Quotes and invoices
Versioned quotes, online acceptance, invoices compliant with your country, reminders.
Learn more : Quotes and invoicesCRM and installed equipment
Your customers, their sites and every piece of equipment, in one place.
Fluidify's CRM follows the prospect until they become a customer, and the customer down to the last refrigerated cabinet: who is invoiced, who operates it, where the installation is, what has been done on it.
Customers and sites linked freely
A customer has several sites, a site can have several customers: owner, manager, operator, invoiced party.
Sales pipeline
Opportunities by stage, amount, probability and expected date, with follow-ups and the activity feed.
Installed equipment
Make, model, serial number, circuits, refrigerant, charge, CO₂ equivalent and next leak check due date.
QR labels
One label per piece of equipment: the technician scans it and opens the record on their phone.
Verified company numbers
SIREN, CBE or UID checked against the official registers as you type.
Bring your files
Customers, sites, contacts and equipment imported from a spreadsheet, with a preview before you confirm.
Other modules
Service jobs and scheduling
Requests, work orders, scheduling by technician, signed reports.
Learn more : Service jobs and schedulingContracts and preventive maintenance
Visits generated automatically, due dates, renewal and recurring invoicing.
Learn more : Contracts and preventive maintenancePurchasing and stock
Orders, receipts, depots and the stock of each van.
Learn more : Purchasing and stockRefrigerants and compliance
Cylinders, weighings, leak checks and official documents.
Learn more : Refrigerants and complianceMobile app
The technician's work, from setting off to the signature, even without a signal.
Learn more : Mobile appTry Fluidify with your real data.
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