Field Service CRM
Manage your contacts with one powerful, easy-to-use tool
Are you tired of dealing with piles of index cards and messy spreadsheets? It’s time you stop managing your contacts in silos. GorillaDesk’s CRM takes minutes to learn and makes it easy to track every detail of your professional relationships.
Top features to help you keep track of your customers
Customer History
Keep a complete and detailed customer history.
Customer Search
Search for specific customers, jobs, invoices, and more.
Notes & Attachments
Capture important information on customer accounts.
Customer & Location Tags
Organize and segment your customer list more efficiently.
Customer Portal
Provide industry leading support to your customers.
Customer History
Remember what matters most, your customers
GorillaDesk helps you keep a completed and detailed customer history, so you never lose sight of what matters most to your business, your customers. With just a few clicks, you can see past quotes, service history, job notes, outstanding invoices, and more for your customers.
Keep a detailed customer history
Customer Search
Access the information you need, when you need it
Instead of searching and scrambling for important customer information during a call, GorillaDesk makes it easy to access whatever you need, when you need it. Our powerful search tool allows you to retrieve specific customers, jobs, invoices, documents, and more with ease.
Find the information you need
Notes & Attachments
Keep your office staff and techs on the same page
Cut down on phone calls back to the office and equip your team with the information they need to deliver high-quality services. While out in the field, technicians can also add notes using our mobile app. This ensures you have a clean and organized history, at the office and in the field.
Connect the office and the field
Tags
Organize and segment your customers more efficiently
Running a service business is hard work. Lighten the load for your office staff with fully-customizable customer and location tags. To get started, create your tags and apply them to specific customers or service addresses. Then, sit back and relax as your reports and customer list come to life! ✔ Customer Tags: place a tag on the entire customer account. ✔ Location Tags: tag specific locations within a customer account. ✔ Edit/Delete Tags: Easily modify or delete tags from your account.
Empower your office staff
Customer Portal
Provide industry-leading service to your customers
It doesn’t matter if you’re at the office, on the road, or in the field, dealing with piles of paperwork at the end of the day is quite the burden. GorillaDesk allows your customers to view their estimates, invoices, documents, and more at their convenience from your Customer Portal.
Offer 24/7 customer supportFrequently asked questions
Is there a limit to how much data is stored?
Absolutely not! We understand that having a clean and organized customer history allows you to prepare for anything life throws at you, as well as maintain healthy customer relationships.
Can I add customers with multiple locations?
Yes! You can store multiple locations within one primary parent account. This allows you to easily input or recall data per each individual location and is great for large commercial accounts.
How many notes and attachments can I add?
You can add as many notes and upload as many attachments as you’d like to customer accounts. The only limitation we have is image attachments must be 5 MB or less.
How do my customers log in to their portal?
You can give customers access to their Customer Portal via a secure email link, or you can add a login button to the Customer Portal widget on your website. Either way, your customers don’t have to worry about remembering and managing their passwords.
See it run on your routes
Start a 14-day trial — no credit card, free data migration, and AI agents included on every plan.