Understand exactly what’s in your pipeline, monitor customer relationships, and manage revenue-generating activities with Aspire's integrated CRM functionality.
With the Aspire platform, it’s easy to see and manage the opportunities in your pipeline. To start, Aspire allows you to seamlessly bulk-enter contacts and/or properties. Once uploaded, you can easily add custom fields and/or tags to denote specific details about an opportunity or a property for quick categorization, filtering, and reporting while prospecting—and beyond. Even better, custom tags added to an opportunity or a property can help simplify the grouping and management of your customer properties once contracts are won.
During the sales process, the system’s filterable statuses provide quick, visual insight into where you stand with the jobs you’re bidding, proposals you’ve delivered, and projects you’ve won. Your sales manager can then view the properties and opportunities via Aspire's sales pipeline reporting—by status, by rep, or both—to monitor rep activity and ensure progress is made toward winning sales. With clear insight into the dollars in your pipeline, you can have confidence in the accuracy of your forecasts.
Aspire’s CRM functionality greatly simplifies customer relationship management by providing visibility into each property and all related activities and emails. Customer issues are never fun—but with the Aspire platform, you can ensure proper handling and follow-up. The platform provides streamlined, three-way communication between management and your customers or employees in the field, right from within your company's Aspire customer portal.
With the real-time insight Aspire provides into your customer data—client budgets, past proposals, and projects forecasted and won—you can easily identify upsell opportunities and manage the activities required to win the work. And when renewal time comes around, Aspire's built-in renewal planner helps you manage the process with ease. The platform's property wizard and P&L by property reports help you quickly determine the profitability of your accounts so you can focus on the contracts you want to renew. Better yet, Aspire allows you to easily bulk-renew contracts in the system so they are ready to ‘win’ as soon as renewal is confirmed.
With Aspire, you have all the tools needed to manage even the most complex design/build projects or large-scale ancillary services. The system allows you to tie appointments, tasks, issues, and milestones to the related opportunity as well as the individual work ticket to help you ensure nothing is overlooked. The platform helps you stay on top of project-related communication as well: your company's Aspire customer portal allows you to easily connect with your clients while the platform's Crew Mobile app keeps you in touch with your techs, teams, or crews and even your subs, if desired.
The job dashboard in Aspire brings key information about each project together in one place to keep you organized and informed. With real-time insight into details like actual vs. estimated costs, you can quickly see and understand whether the job is on budget and proactively adjust course if needed. No need to wait until month's end—with Aspire, you know right away.
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Yes. Aspire's integration with Outlook and Google enables sales managers to view the individual tasks that sales members have lined up.
Yes, Aspire provides reporting at multiple levels that include sales KPIs, account manager KPIs, pipeline lists, and pivot tables, as well as role-specific dashboard reports.
Aspire allows for job costing and profit tracking at the job level, the customer level, the property level, etc.
Outlook and Gmail both sync with Aspire.
The best practice we recommend is sending emails from Aspire. Those emails then go out through the respective servers, leaving a record in both systems. Incoming emails from either Google or Outlook are dropped into an Aspire folder to be recorded and documented with the respective contact and property.
Aspire allows customers to electronically sign proposals and contracts through the Aspire customer portal.
Aspire will support any level of task granularity. That information is provided to the employees for unique assignment to tech, team, or crew as well as team or crew leaders.
Yes. Services can be assigned in Aspire with the requirement of recording information either via photos or forms at clock out.
Aspire's mobile tracking of employees commences with the sign-in process, which is initiated with a pin number and linked directly to payroll. Only those activities are tracked.
Reporting on time worked, materials, and equipment usage happens in real-time. This data is used for job costing and feeds payroll for accurate reporting.
Yes. Aspire provides complete flexibility for tracking techs, teams, or crews and jobs, simultaneously in sequence.
Aspire provides payroll and clock time reporting that through the use of dashboards can provide alerts in real-time for specific rules set up on the schedule board.
Aspire is a single, integrated database management system. This means customer property contact information is entered one time and is available in all parts of the system.
There are no limits to the number of customers or contact properties that can be added to Aspire.
Templates are set up by division, and there are no limits to the number of templates you can create by division. Typically, companies will create anywhere from four to 15 templates in any division.
The system provides a unique scorecard and KPI budgeting to set goals and monitor actuals. This is flexible by rep, by branch, and by division.