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Getyn CRM helps service driven industries drive lasting customer relationships

Your customers' demands are increasing. Getyn CRM enables service-based businesses to deliver exceptional experiences, ensuring repeat business. Efficiently schedule and dispatch jobs to earn and maintain customer loyalty effectively.

How is the services industry different?

In service businesses, rapid service and customer satisfaction are crucial for fostering strong customer relationships. Unlike traditional businesses, services are often recurring rather than one-time purchases. Customers expect personalized attention, on-demand contact, swift resolutions, and direct communication with their service providers.

What is an insurance CRM?
  • Integrated document management
  • Single system omnichannel communication
  • Vendor and contractor management
  • Sales order and purchasing order generation
  • Billing and payments
  • Marketing automation to generate leads
  • Campaign management
Why choose Getyn CRM for your service industries?

360-degree view

A comprehensive and current repository of your customers, encompassing leads, contacts, and accounts, all centralized in one location.

Fully compliant

Getyn CRM includes integrated features designed to assist businesses operating within the EU or serving customers in the EU to adhere to EU privacy regulations seamlessly.

Be on the move

The Getyn CRM mobile app empowers agents to deliver services while allowing their managers to monitor their performance metrics remotely.

Fully Customizable

Tailor Getyn CRM to gather diverse data types, execute custom business workflows, and effortlessly integrate with your existing suite of applications.

Top-rated features for service based industries

Drawing on more than 12 years of experience in CRM software, Getyn CRM is trusted by over 250,000 satisfied businesses to streamline intricate business operations, foster growth, and forge robust customer relationships.

Assign and track jobs

Assign tasks to individual team members or groups. Automated notifications promptly inform them of their new assignments. Customizable job sheets assist your teams in documenting essential details before finalizing their service completion.

Schedule appointments on time

Schedule appointments for your customers with the flexibility to reschedule or cancel as required. Define service availability, assign appropriate personnel for each appointment, and provide necessary job sheets for completing tasks.

Maintain service catalogs

Create a comprehensive service catalog within Getyn CRM. Specify each service, establish availability dates and times, and designate staff members responsible for delivery.

Document management

All customer-related documents such as photos, requirements, and PDFs are conveniently stored in the customer profile for easy access.

All your finances in one place

Keep all customer interactions and payments organized by accessing jobs, estimates, and invoices from a single location.

Simplify billing and payments with Getyn Invoice

Generate invoices anytime, anywhere and effortlessly send them to your customers using the Getyn Invoice integration. Transition from traditional pen-and-paper methods to digital invoicing. Create invoices directly within your CRM and track payment statuses to effectively manage your billing process.

Provide contextual subscription offers with Getyn Subscriptions

Deliver timely and targeted offers to the appropriate audience. By integrating Getyn CRM with Getyn Subscriptions, gain comprehensive insights into each customer's journey to create irresistible subscription plans.

Segment customers
Assess your customers' lifetime worth and pinpoint potential opportunities for up-selling or cross-selling. Segment them based on their spending habits, purchase frequency, or engagement levels with your brand, and devise tailored strategies to enhance your customer relationships.
ROI from AdWords campaigns
Integrate your Google Ads expenditure with your sales data to analyze which campaigns, ads, or keywords contribute most effectively to converting leads into customers.
Personalize prospect engagement
Maintain engagement with leads from initial contact using emails. For instance, save email templates to invite prospects to your tradeshow booth, schedule reminder emails before the event, and send follow-up emails afterward.
50+ telephony providers

Integrate Getyn CRM with any of our 50+ telephony partners to make and log calls, and access customer information seamlessly within one platform.

Greet customers by name
Begin your calls by addressing customers by name and displaying their lead information on your screen. This personalized approach sets a positive tone for your sales conversations, leading to smoother interactions.
It’s more than just talk. Here’s what smarter conversations mean for your business.
Simplest Pricing, Full Loaded Features

30 Days Assurance

30 Days Money Back Guarantee

Intuitive UX

Better adoption, easier training

24x5 Support

Round the Clock Support

Pricing Includes Access to All Getyn Apps
G CRM | G Campaigns | G Social | G AI Writer | G Chat | G Voice
Choose number of users or staff members
Go Monthly

$29/month
Getyn CRM Features :
  • 3

    Users
  • Contact Management
  • Sales Automation
  • Project Management
  • Task Management
  • Marketing Automation
  • Reports & Analytics
  • Invoices
  • Estimates
  • Proposals
  • Web Forms
  • 24x5 Support
Buy Now Start Trial

7 days free trial

Go Annually Save 32%

$244/year
Getyn CRM Features :
  • 3

    Users
  • Contact Management
  • Sales Automation
  • Project Management
  • Task Management
  • Marketing Automation
  • Reports & Analytics
  • Invoices
  • Estimates
  • Proposals
  • Web Forms
  • 24x5 Support
Buy Now Start Trial

