A CRM that fits your process
Fields, stages, and workflows are configured around how your business actually works, not around a rigid template you have to fight.
CRM Platforms
Your customer data, finally in one place.
PCS Pro deploys and customizes a CRM built on the CRMBOOST platform, so leads, jobs, invoices, and follow-up stop living in spreadsheets, text messages, and someone's memory.
What you get
Built for the way your business actually runs
Pipeline you can trust
Every lead, quote, and open job sits in one view, so you know what is pending, who owns it, and what is due this week.
Automated follow-up
Email drip campaigns keep past customers coming back, and new leads get a response even when nobody has time to type one.
Service tickets and dispatching
Requests become tickets automatically, get assigned to the right person, and close with a follow-up survey.
Business intelligence
Dashboards bring sales, service, and customer history together so the right number reaches you before the meeting, not after.
Mobile apps for the field
iOS and Android apps built on the same platform let drivers, techs, and reps update records from the job site.
Included
What PCS Pro handles
Commonly configured for wholesale and distribution, retail, and healthcare teams that track every customer interaction.
Contact and lead management
Sales pipeline and stages
Quote and invoice history
Email drip marketing campaigns
Auto-generated support tickets
Dispatching and job assignment
Follow-up surveys
Business intelligence dashboards
iOS and Android mobile apps
User roles and permissions
Data import from spreadsheets
Ongoing customization and support
How it works
From first call to finished work
01
Map your workflow
We document how a customer moves from first call to finished job, and where information gets lost today.
02
Configure the CRM
PCS Pro builds the fields, stages, automations, and dashboards your team will use every day.
03
Import and train
We bring your existing contacts in, train your staff, and adjust the system as the first weeks reveal what is missing.
PCS Pro cloud
Your team
Secure access
Private servers
Protected
Delivered with
CRMBOOST
CRMBOOST is a friendly partner company building custom CRM platforms, mobile app development, and email drip marketing since 2004. PCS Pro handles the local deployment, data import, training, and ongoing adjustments.
Ready when you are
Tell us what you need and we will walk the site, quote the work, and set it up for you.