Solutions
Field & facility services
Service leads, visits, and renewals
Service contracts move on visits and follow-ups - ownership has to stay visible.
Who it is for
Teams that fit this vertical
Cleaning and facility firms
Security and manpower suppliers
Event and wedding planners
How teams use it
A clear day in the CRM
- 01
Capture service inquiries and RFQs
- 02
Schedule site visits with owners
- 03
Track quotes, jobs, and renewals
- 04
Keep account history for the next contract
What you use today
The same Caxron core
Every sector starts with leads, customers, appointments, and follow-ups. Your team can begin on that core today.
Direction
Sector extras under consideration
Not in current plans or pricing. Listed for product direction only.
- Job checklists
- Route notes
- Contract renewals
Common questions
Short answers for buyers evaluating field & facility services on company-licensed CRM.
Do service firms use Caxron?
Yes. Sales teams capture RFQs, site visits, and renewals with clear owners.
Does Caxron dispatch technicians?
No. Route and job tools are direction only unless on your license.
Today Caxron is sales CRM.
How is service CRM licensed?
One company per license from DGTIA. Purchasing is through sales.
Ready for Field & facility services?
Tell us seats and how your team works. We prepare your CRM and email setup details.