Contract Management

Keep your customer service contracts alongside all of the other important information that you hold on your customers. That way technicians can see who is entitled to your high quality support and what type of SLA your customer should receive.

Contracts can be enforced when customer service Tickets are created, helping manage the entitlement and SLA level your customer should receive.

Track contract dates and contract type as well as being able to filter contracts by these values to better manage due periods.

OpenCRM supports different contract types these include; Contracted Period for Monthly, Quarterly or Annually set contracts, Ad-Hoc for those customers that are charged for the support time that they need and Pre Pay for those customers who want to charge their account in advance for a set number of hours support.

Track time spent against a Contract so that you can accurately provide a Contract report showing the time spent or provide a report on where the pre purchased time has been used. Email the report to your customer with a single click.

Link Contracts to other entities within OpenCRM these include Contacts, Companies, Sales Orders and Tickets.

Using the activity management features within OpenCRM track key dates and tasks that relate to a specific Contract and be reminded about events that need your attention.