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Getyn CRM helps service driven industries drive lasting customer relationships

Your customers' expectations are on the rise. Getyn CRM helps service based businesses provide the best experience to their customers to keep them coming back. Schedule and dispatch jobs on time, and win your customers' loyalty the smart way.

How is the services industry different?

For service businesses, the speed of service and customer happiness are paramount to building a positive customer relationship. It differs from traditional businesses in the way that your services are recurring in nature rather than a one time purchase. Your customers want personalized service, contact-on-demand, quick solutions, and direct communication with their field agents.

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 complete up-to-date knowledge base of your customers including leads, contacts and accounts, all in one place.

Fully compliant

Getyn CRM comes with built-in features to help businesses based in the EU or doing business with customers in the EU stay compliant with the EU privacy regulations.

Be on the move

The Getyn CRM mobile app enables your agents to provide services and their managers to keep track of their numbers on the go.

Fully Customizable

Customize Getyn CRM to collect a variety of information, execute any custom business processes you might be running, and seamlessly integrate with any other applications you may be using

Top-rated features for service based industries

With over 12 years of expertise in the CRM software domain, over 250,000 happy businesses place their trust in Getyn CRM to streamline complex business processes, drive growth, and build strong customer relationships.

Assign and track jobs

Jobs can be assigned to one or more team members. Notifications are automatically sent to them, alerting them of their newly assigned job. Customized job sheets can guide your teams to record necessary information before they mark their service as completed.

Schedule appointments on time

Book appointments for your customers that can be rescheduled or cancelled when needed. Define the availability of your services, assign the right people when an appointment is made, and provide the job sheets needed to mark the job as complete.

Maintain service catalogs

Build a catalog of your services inside Getyn CRM. Define each service, set dates and times for the availability of each one, and assign staff to handle and deliver them.

Document management

All customer-related files such as photos, requirements, and PDFs are conveniently stored in the customer profile for quick referencing.

All your finances in one place

Never lose track of customer interactions and payments by viewing all jobs, estimates, and invoices in one place.

Simplify billing and payments with Getyn Invoice

Create invoices on the go and easily send them directly to your customers with the Getyn Invoice integration. Replace your pen and paper with digital invoices. Create invoices directly from your CRM and mark payment status to stay on top of your bills.

Provide contextual subscription offers with Getyn Subscriptions

Make the right offer at the right time to the right people. Once you integrate Getyn CRM with Getyn Subscriptions, you can get complete information on each customer's journey so you can craft subscription plans that your customers can't pass up.

Segment customers
Gauge your customer's lifetime value and identify any up-sell or cross-sell opportunities. Categorize them as big spenders, frequent purchasers or actively engaged with your brand and form unique strategies to strengthen your relationship with your customers.
ROI from AdWords campaigns
Combine your Google Ad spending with your sales data to determine which campaigns, ads, or keywords are helping you convert leads into customers.
Personalize prospect engagement
Keep leads engaged from your first contact, using emails. For example, you can save email templates and send them out to invite prospects to visit your tradeshow booth. You can schedule reminder emails before the event and follow-up emails for after.
50+ telephony providers

Connect Getyn CRM with any of our 50+ telephony partners so you can make and log calls, and view customer information all in the same place.

Greet customers by name
Start your calls off right by greeting your customers by name with their lead information displayed on your screen. Your sales conversations will go much smoother when you've impressed the customer from the start.
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 :
  • 5

    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 :
  • 5

    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
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  • Guide customers seamlessly, leading to enhanced satisfaction and conversions.
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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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