BizOps

BizOps is the way you run your service business. Manage your customers, jobs, and resources from anywhere.
An end-to-end solution that improves every part of your business and scale as your company grow.

Service Excellence = Happier Customers

Unified client information

360-degree visibility of your customer information, jobs history and upcoming jobs, email activity logs, tasks and more.

End-to-End Application

Store customer information, schedule jobs, log resources execution time, manage your fleet, employee, subcontractor and vendor information, job expenses, generate invoices and integrate this information with your accounting system. All in one single application to keep you organized.

Improve Communications

Provide better customer service. Seamless connection with your email for triggering behavior-based emails or SMS reminders for upcoming bookings and maintenance notifications.

Mobile-ready

Keep your team connected while they are on the field on their smartphone or tablet. Access booking information, take notes, job pictures, and close the job with customer’s signature from your mobile app.

Automated workflows

Sending service booking information and terms and conditions approvals easier than ever. Custom email templates with your branding that make you look more professional. Turning repetitive manual tasks into automatic work your software does for you to save time.

Integrate your favorite apps with BizOps
to streamline your operations:

onedrive

Access and send files from anywhere with OneDrive.

Integrate Mailchimp to manage email marketing campaigns with current and past clients.
Send and receive short messages to your customer base and find new leads.

Enables Microsoft Teams communication channel to improve your teamwork.

Manage personalized multi-channel programs and campaigns to prospects and customers.
Send and receive global SMS, MMS and IP messages.
Turn on DocuSign to accelerate deals with simple, secure, and fast e-signature functionality.
Amplify your content’s reach by easily sharing on LinkedIn.

Sign Up for a 15-day free trial


    Yes, you may use the information I provide on this form to send me relevant research, insights, analysis, event invitations or solutions content that may be of interest to me in the future. Customer Xperts Inc is committed to protecting your data. Please review our Privacy Policy for information on how Customer Xperts Inc handles personal data and your rights concerning it. By submitting this form, you agree to the storing and processing of your data by Customer Xperts Inc as described in the Privacy Policy.

    Basic

    BizOps basic features
    $ 59
    Month
    • Customer Management
    • Service Activities Management
    • Live Views & Reporting
    • Customer Documents
    • Office 365 Integration

    Standard

    Includes all Basic features
    $ 69
    Month
    • Includes all Basic Features , plus:
    • Business-class email with 50 GB mailbox
    • Microsoft Teams to meet, and collaborate
    • 1 TB of OneDrive cloud storage to edit and share documents
    • Intranet and team sites
    Popular

    Premium

    Includes all Standard features
    $ 99
    Month
    • Includes all Standard Features , plus:
    • Company-grade phone system integrated with Teams
    • Inbound and outbound calls anywhere you go
    • Save time and money with a single provider for all your communications