3C Connect offers multiple ways to communicate with your customers and deliver a high-quality customer experience. Our Marketing CRM enables you to manually reach out to customers via SMS, chat, email, and more. We also provide automated communications triggered by specific events in your system, such as when a technician is en route or after an appointment is completed to request a customer review.

You can access the Marketing CRM platform from the Marketing link in the side menu.

From there, you can navigate to Conversations to view the full message history for each customer and send new messages as needed.

To enable automated communications, go to Settings → Customer Communication.

Make sure to select “3C Marketing CRM” where available to allow automated messages to be sent through the Marketing CRM.

These messages can be sent via SMS and/or email, and all templates are fully customizable.

A technician can notify the customer when they are on the way to an appointment. This notification is sent through the Marketing CRM.

On the mobile app, the technician simply taps En Route to trigger the notification.

The message will then be delivered via email and/or SMS.

When completing an appointment, the technician can request a customer review by enabling the “Send review request to customer?” toggle or by clicking Send now.

If a review request was not sent at the time of completion, the office can still send one later by selecting Request Customer Review.