[PU-025] CRM Plus

# [PU-025] CRM Plus

What is it?

Basic customer records aren't enough to build strong relationships and win repeat business. CRM Plus upgrades your customer management with advanced features — detailed contact histories, sales pipeline tracking, and richer customer profiles that help you build lasting relationships and grow your revenue.

How it Helps Your Business

Field Techs: Access richer customer information before arriving on site — see past interactions, preferences, and notes from previous visits.
Office Staff: Manage customer relationships more effectively with detailed interaction histories and better search and filtering tools.
Managers: Track your sales pipeline, identify your most valuable customers, and segment your customer base for targeted outreach.
Customers: Experience a more personal service because your team remembers their history, preferences, and past issues.

Essential Details

> Note: Included at no extra cost with the Maximize plan.

Key Capabilities

Enhanced customer profiles with more detail than standard records
Complete interaction history across calls, emails, and visits
Sales pipeline tracking to manage leads and opportunities
Advanced search and filtering to find exactly the customers you need
Customer segmentation for targeted communication and marketing

Getting Started

To enable CRM Plus, go to Settings → Marketplace in your Out-Smart back office. Find the CRM Plus Power-Up and click Activate. If you're on the Maximize plan, it's already included. Once enabled, your customer records are automatically upgraded with the enhanced features.

Related Features

[Customer Portal](customer-portal.md) — Give your customers self-service access powered by their rich CRM profiles
[Customer Surveys](customer-surveys.md) — Collect feedback that feeds into your customer relationship data
[Reports](reports.md) — Analyze customer data with built-in reporting tools