Hubz.

Solution / Service businesses

CRM for service businesses and customer support

Keep the service relationship visible through customer history, quotes, daily tasks and support records.

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The challenge for your team.

In a service business, winning the sale is not the end of the work. Meetings, changing requirements, open requests and renewal conversations continue the relationship. When the information stays in separate teams, a gap can open between the customer’s answer and the work that actually needs to happen.

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A practical way to work.

  1. 01

    Understand the relationship

    Organize the contact and company context. Keep conversations and relevant opportunities with the records so the team understands the same relationship.

  2. 02

    Explain the offered service

    Prepare the service catalog and quote scope with Professional or Business. Manage contract drafts and revisions within the related commercial process.

  3. 03

    Plan the daily work

    Organize next actions through tasks, activities and calendars. Track a new customer request as a support ticket.

  4. 04

    Review reusable knowledge

    With Business, turn repeated solutions into knowledge-base articles. Review satisfaction and issued service credits through their own records.

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How it helps your team.

Less context to repeat at handover

Conversation and service context in a shared workspace can make internal handovers clearer.

Visible after-sales work

Support tickets and tasks help keep work after the sale on the team’s agenda.

Reusable solution knowledge

The Business knowledge base lets you turn frequently used explanations into shared articles.

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Modules behind this workflow.

01

Customer relationships

Keep contact details, company relationships and past conversations in one shared record.

02

Quotes and contracts

Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.

03

Tasks and Kanban

Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.

04

Calendar and appointments

Connect meetings, events and appropriately configured appointments to the team’s daily work.

05

Reports and visibility

Review sales, customer relationships, support, operations and data quality through your existing records.

06

Customer support

Manage support as a continuation of the customer relationship, adding knowledge-base, satisfaction and reward records with Business.

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Questions for your team.

01Do we need Business for customer support?

Basic support tickets and the customer portal are included in all plans. Expanded support operations with knowledge-base, satisfaction and reward records are part of Business.

02Do service credits automatically change billing?

Reward and credit tools manage records. Applying a credit to service or payment is handled separately; automatic accounting or collection is not promised.

03Can we coordinate calendars and customer conversations?

Calendars, tasks and activities support your working routine. Appointment and availability workflows require a user profile and relevant connections, with actual working hours established during setup.