7 days free trial

Key Product Features List
  • Sales force automation
    Basic modules
    Included in all plans
    Task, Calls, Events
    Included in all plans
    Advanced Filters
    Included in all plans
    Multiple Pipelines
    Included in all plans
    Scoring Rules
    Included in all plans
    Sales Forecasting
    Included in all plans
    Email Insights
    Included in all plans
    Multiple Currencies
    Included in all plans
    Macros
    Included in all plans
    SalesSignals
    Included in all plans
    Assignment Rules
    Included in all plans
    Multiple Scoring rules
    Included in all plans
    Custom SalesSignals
    Included in all plans
    Email Parsers
    Included in all plans
    Data Entry Wizards
    Included in all plans
    Portals
    Included in all plans
  • Automation and process management
    Workflow rules
    Included in all plans
    Email notifications
    Included in all plans
    Blueprint
    Included in all plans
    Webhooks
    Included in all plans
    Record approval process
    Included in all plans
    Data review process
    Included in all plans
    Custom functions
    Included in all plans
    CommandCenter
    Included in all plans
  • Product customization
    Homepage customization
    Included in all plans
    Rename tabs
    Included in all plans
    Custom list view
    Included in all plans
    Custom field
    Included in all plans
    Canvas
    Included in all plans
    Tab groups
    Included in all plans
    Validation rules
    Included in all plans
    Custom modules
    Included in all plans
    Custom buttons
    Included in all plans
    Page Layouts
    Included in all plans
    Tanslations
    Included in all plans
    Developer sandbox
    Included in all plans
  • Reports and analytics
    Predefined reports
    Included in all plans
    Predefined dashboards
    Included in all plans
    Custom reports and dashboards (Limited)
    Included in all plans
    Basic dashboard components
    Included in all plans
    Analytics mobile app
    Included in all plans
    Custom reports and dashbaords (Unlimited)
    Included in all plans
    Advanced dashboards components
    Included in all plans
    Anomaly detectors
    Included in all plans
    Webforms analytics
    Included in all plans
    Getyn Analytics
    Included in all plans
  • Marketing automation
    Email templates
    Included in all plans
    Email authentication
    Included in all plans
    Mass email
    Included in all plans
    Social profile integration
    Included in all plans
    Email relay
    Included in all plans
    CRM for Google Ads
    Included in all plans
    Attribution
    Included in all plans
    Segmentation
    Included in all plans
    Auto-responders
    Included in all plans
  • Security
    Profiles
    Included in all plans
    Role-based hierarchy
    Included in all plans
    Multiple organizations
    Included in all plans
    GDPR compliance
    Included in all plans
    CRM audit logs
    Included in all plans
    IP address restriction
    Included in all plans
    Field-level security
    Included in all plans
    Reporting hierarchy
    Included in all plans
    Record-level sharing
    Included in all plans
    Territory management
    Included in all plans
    Data encryption
    Included in all plans
Frequently Asked Questions
  • What is Getyn CRM Software and how can it benefit my business?

    Getyn CRM Software is a comprehensive customer relationship management platform designed to help businesses manage interactions with their customers, streamline processes, and improve customer satisfaction.

  • Is Getyn CRM Software suitable for businesses of all sizes?

    Yes, Getyn CRM Software is designed to accommodate businesses of varying sizes, from small startups to large enterprises, offering scalable solutions tailored to meet different needs.

  • What key features does Getyn CRM Software offer for managing customer relationships?

    Getyn CRM Software provides features such as contact management, sales pipeline tracking, lead nurturing, task and activity management, customer communication history, and reporting analytics.

  • Can Getyn CRM Software be customized to match our unique business processes?

    Absolutely, Getyn CRM Software offers customization options that allow you to tailor the system to align with your specific workflows, terminology, and business requirements.

  • Does Getyn CRM Software integrate with other software and tools we already use?

    Yes, Getyn CRM Software offers integrations with popular tools such as email clients, marketing automation platforms, and productivity software, enabling seamless data flow between applications.

  • How does Getyn CRM Software assist in sales and lead management?

    Getyn CRM Software offers lead scoring, opportunity tracking, sales forecasting, and collaboration tools, empowering your sales team to effectively manage leads and close deals.

  • Can I use Getyn CRM Software to improve customer support and service?

    Certainly, the software provides features for tracking customer interactions, managing support tickets, and maintaining a knowledge base, enhancing your ability to provide exceptional customer service.

  • Is data security a priority for Getyn CRM Software?

    Yes, Getyn CRM Software takes data security seriously. It employs encryption, access controls, and regular security updates to ensure the safety of your sensitive business and customer data.

  • Does Getyn CRM Software offer mobile access for on-the-go productivity?

    Yes, Getyn CRM Software typically offers mobile apps or responsive interfaces, allowing you to access critical customer information, update records, and manage tasks from your mobile devices.

  • What kind of support and training does Getyn CRM Software

    Getyn CRM Software offers customer support through various channels, including email, phone, and online chat. They may also provide documentation, tutorials, and training resources to help users make the most of the software's capabilities.

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  • Get increased visibility into customer needs.
  • Lead customers down the pipeline faster and close more deals.
  • Streamline processes and coach sellers.
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Boost Revenue with Seamless Email Marketing
  • Gain unparalleled insights into customer preferences and behaviours.
  • Nurture leads effectively, accelerating conversions and revenue.
  • Simplify workflows and empower marketers for optimal results.
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Elevate Customer Engagement through Advanced Getyn™ Chat Platform
  • Gain real-time insights into customer inquiries and preferences.
  • Guide customers seamlessly, leading to enhanced satisfaction and conversions.
  • Streamline communication processes and empower support teams for success.
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Unleash Creativity with Getyn™ AI Writer App.
  • Access a versatile tool for generating high-quality, original content.
  • Enhance productivity by automating content creation across various topics.
  • Refine and customize AI-generated content to align with your unique voice and style.
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Amplify Online Presence with Cutting-edge Getyn™ Social Media Management App.
  • Attain comprehensive understanding of audience behaviors and trends.
  • Strategize and execute campaigns for maximum reach and impact.
  • Simplify content scheduling and collaboration, revolutionizing your social media strategy.
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Maximize Insights with Getyn™ Call Tracking & Analytics.
  • Obtain comprehensive data for a deep understanding of call performance.
  • Optimize marketing strategies and customer interactions to drive growth.
  • Streamline processes and refine customer experiences based on actionable insights.
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