NextCrew provides robust CRM capabilities designed to help you manage active clients and projects, streamline communication, and deliver exceptional service.
With integrated tools for tracking client preferences, rates, and crew assignments, you can ensure every client interaction is organized and efficient.
Key CRM Functionalities
Client and Prospects Management
Store and manage all client information, including contact details, locations, and related documents. Manage prospects, assign tasks, and track follow-up notes to grow your business.
Task and Follow-Up Tracking
Create tasks and log follow-up notes for each client or project, ensuring nothing falls through the cracks and all client needs are addressed promptly
Rate Management & Shift Differentials
Easily configure and track billing rates by client. Once set, rates are automatically applied to new job orders, saving time and reducing errors
.
Preferred and DNR Crew Tracking
Maintain lists of preferred crew members for each client, making it easy to assign trusted staff to future jobs. You can also track "Do Not Return" (DNR) crew to avoid reassigning them to specific clients
.
Incident and Performance Reporting
Log incidents, rate crew performance, and update timesheets directly within the client record, supporting compliance and continuous improvement
.
Client Self-Service Portal
Empower your clients with 24/7 access to essential features through the NextCrew client self-service portal and mobile app:
Create and Manage Jobs
Clients can post job requests online or via the mobile app, enabling them to request staffing resources anytime, anywhere
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Approve Timesheets
Clients can review and approve timesheets for their assigned crew, streamlining payroll and billing processes
View Jobs on a Calendar
Clients have access to a user-friendly calendar view of all their job requests, making it easy to track upcoming assignments and manage schedules
Mobile App Access
The mobile app allows clients to post job requests, approve timesheets, and manage their staffing needs on the go, with real-time notifications and updates
NextCrew’s CRM and client self-service tools help you deliver faster, more transparent, and more efficient service—while giving your clients the flexibility and control they expect from a modern staffing partner