Service Hub CRM offers tools for lead tracking, sales automation, and team collaboration across the customer journey. The interface can feel outdated compared to newer platforms. However, its built-in modules for marketing, sales, and service make it a solid option for small to mid-sized businesses.
Service Hub CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Service Hub CRM?
Service Hub CRM is a cloud-based platform designed to help businesses streamline their sales, marketing, and service processes. It primarily caters to small and mid-sized enterprises across various industries, offering an integrated solution for managing customer interactions and internal workflows. The software aims to reduce inefficiencies caused by disconnected systems, poor communication, and manual data entry. With tools to unify teams and centralize customer information, Service Hub CRM supports better decision-making and smoother operations.
Service Hub CRM Pricing
Service Hub CRM Integrations
Who Is Service Hub CRM For?
The platform is suitable for small and medium-sized organizations and is widely used by the furniture and bedding industry.
Is Service Hub CRM Right For You?
Service Hub CRM is a good option for businesses because it improves team coordination, speeds up customer response times, and reduces manual tasks. It helps maintain consistent communication, centralizes client data, and streamlines workflows. Businesses benefit from better decision-making, stronger customer relationships, and more organized operations, making it easier to manage sales, marketing, and service in one place. It is also scalable and secure, being PCI-compliant.
Still not sure if Service Hub CRM is right for you? Our support staff is available at (661) 384-7070 to help you make the best decision.
Service Hub CRM Features
This feature enables users to create, assign, and monitor work orders from a single platform. It streamlines field operations, improves visibility, and ensures timely job completion by keeping all work order details organized and accessible for both office and field teams.
The software enables users to manage parts inventory, place orders, and track usage in real time. This feature helps reduce delays, avoid stock shortages, and maintain accurate records of parts used across jobs, improving both efficiency and operational planning.
Users can schedule jobs and dispatch technicians with ease using this feature. It supports real-time updates, route optimization, and technician availability tracking, ensuring timely service delivery and improved coordination between field workers and office teams.
Service Hub CRM features customizable reporting tools to track performance, job status, and operational trends. Users can generate reports tailored to their needs, offering deeper insights into business metrics and enabling more informed decision-making across departments.
The software simplifies billing by generating detailed invoices linked to completed jobs. This feature supports chargeback tracking, ensures accurate client billing, and helps businesses maintain financial transparency while reducing errors and administrative overhead in the invoicing process.