Account management software

Account customers. You might call them VIPs. After all, if you have them they are the clients that stick with you and provide the steady, regular income that keeps your business running. And if you don't have them - you jolly well need to get some! Flobot can help you with that.

Flobot is designed to look after not only individual customers but those important account customers who may have multiple properties and multiple sites. They are all very easy to find with Flobot's Google style search bar. Each client can have multiple sites which again can be assigned a name, a specific manager for that site and of course, multiple projects and orders.

With Flobot's flexible built in CRM, you can track your customer from enquiry to sale and finally payment - which of course, you can take directly into Flobot.

A proper CRM system helps you retain your best clients

Keeping your best customers happy will turn them into clients. Clients will stay with you for the long-term and so you need to look after them. One way to do that is to give them access to all the information they need about what you are doing for them. It's also a useful reminder of how much you are actually doing for them. You can do this by keeping nice records if their properties and sites and sharing that information with them. It makes your product 'sticky'. They won't want to go anywhere else!


Cataloging sites and assets

Wow, that sounds boring! And that's because it is. But if you do this for your client they are going to keep you around for a long time. Because your customer, for the most part, just wants to get on with what they do best, which most likely is not making long lists of assets and service records. They probably don't do a very good job of it and this information is old, not up to date, possibly in a Windows folder, maybe even lying at the bottom of a drawer somewhere.

Flobot has a whole module for clients, accounts, sites, assets and orders. Label the assets with your QR code and when you go back to scan it - the history of that asset appears on your app. So now your customer can throw out their old ledger and quill.

A thought experiment

Think about that and maybe a scenario like this. Your client has 20 locations, maybe they are a supermarket or a workspace company and you provide say, the servicing of equipment, the gas and plumbing maintenance or maybe even the flooring. By keeping a list of all their assets, when they were serviced, what parts were replaced by whom and when you have provided them with a very valuable service.

In newspeakcorpoaratetechnojargon you have 'added value' and you don't have to compete on price anymore (well not as much!) because you just take care of that side of the business for them. Golden!

Please see useless, no-imagination, business image on the right to capture the zeitgeist on that one.

Cheesy added value graphic

The Flobot client portal

The portal, what a wonderfully melodramatic word. Nevertheless, the client portal can be very useful. Giving your customer visibility of the service you are providing them can save you a lot of calls, emails and admin work.

Of course, you decide how much or how little to show them but you have the options to show them where the engineers allocated for their project are on a map, estimated time of arrival - Uber style, jobsheets for all previous jobs, images, invoices outstanding and paid. You can allow them to make appointment requests without calling or just post new orders directly into Flobot.

Help them take the first step into a larger World (yes, we know it's not the exact line but we wanted to get Luke Skywalker's X-wing helmet in there to make up for the last graphic).


Amazingly, some companies just don't want all the bells and whistles Flobot has to offer. Sometimes they are looking for a solid, reliable, no-frills central hub for all their client data. A well thought out, logical dataase structure for managing their current clients.

No problem. Flobot is modular so you can just plug the CRM system into your current set-up. Well, in fairness it might be a bit more complicated than that but that's what makes Flobot different. You do know we write bespoke code for our clients, didn't you? We have mentioned it before...

So, whatever wonky old piece of code you have running things at the moment, written in BBC Basic or COBOL or some other obsolete language running an old legacy system that can't be replaced or switched off, we'll have a go at interfacing it. We can link with anything, we'll take anything on! We'll even have a go at punch cards!


Create the portal and keep the customer informed

See the new customer portal. Whenever you create a new order for a customer, Flobot also creates a self-service account which they can access 24 hours a day from anywhere. Your client can see invoices and certificates and view live job updates, reducing calls into your office. Plus, now that you've captured their information you can send existing customers special offers and discounts - a very powerful marketing tool.

View your customers' account history

Whenever your customer books another job, you can easily link it to their existing account allowing them to benefit from account discounts and promotional offers, which you can create quickly from your company settings section. All of your customers' history is immediately available, including customer type, account spend, notes, order history and lots more. It's a great feature which allows you to let your customer know how much you appreciate their business.

Customer payments

Flobot lets you take credit and debit card payments straight from your customers, with all transactions being recorded and logged against the customer account - no chip and PIN machines to worry about and no forgetting who's paid what. Customers' card data can be securely stored against their account so you can quickly and easily take payment for future work. Flobot's secure 256 bit card data encryption and SSL connection means your customer's data is always kept safe.

Instant receipts and invoices

As soon as your customer's payment is processed a receipt and a customised 'thank you' email is issued. It's all about providing an end to end customer experience and provides you with another great marketing opportunity. Why not offer your customers an ongoing loyalty discount or promotional voucher? Flobot makes it really easy to do.

Know your customer

Flobot lets you keep a record of every exchange with a customer - every email, every telephone conversation, every transaction and every appointment. You can even book in reminders to give customers a call and help you drive the sales process forward. Flobot enables you to maximise revenue from your existing database.

Get a Flobot demo ( 20 minutes )

Flobot is simple to learn but why not save time? Find out it will work for you with a real-time demo. What are you waiting for?