Metrology — CRM system for metrological work, calibration, and field service.

This CRM system designed for companies that provide services at client sites. It is ideally suited for all types of metrology work – including calibration (verification), installation, and replacement of measuring instruments. Combines ease of use, fast performance, and a comprehensive set of features needed to manage all metrology processes. Furthermore, the system can be easily refined and adapted to the individual needs of your business, making a flexible solution for growth and development.

Purpose and Capabilities

This CRM is specifically developed for enterprises engaged in on-site metrology services. This means the system takes into account all the specifics of the work of specialists who travel to client sites to perform instrument verification (calibration), install new measurement equipment, or replace faulty measuring devices. The CRM helps organize every stage of the work – from receiving a service request to full completion of the task:

• Client and Equipment Management: Store complete information about clients and the equipment installed at their sites. The entire history of calibrations and device replacements is kept in a single database, accessible in just a few clicks.
• Scheduling Field Visits: Schedule calibrations and installations at convenient times. The calendar and scheduling tools help distribute workloads optimally among specialists and avoid overlaps or missed appointments.
• Work Progress Tracking: Monitor the status of each job in real time. You always know what stage the work is at – from the technician’s dispatch to recording the calibration results.
• Documentation and Certificates: Automatically generate the necessary documents (calibration reports, installation reports, certificates) based on the entered data. This saves time and reduces the likelihood of errors when preparing documentation.
• Notifications and Reminders: The system will remind you in advance about upcoming scheduled calibrations or the need to replace a device. Neither you nor your clients will miss important dates – which is especially crucial for complying with metrological regulations and requirements.

Ease of Use and Speed

One of the key advantages of CRM is its intuitive interface. The system is designed so that both office staff and field specialists can use it with ease. Training to use takes minimal time – your employees can quickly master all the features without lengthy instruction.

Its modern, optimized architecture ensures the system runs quickly and without delays. Searching for information on a client or device, adding a new service request, switching between modules – all these operations are performed instantly. Thanks to this, your employees spend less time working with the software and more time directly providing metrology services.

Flexibility and Customization

Every business is unique, especially in the field of metrology where different companies may have their own specific processes and requirements. CRM is easily configurable to your needs: you can add the required fields, adjust the sequence of business processes, or integrate the system with software you already use.

If the basic capabilities are not enough, the functionality of Metrology CRM can be extended. Our team is ready to add new features or make necessary changes upon request. Thus, you get a solution that perfectly matches your workflows, and you can be confident that the CRM will evolve along with your business.

Practical Benefits for Your Business

Implementing CRM in a company providing metrology services brings tangible benefits:

• Increased Efficiency: Automation of scheduling and record-keeping reduces time spent on administrative tasks. Specialists can complete more calibrations and installations per day without loss of quality.
• Control and Transparency: Managers gain a full overview of all ongoing jobs and the state of equipment at client sites. This helps ensure calibration deadlines are met and allows quick resolution of any issues that arise.
• Improved Customer Service: Thanks to reminders about calibrations and prompt service, clients receive the necessary services on time. This increases their satisfaction and trust in your company.
• Regulatory Compliance: The system helps ensure no required metrological work is missed, which is important for adhering to government standards and avoiding fines for overdue calibrations.
• Scalability: As your business grows, CRM scales with it. Adding new users, expanding the client base or service list happens without any loss of system performance.

Metrology CRM is an easy-to-use, modern, and powerful solution for managing metrology services. With it, your company will be able to work faster, more conveniently, and more efficiently, offering clients the highest quality service.