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CRM

Pick up the phone knowing the customer

Ritmas keeps accounts, contacts, and service locations in one place, each with the full history of every job, estimate, invoice, and note, so whoever answers the phone already knows exactly who they are talking to.

One Organized Place

Accounts, contacts, and locations together

Every customer, the people you deal with there, and each property you service live in one place, instead of scattered across a phone, a notebook, and a memory that fades.

  • See every contact and property tied to an account at a glance
  • Reach the right person without hunting through old texts
  • Add accounts and locations as fast as the phone rings
The Full Timeline

Every job and invoice, in one timeline

Open any customer and the whole relationship is right there: every estimate sent, job run, invoice billed, payment taken, and note logged, in order, so nobody has to ask around to reconstruct what happened.

  • See what was quoted, done, and billed without chasing anyone
  • Notes and attachments stay on the record, not in a lost thread
  • Pick up any conversation exactly where the last one left off
Every Call Starts Informed

Know the customer before you say hello

Because the history follows the customer, the next visit starts with the full picture instead of a cold start, and you can spot who is due for service or has an estimate still open before you ever reach out.

  • The next visit starts with the full picture, not a blank slate
  • Spot customers due for service and estimates still open
  • Custom fields capture what your business tracks, your way

Know every customer before you pick up

or book a call

See why business is better with Ritmas

Scheduling and dispatchBuild the day on a calendar and a map.Work orders and visitsThe job and every visit, in one record.Estimates and approvalsGood, better, best, approved from a link.Invoicing and paymentsBill from the job and get paid on the spot.Route optimizationCut drive time and fit in more jobs.Reporting and analyticsSee revenue, margin, and what is working.Mobile appEverything the tech needs, on their phone.Online bookingLet customers book themselves, day or night.AI consultantAsk your business anything, get answers.
FAQ

CRM questions

The short answers. Reach out any time if you want to dig into the details.

Does Ritmas include a CRM?

Yes. Accounts, contacts, and service locations live in Ritmas with the full history of what was quoted, scheduled, done, and billed at each one.

Can I track equipment at a property?

Yes. You track the equipment installed at each service location and its history, so techs arrive with the full picture.

Can I add my own fields?

Yes. Custom fields let you capture the information your business tracks, so the record matches how you work.

Keep reading

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