Great CRM for streamlining field service management
Use Cases and Deployment Scope
Great CRM for streamlining our entire business. We are a SME and have been using Simpro since 2018 to manage everything we do. It is easy to navigate and has amazing automation features which has helped reduce manual work and improve productivity. The integration with our accounts package is seamless making reconciliations very easy. Overall Simpro has made a significant impact on our business management and I would recommend it to any business looking for a user friendly CRM.
Pros
- Reporting
- Scheduling
- Operational efficiency
Cons
- Expand integrations with other software
- More flexibility around report customisation
- Better understanding of BI Reporting
Likelihood to Recommend
Simpro is well suited for job and team management, tracking inventory and the workflow is very logical. The mobile app for our field technicians works very well to clock on and off and then being in a position to report to a customer based on factual information has made invoicing a breeze! Reporting can be a bit frustrating especially on materials used on different cost centre numbers as you can only specify a job number, but not a cost centre number.
