CRM
Salesforce
Enterprise CRM platform with field service capabilities through FSL (Field Service Lightning) for large service organizations.
mid❄️HVAC
Use Cases
- Field service job management
- Customer relationship management
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| CRM / Customer Management | Yes | Standard |
| Dispatch | Yes | Standard |
| Scheduling | Yes | Standard |
| Reporting Dashboard | Yes | Standard |
| API Access | Yes | Standard |
| Marketing Automation | Yes | Standard |
| Contact Management | Yes | Advanced |
| Opportunity Tracking | Yes | Advanced |
| Work Orders | Yes | Standard |
| Asset Management | Yes | Standard |
| Third-Party Integrations | Yes | Advanced |
| Mobile App | Yes | Standard |
| Zapier Integration | Yes | Standard |