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The CRM solution for ambitious field service businesses. Designed to streamline operations, foster customer relationships, and drive growth. Our robust platform is built by experts, continuously improved based on your feedback. Experience the power of simplicity and organised customer management with Payaca.
Provider
Payaca
Located In
United Kingdom
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Mobile Apps
iOS, Android
Training
Live Online, Documentation, Videos, In Person, Webinars
Support
Phone Support, Chat, Email/Help Desk, FAQs/Forum, Knowledge Base
Designed for ambitious field service businesses, including electricians, plumbers, gas and heating engineers, landscapers, roofers, HVAC workers, builders, installers, tilers and more.
Content Source: Payaca
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Payaca Reviews
Pros
Ease of creating quotes, ability to create groups, ability to automatically communicate with customers via text message.
A very important tool in todays busy environment, which takes care of automations, allowing you to track everything. I find quoting and invoicing seamlessly integrating.
Cons
It will pay dividends in a very short period of time.
Lack of other integrations such as go cardless for recurring payments such as subscriptions and long term rentals.
"Fantatsic product, even better team"
Pros: The team are fantatsic. Always keen to hear feedback and make improvements. New versions with better featyres are released almost weekly at the moment. Easy for our team to use, implementation took a little bit of time but was valbsolutely worth it. It has reduced our admin resource by over 60%. Improved efficiencies in almost all areas of our business. Increased profitability by 15% within 4 weeks of full implementation. Honestly can`t fault this system. Really excited to see what developments are coming in the next few months.
Cons: I don`t really have any negative feedback, excellent value for money. Take the time and implement the system properly, make sure you are on the right package and if you need the extra support, pay for it. It will pay dividends in a very short period of time.
"Quote process and management has been greatly improved"
Pros: Ease of creating quotes, ability to create groups, ability to automatically communicate with customers via text message.
Cons: Not able to save pdf broachers to groups, not able to add clickable links to items (eg links to more into on the products) , Not being able to have multiple email address, people the same quote gets sent to, eg some times we need to send the quote to the client and the main contractor.
"Electrical Contractor"
Overall: Very good. Tech have helped me a few times with some minor issues and seem to be happy to take onboard advice on how to better the app
Pros: Pre existing integration with stripe as this allowed a streamlined process to get paid.
Cons: Lack of other integrations such as go cardless for recurring payments such as subscriptions and long term rentals.
Vendor Response
"Really good value for money, makes your quotes look more professional and well marketed "
Overall: The team have been amazing, they started providing electrical certification within the software which was a massive game changer and time saver for us as a company. they really have gone above and beyond to create an all round solution for electrical businesses.
Pros: I like how I can make options for quotes. I means I can give customers optional extras to help upsell and means I have to do less quote amendments as people can just untick something if they don't want it rather than having to keep coming back and requesting changes.
Cons: The initial getting my head around how all the quotes work was difficult but [sensitive content hidden] and the team were always on hand to help. Its best just to get stuck in and start learning.
Vendor Response
"Outstanding CRM "
Pros: A very important tool in todays busy environment, which takes care of automations, allowing you to track everything. I find quoting and invoicing seamlessly integrating.
Cons: as a new platform there are still some forms I would like to have as standard. However it is easy to attach documents to a file if necessary.