Document signing
Create a proposal from the deal, collect signatures and keep the document connected to the customer.
From first call.
To final install.
Connect your call centre, appointments, sales and installation in one CRM. Desktop and mobile, with control over what each role can see and do.
Install Loop shown with demo data
One customer journey.
Four connected stages.
Follow the work from the first conversation to completion. Every handoff keeps the next person informed.
Start with a
better conversation.
Guide the call with configurable qualification scripts. Capture the answers, review the outcome and book the next step without losing the context.
CONNECTED WORK. CONTROLLED ACCESS.One business.
One business.
The right access
for every role.
Keep the work connected without giving everyone the same access. Set role permissions and record visibility to suit how your organisation operates.
Actual role settings · Example configuration, controlled by your organisation.
At the desk.
At the doorstep.
On the job.
Plan and manage work on desktop. Give sales reps their appointments and installers their jobs on mobile, with access shaped by their role.
Sales appointments and proposals on mobile.Stock, vehicle checks and site evidence for installers.Job updates connected back to the office.
Keep the customer connected,
beyond the handoff.
Sign the agreement. Share the progress. Keep the follow-up moving.
Customer portals
Give customers a place to see progress, find documents and complete feedback after the work.
Marketing automations
Build workflows around customer events, with email follow-ups, tasks and a record of each run.
A few things
you might be asking.
Which businesses is Install Loop built for?
Installation and service businesses, from air conditioning and electrical to security and maintenance. Configure your pipelines, forms and permissions around the way you work.
Can we manage installs and service calls together?
Yes. Manage the job, schedule staff and keep track of return visits without losing the history of the work.
Keep every job moving.
From the first enquiry to the work on site, keep the next step in view.