CRM for maintenance
CRM Built for Maintenance and Field Service Companies
Generic CRMs are not built for maintenance teams. VectraManage includes a CRM designed specifically for field service companies — with client sites, equipment tracking, work order history and integrated billing all in one place.
Why Generic CRMs Don't Work for Maintenance Teams
Tools like Salesforce or HubSpot are built for sales pipelines — not for managing client sites, equipment assets, work order histories and maintenance contracts. Maintenance teams need a CRM that understands their operations, not a generic contact database.
What's Included in VectraManage CRM
- Client profiles with multiple sites and locations
- Equipment register per client and per site
- Full work order history per client
- Quotes and invoices linked to each client
- Maintenance contracts per client
- Contact management with notes and history
- Client portal (coming soon)
The 360° Client View
In VectraManage, every client record shows everything in one screen: all their sites, all their equipment, every work order ever created, every quote sent and every invoice paid. Your team always has the full picture — no searching across multiple tools.
Frequently Asked Questions
Is VectraManage a CRM or a CMMS?
VectraManage is both. It combines a CRM built for maintenance companies with a full CMMS — work orders, preventive maintenance, asset tracking and billing — in one platform.
Can I manage multiple client sites in VectraManage?
Yes. Each client can have multiple sites and locations. Equipment is tracked per site, and work orders are linked to the relevant site automatically.
Does the CRM include invoicing?
Yes. Quotes and invoices are built into the CRM. You can generate a quote directly from a client record and convert it to an invoice in one click.
Is there a free CRM plan for maintenance companies?
Yes. VectraManage offers a free forever plan with CRM features included. No credit card required.