Know Every Customer, Every Time
The fastest shops recognize repeat visitors before they finish their sentence. ServiceBookCRM gives your team that superpower at every branch.
360° VIEW
Four lenses into the same relationship
Profile
GSTIN, billing and service addresses, preferred language, and consent flags live beside contact channels — so invoices and WhatsApp templates stay accurate without retyping.
Ticket History
Chronological list of every device, complaint, resolution, and revisit — filterable by branch, category, or warranty status for quick context before you answer the phone.
Payments
Quotes, invoices, partial payments, and refunds in one ledger view. Finance sees what the front desk promised and what actually hit the bank.
Communication Log
Outbound WhatsApp, email, and in-app messages with delivery receipts. Know exactly what the customer was told — and when — before approving a goodwill repair.
Search & deduplication
Type a phone number, email, or serial number and land on the right profile instantly. When two records slip through, merge them with a guided wizard that preserves ticket history and billing integrity.
- Fuzzy matching on names and numbers with supervisor approval
- Bulk import validation before records go live
- Audit entries whenever merges or field changes occur
Riya Mehta
+91 98765 43210 · 6 tickets · Mumbai Central
Privacy & multi-branch access
Customer records respect the same tenant boundary as tickets. Branch staff see profiles relevant to their location; corporate teams roll up activity company-wide. Sensitive fields such as pricing agreements can be restricted to managers only — enforced at the API layer, not just hidden in the UI.
Consent tracking
Capture opt-in for WhatsApp and promotional SMS with timestamp and staff member.
Branch scoping
Service history follows the customer even when they visit a different branch next time.
Field-level rules
Hide margin, credit limits, or VIP flags from junior roles automatically.
Stop re-asking for the same details
Give every counter executive the full story in under three seconds.