SERVICES AND FEATURES

the CRM and automation pieces your service business needs to stay organized.

EurekaTech PH helps you connect lead capture, client records, appointments, reminders, follow-ups, and review requests into one practical operating system.

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WHAT WE CAN SET UP

Choose the features that match how your business sells, books, and serves clients.

Every business is different. The right setup may be simple at first, then expand as you add more services, campaigns, staff, or appointment types.

CRM and contact management

Keep leads, clients, notes, tags, contact details, and acitivity history in one organized place instead of scattered files and message threads.

Lead capture forms

Create forms that collect the right information from prospects and send each inquiry directly into your CRM for faster follow-up.

Appointment Booking

Let prospects request or book available times, then keep appointment details visible for your team and connected to the client record.

Automated follow-ups

Send helpful follow-up messages after an inquiry, missed calls, form submission, appointment request, or inactive lead stage.

SMS and email reminders

Reduce no-shows and manual checking by reminding clients about bookings, consultations, next steps, and upcoming deadlines.

Pipeline tracking

See where every lead stands, from new inquiry to contacted, booked, proposal sent, won, lost, or reactivation stage.

Client database

Build a searchable client database that helps you segment contacts, find past clients, and run better retention campaigns.

Review request automation

Ask happy clients for reviews at the right time so your business can build trust and improve local visibility.

Website and funnel setup

Create simple pages and funnels that explain your offer, capture inquiries, and route leads into the right follow-up workflow.

Onboarding and training

Learn how your CRM works, what each automation does, and how your team should use the system day to day.

A SMOOTHER DAILY WORKFLOW

Everything is built around your client journey.

From the first inquiry to the follow-up after service, EurekaTech PH helps each step feel less manual. That might mean a simple form and reminder system for a solo owner, or a more complete pipeline, booking, review, and team workflow for a growing business.