first map the workflow to the platform core.
Explore business models →WHAT TO PREPARE
The minimum set for a productive onboarding conversation.
✓Customer types
✓Services & pricing logic
✓Employee roles
✓Work stages
✓Schedule / shifts / field work
✓Payment methods
✓Required notifications
✓Current spreadsheets / CRM / data sources
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READY TO START?