Offset | Customer Management

Customer Management
with Offset

Capture leads directly from your website, or integrate other lead generation apps with Offset. Assign jobs to your team, track progress and closing rates and keep your customers engaged to boost profits.

Next Feature

Product Features

Customer Experience portal

Customer Experience

portal

Stand out from the competition with a custom branded portal that gives your customers the ability to interract with their project.

Customer Experience

portal

Checklists & sign offs

Ensure that nothing falls through the cracks during each stage of the project with a powerful checklist system that customers can sign off on once completed.

Checklists & sign offs

Lead tracking

Input and track lead progress so that you give customers a positive and consistent experience with your company.

Why you need Offset’s Customer Management tools

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Attract better leads

Capture leads directly from your website, or integrate other lead generation apps with Offset. Rank your leads so that you can spend more time to convert high quality sales.

Stay organized

Keep all important information in one place so that you don’t forget anything. Assign jobs to your team, track project progress, closing rates and project checklists that can be approved by the customer.