Service Records Are Scattered
Service requests may be stored across spreadsheets, notebooks and different messaging channels.
TECHNICAL SERVICE CRM SOFTWARE
Manage Technical Service Records, Customers and Work Tracking in One CRM
Manage service requests, device and product information, task assignments, appointments and customer history centrally with DinamikCRM.
Track service records together with customer and device information
Assign service records and tasks to technical staff
See service history and next activities in one place
Try free for 14 days. No credit card required.
app.dinamikcrm.com
Open Services
27
Today's Appointments
9
Waiting Follow-up
6
Service Record
Customer
Status
SRV-2026-0142
Laptop Computer
Nova Technology
Assigned: Alex K.
In Progress
SRV-2026-0143
HVAC System
Artemis Plaza
Assigned: Sam D.
Scheduled
SRV-2026-0144
Production Machine
Atlas Machinery
Assigned: Mark T.
Follow-up
Customer Tracking
Service Records
Device / Product Tracking
Staff Assignment
Appointments & Tasks
Service History
ORGANIZE YOUR TECHNICAL SERVICE PROCESS
Are Service Records, Customers and Tasks Tracked in Different Places?
When service requests are spread across files, calls and messages, tracking status, assigned staff and customer history becomes difficult.
Service Status Is Unclear
It may be difficult to see whether a record is scheduled, in progress or waiting for follow-up.
Tasks Depend on Individuals
It becomes difficult to see which technician is responsible for each service record.
Device History Gets Lost
Previous work performed on the same device or product may become scattered across different records.
Customer Follow-up Is Missed
Customers who need to be contacted or updated after service may be forgotten.
Operations Are Hard to Measure
Open services, team workload and pending work may not be visible centrally.
Service No
SRV-2026-0142
In Progress
Customer
Nova Technology
Device
Corporate Laptop
Assigned Staff
Alex King
Appointment
September 11, 2:30 PM
Service Description
The device reports an error during startup. Hardware and system checks will be performed.
SERVICE RECORD MANAGEMENT
Manage Every Service Request Through a Structured Record
Bring customer, device, assigned staff, appointment and service details together under the same record.
Record service requests centrally
Connect each record with the relevant customer and device
Assign responsible team members and appointments
Keep service descriptions and activity history
DEVICE & PRODUCT HISTORY
Keep Customer Device and Product History Organized
Use DinamikCRM's flexible module structure to configure device, product or equipment records together with their service history.
Create custom fields for device and product records
Store serial numbers and similar information
Connect device records with the relevant customer
Access previous service work more easily
Active Device
Corporate Laptop
IT Equipment
Customer
Nova Technology
Serial No
DV-88421
Last Service
August 28
Service Request
Service Record
Staff Assignment
Completed
FROM REQUEST TO COMPLETION
Make Your Technical Service Process Visible from Start to Finish
Manage every step from the customer's service request to completion through one shared process.
Move service requests into a standard process
Make the current status of every record visible
Track responsible staff and activities
Keep the history of completed services
CUSTOMER 360
See Customer Service History on One Screen
Manage customer information, service records, activities and next follow-up steps in one shared customer history.
Access customer service history centrally
Track meetings and activities together
Make the next service or customer follow-up visible
NT
Nova Technology
Corporate Customer
Active
Service Records
8
Last Service
August 28, 2026
Next Activity
Follow-up Call
Automation
Follow-up After Service Completion
Active
Trigger
Service record completed
Action
Create follow-up task
Notification
Notify customer representative
TECHNICAL SERVICE AUTOMATION
Automate Follow-ups After Service
Build automations that create tasks, notifications and follow-up steps when a service record is completed.
Create follow-up tasks after service completion
Create team notifications for delayed service records
Standardize repetitive operational steps
WHO IS IT FOR?
For Technical Service and After-Sales Teams
DinamikCRM's flexible structure can be configured for different technical service and after-sales service models.
IT and Computer Services
Manage customer devices, service requests and technical work centrally.
HVAC Service Companies
Track service appointments, customer history and team tasks.
Industrial Machinery Services
Connect machine, customer and technical service history in one system.
Maintenance and Repair Companies
Manage service records, field tasks and customer follow-up through one process.
Field Service Teams
See field staff tasks and service activities centrally.
After-Sales Service Teams
Manage after-sales customer requests, tasks and communication history inside the CRM.
Move Your Technical Service Process Beyond Spreadsheets and Personal Tracking
Start managing service records, customers, devices and team tasks through one shared CRM process.
FREQUENTLY ASKED QUESTIONS
About Technical Service CRM Software
What is technical service CRM software?
Technical service CRM software helps centrally manage customers, service requests, devices, tasks, appointments and service history.
Can DinamikCRM track service records?
Yes. DinamikCRM's flexible module and field structure can be used to create processes suitable for technical service records.
Can customer devices be recorded?
Yes. The no-code module structure can be used to create custom records and fields for device or product information.
Can the service process be automated?
Yes. Actions such as task creation, notifications and follow-ups can be configured through the Automation Engine based on defined conditions.
Can I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days. No credit card is required to start the trial.
Bring Service Requests and Customer History Together
Use DinamikCRM to make technical service records, tasks and customer relationships more organized and visible.