Close Faster. Market Smarter. Serve Better.
i4T CRM brings leads, customer relationships, sales pipelines and marketing workflows together in one platform, helping maintenance service businesses turn more opportunities into customers and build stronger relationships.
CRM Built for Maintenance Service Businesses
Capture leads, manage sales opportunities, automate customer communication and keep every relationship organised in one place.
i4T CRM gives your team greater visibility across the customer journey, helping you manage opportunities from the first enquiry through sales, service and after-sales follow-up.
Turn Prospects into Profits with Intelligent Sales Tools.
Keep every lead, opportunity and follow-up organised through a clear sales pipeline.
Manage lead stages, assign tasks, track activities and keep your team informed about what needs to happen next, helping opportunities move forward without getting lost between spreadsheets, inboxes and disconnected systems.
- Manage leads from first contact to deal closure.
- Get timely alerts and reminders to follow up on leads.
- Track every deal stage in a real-time visual sales pipeline.
- Log, record, and follow up on customer calls.
- Connect your inbox to send and receive emails seamlessly.
- Maintain full visibility with audit trails and activity logs.
- Filter and segment data with advanced search tools.
- Assign and track tasks to keep teams aligned and accountable.
Build Stronger Relationships Through Unified Customer Intelligence
Keep customer details, contacts, communication and relationship history together in one place.
Give your team a clearer view of every customer and their interactions with your business, making it easier to deliver more informed, consistent and personalised service.
- Get a complete 360° view of customer history, preferences, and linked leads.
- Store, manage, and access contact records across your team.
- Connect CRM with i4T Business Field Service Management for seamless sales-to-service workflows.
Scale With Smart Automation and Multi-Channel Reach.
Create targeted campaigns, automate follow-ups and keep customers and prospects engaged throughout their journey.
Track campaign activity and sales performance through dashboards and reporting, giving your team better visibility into what’s working and where opportunities are coming from.
- Launch campaigns across email, WhatsApp, and other channels.
- Automate personalized flows based on customer behavior.
- Track campaign performance through unified, real-time dashboards.
- Generate customised reports with Power BI integration.
Seamlessly Connect with the Tools You Already Love.
Connect i4T CRM with the tools and workflows that support your sales, communication and service operations.
i4T CRM integrates with i4T Business, connecting customer and sales workflows with job management to create a more seamless journey from the first quote through lead stages, service delivery and after-sales support.
- AirCall: Manage customer calls directly in CRM.
- Twilio SendGrid: Automate and track email campaigns.
- Wati for WhatsApp: Connect and engage through WhatsApp.
Flexible. Secure. Tailored to Your Business.
Give the right people access to the information they need while maintaining greater control over customer and business data.
Configure fields, permissions and workflows to suit the way your team operates, helping i4T CRM adapt to your sales and customer management processes.
- Set role-based access by user type or business model.
- Ensure security and clarity across teams and locations.
- Customize modules, fields, and workflows to your needs.
- Align the platform with your exact operational processes.
Bring Customer Management and Job Management in One Place
i4T CRM and i4T Business work together to connect your customer journey with day-to-day service delivery.
Manage leads, relationships and sales workflows in i4T CRM, then connect that information with i4T Business to manage the operational work that follows.
Together, they create a connected workflow from the first quote through lead stages, job management and after-sales service.
Turn Leads Into Jobs. Fast.
Spend less time switching between disconnected tools and more time moving opportunities forward.
i4T CRM helps your team manage leads, customers and sales workflows, while integration with i4T Business connects successful opportunities with the job management and service workflows that follow.