Customer Management CRM for Service Businesses

Track, manage, and understand your customers better – all in one place with SCROLE's CRM module.

Secure Customer Lookup

Managers and engineers can easily search for customers by name, phone, etc. Privacy is ensured — full database access is limited to Super Admins.

Complete Customer History

View all past service calls, items given for service, payments made, dues, and AMC/Warranty status — all in one place.

Features that Build Trust and Loyalty

SCROLE goes beyond just managing service calls — it helps you build long-term relationships through item tracking, birthday greetings, and proactive follow-ups that leave a lasting impression.

Items Received & Returned

Track items received during service and ensure everything is returned to the customer. No more misplaced items.

Birthday Reminders

See upcoming birthdays on the dashboard. Auto-send birthday emails — a smart way to show you care.

Balance Breakup at a Glance

View all payments and dues instantly. Send reminders via WhatsApp or email in one click.

One-Click Communication

Email, call, or WhatsApp a customer directly from the dashboard — effortless communication.

Address Labels

Print address labels for all customers in one click — ideal for sending mailers or newsletters.

Customer Grouping (Elite Plan)

Group customers by corporate, location, or type, and manage contracts for the whole group efficiently.

Smarter Customer Management Starts Here

No more lost details or missed follow-ups. SCROLE keeps every customer interaction smooth, timely, and documented — helping you deliver that personal touch effortlessly.

With SCROLE, managing customer data isn’t just easy — it’s powerful, secure, and designed to support your business growth.

No more lost details, no more missed follow-ups. SCROLE ensures every customer interaction is smooth, timely, and well-documented.

When customers feel valued, they stay longer and refer more. SCROLE’s customer management tools are crafted to help you deliver that personalized touch — without extra effort.

Frequently Asked Questions – Customer Management in SCROLE

Have questions about how SCROLE helps you manage your customers better? Here's a quick set of answers to the most common doubts, so you can see just how easy and efficient customer handling can be with SCROLE.

Yes! SCROLE shows you everything — past service calls, items given for service, payments made, outstanding balances, and even AMC or warranty status — all in one place. Just search for the customer and click!

Customer data is strictly access-controlled. Only Super Admins can see the full database. Managers and engineers can only access customer info related to their assigned jobs, keeping things secure and private.

Absolutely. With SCROLE, you can send WhatsApp messages, emails, or even make a call — all from within the dashboard. One-click communication makes follow-ups a breez

Yes! SCROLE automatically shows upcoming customer birthdays on your dashboard. You can even set up automatic birthday emails to add that personal, caring touch.

Yes. SCROLE tracks both received and returned items for each service call, so nothing gets misplaced. It’s fully logged and visible in the customer's service history

Yes, in the Elite Plan, you can group customers (e.g., under a corporate, a location, or franchise), making it easier to view jobs, contracts, and balances at the group level.

Yes, SCROLE includes a one-click feature to print address labels for all your customers — perfect for postal communications or marketing mailers.

Definitely! SCROLE shows you each customer's full payment history and current dues, and lets you send polite reminders via WhatsApp or email with just one click.

Not at all. SCROLE is designed for business owners, not techies. If you can use a phone, you can use SCROLE. The interface is clean, intuitive, and built to get things done without confusion.

SCROLE offers an easy import tool — you just upload an Excel sheet in the prescribed format, and we’ll take care of the rest. We can even help you with the first-time import.

We offer a guided demo, not a free trial — because we believe your time is precious and you’d rather have us walk you through how SCROLE works in real-world repair scenarios. Just get in touch to schedule one!

Because Every Customer Counts

SCROLE’s Customer Management module is simple, fast, and effective.
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