Rv5 CRM – Custom Built For Business

Rv5 - CRM Platform

Made For Home Service Businesses - Empowering streamline workflow and growth

Features and Benefits

Benefits

All in one platform

Rv5 CRM is an all in one platform to streamline the operations and growth of your business. Features include project management tool, invoice creation, estimates creation, marketing, project management, contact management, accounting, HR, and communications.

Feature 1

Project Management Tool

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.

Feature 2

Detail Calendar and Goal Tracking

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date. Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

Inbound and outbound Call/SMS

Integrated Call Center

Handle all your customer service call within one system. From SMS to placing and receiving calls. Our system has it all. Need a local phone number? We can help with that as well.

Other features

Project Management Tool

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.

One Click Invoice Creation

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.

Create Estimates

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.

Create Awesome Proposals

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.

Leads Management

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

Record Expenses

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects

Download the app

We have apps so that your team and you can stay connected and upto date on all your projects on the fly and in the cloud.

App Store Google Play

Testimonials

Our average customer rating is 5 / 5

Rv5 has helped us streamlined our business and keep all team members organized.
Joan Avina
Rv5 is the best CRM we've ever used for our plumbing business. It is completely custom fit for the plumbing industry. Thanks to Justin and his team, we were able to adapt fast and improved efficiency within days.
Brandon Ross
This is hands down the best of the best. Our restoration business has seen a 10x growth since we've adapted the Rv5 ways. It helped cut wasted money and increase team member accountability.
Kevin Perry