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The Solution to Hands-Off Home Service Technology

How The CRM Works

The key to a successful CRM is having one built around your needs and making it completely automated.

How The CRM Works

The key to a successful CRM is having one built around your needs and making it completely automated.



Step 1

Generate Leads

Leads from your website and advertising go directly into your FlexOpportunities with instant notifications.

Step 2

Follow-Up

We setup your leads on automated drip emails, texts, and tasks.

Step 3

Make Connections

Our AI bot will respond to incoming messages, work towards building meaningful relationships and book appointments for you while you are working.

Step 4

Close Deals

Use the FlexOpportunities to organize your relationships and help you close more deals.

Turn Missed Calls Into New Customers

Automatically text your missed calls. Take advantage of the only channel with a 98% open rate. Get immediate responses and measurable results.

Turn Missed Calls Into New Customers

Automatically text your missed calls. Take advantage of the only channel with a 98% open rate. Get immediate responses and measurable results.

Custom Website

A personalized website built just for you.

FlexOpportunities

Manage and maintain client relations.

UnitedChats

AI client qualification via SMS & Email.

Mobile App

7-in-1 Communication, CRM and Invoicing.

Custom Website

A personalized website built just for you.

Opportunities

Manage and maintain client relations.

Conversations

AI client qualification via SMS & Email.

Mobile App

7-in-1 Communication, CRM and Invoicing.

FAQs

Here are answers to the most popular questions we get about our Smart CRM from home service professionals:

Can I import my existing leads?

ClientSwing will import all of your existing clients into your new CRM for you. Additionally, we offer an import wizard that enables you to accomplish this on your own.

Can I automatically route FB / IG / Google / other leads into my CRM?

We can import leads into your system automatically if the lead source provides an API.

If you are unsure about the API status of your lead source, please contact us and we will assist you in obtaining that information. The majority of advertising networks, including Facebook, Google, and LinkedIn, as well as all major home service technology platforms, provide APIs.

Do you provide bulk email services?

Yes, you will be able to send bulk emails to your current clients, but at the same you must know that this product is not meant for mass emailing to users who are not prepared to receive emails from you.

We advocate sending bulk emails solely to clients who have indicated an interest in receiving periodic updates from you. It is your duty to comply with the CAN-SPAM Act when using our product.

Can I make calls through the CRM?

Yes, you can. ClientSwing features a dialer integrated within the CRM. All client calls are automatically recorded for you that you can download and/or delete.

What texting features are available?

You can text the customers directly and also use our CRM's drip email system.

Our mass messaging capabilities enable you to send text messages via our CRM.

When a client replies to a text message, you will receive a notification with the opportunity to respond.

How does the automated drip email system work?

Drip marketing is a communication strategy that sends, or "drips," a pre-written set of messages to customers or prospects over time.

These messages often take the form of email marketing, although we also have to ability to drip text messages as well.

You can start and stop drip campaigns for each of your customers based on their unique characteristics, such as whether they are buying or selling.

Additionally, we offer new features that enable you to automatically apply drip campaigns based on a user's behavior.

How is client data tracked in the CRM?

ClientSwing utilizes HTTP cookies to provide a more personalized and convenient online experience for your clients. ClientSwing uses cookies to recognize its visitors and to keep track of the pages they visit.

This data is then used to present you with a bird's-eye view of your visitors’ intentions. We can track all page visits, best performing pages, lead captures, and more.

Really... footer? Let's set up your fully automated marketing system with a custom website instead. :)

ClientSwing | Copyright © 2022 | All Rights Reserved

ClientSwing | Copyright © 2022 | All Rights Reserved