Refimac CRM is a tailored Customer Relationship Management system designed for an air conditioning sales and service company. The goal was to digitize their service operations, manage leads, and maintain customer history for faster, more efficient service delivery.
Challenges and desires of customers
Refimac sells and services residential and commercial air conditioning units. Their growing business needed a way to manage leads, service requests, installations, and AMC (Annual Maintenance Contract) renewals — all from one platform.
- Service requests were tracked manually via phone and paper
- Difficult to follow up on warranty/AMC cycles
- No centralized customer database
- Lack of visibility into technician schedules and completed jobs
Project Success Key
Refimac now operates with complete digital control over its sales and service process. The system has improved technician productivity, ensured timely follow-ups, and enhanced customer satisfaction through faster response times.
Key Features
- Lead capture and conversion tracking
- Customer database with purchase and service history
- AMC renewal reminders and scheduling
- Technician assignment and job tracking
- Service ticket system with status updates
- Invoice and payment tracking
