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Create Loyal Service Customers
Stay connected with customers and drive business into your service bays with web-based customer communication and retention solutions.
Turn Every Customer Interaction into Revenue Growth
Attract and retain customers with automated customer communication and promotional solutions from Epicor Service CRM. These business dashboard and intuitive reporting tools help you learn about your customers and the jobs that move the profit needle, increasing your ARO.
- Save time and money on outreach with world-class promotional and campaign materials
- Increase customer loyalty and return rates with timely, automated communication
- Gain insights into campaign performance, ROI, reputation management, customer behaviors, and more
Benefits
Optimize Your Online Presence
Every day, millions of people choose service providers based on Google and Yelp reviews as well as information found on Facebook, Instagram, YouTube, and other online sources. Epicor Service CRM offers extensive reputation management tools designed to help you create and maintain a professional, welcoming online presence that helps accelerate growth.
Communicate in Real-Time with Best-in-Class Texting Tools
Give customers the added convenience of immediate alerts, detailed estimates, images, and other information they need to best manage their vehicle service experience. Send appointment reminders and thank-you notes, and use the optional broadcast texting feature to announce promotional offers or extend holiday wishes.
Advanced texting features help you connect with customers anytime, anywhere to build the sense of community and trust that makes good shops great.
Measure Response, Increase ROI
With an exclusive OBD4 Business dashboard and optional Closed-Loop Marketing feature, Epicor CRM enables you to measure the performance of virtually every dollar invested in marketing.
In addition, you can easily identify the campaigns, messages and other marketing investments that result in service appointments. In short, you’ll have the resources to know more about customer behavior so you can identify new opportunities for profitable growth.
Manage Customer Interactions On-the-Go
The Service CRM mobile app helps you connect with customers, manage your shop calendar, and monitor key marketing and customer engagement metrics on a real-time basis using your iPhone or Android device. Popular features of this powerful tool include:
- Send and receive texts (including images)
- Create and confirm customer appointments
- Review and adjust shop calendar
- Send text “blasts” to groups of customers
Epicor se enorgullece de ser reconocido como líder en Magic Quadrant™ de Gartner® 2025 para ERP en la nube para empresas centradas en el producto.
Service CRM Frequently Asked Questions
There are multiple channels for communicating with customers that are enabled by the Service CRM solution:
- A custom-branded website
- Text and multimedia messaging
- Postcards
Additionally, shops are able to develop and distribute customized promotions and targeted customer incentives to help drive traffic.
Yes, building a site with the Service CRM solution includes the ability to create an original web address or connect to an existing address already owned by the shop.
Yes, and they are encouraged to use their own custom images to amplify their own brands, which will provide higher response rates.
MTexting allows shops to send text, photo, and/or video messages directly to customers’ mobile devices. Texts can be sent directly from the Service CRM system via a computer, tablet, or smartphone, eliminating the requirement for shops to send messages using a personal cell phone number.
Yes, the Service CRM solution includes an appointment scheduling tool that can be integrated with the shop’s website. This tool also automates appointment reminders via email and text.
Yes, several types of automated reminders can be sent to customers based on the vehicle manufacturer’s recommendations and driving habits:
- Service reminders based on manufacturer settings
- Shop recommendations as noted on the customer’s invoice
- Inspection reminders (emissions, safety, and more)
Yes, the Service CRM solution includes a service history tool that can be integrated with the shop’s website and electronic communication tools.
After each visit, a customer receives a thank-you note via email and text that includes a link to one of several predetermined review websites, including Google and Yelp.
A full dashboard of reporting applications is included, with a number of reports that provide actionable data across a variety of metrics:
- ROI
- Customer and vehicle frequency
- “Drifted away” customers (shows customers who have visited the shop at least three times over the past 18 months, but have not visited at all in the past six months)
- Communications console (shows weekly automated communications and provides the ability to make quick edits)
- Undeliverable mail and email
Yes, owners of multiple shops are able to access an enterprise dashboard.
Yes, each Service CRM contract includes unlimited customer support during regular business hours
Request a Demo
See what Service CRM can do for your automotive service business. Contact us today to get started.