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Field Service & AMC CRM

Stop Letting AMC Renewals Lapse and Service Calls Slip Through the Cracks

Track every annual maintenance contract to its renewal date, schedule technician visits without double-booking, and automate the follow-up that keeps recurring revenue recurring.

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Field Service & AMC CRM

Live sample workspace for Field Service & AMC: AMC contract tracking with frequency, value, equipment covered, and renewal date.

Open pipeline

42

+12% this month

Follow-ups due

9

5 automated

Response SLA

18m

-34% faster

Automation coverage

76%

AMC contract tracking with

1

Field Service & AMC Account

AMC contract tracking with frequency, value, equipment covered, and renewal

Rs. 2.4L

Automated renewal reminders that

1

Field Service & AMC Opportunity

Automated renewal reminders that flag every AMC approaching expiry so

Rs. 1.1L

Job and visit scheduling

1

Field Service & AMC Renewal

Job and visit scheduling that assigns each service call to

Rs. 78K

Custom pipeline stages and

1

Field Service & AMC Follow-up

Custom pipeline stages and fields built for AMC and field-service

Rs. 3.2L

Quick answer

Is HelloGrowthCRM right for Field Service & AMC CRM?

Yes. HelloGrowthCRM gives Field Service & AMC CRM a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons. It's built for the problems these teams actually hit — like aMC contracts lapse silently — renewal is 60% of the business, and it is tracked in an Excel column nobody sorts — rather than generic sales busywork.
  • AMC contract tracking with frequency, value, equipment covered, and renewal date logged against every client — DG sets, HVAC, elevators, fire safety, CCTV, RO systems, or any recurring-contract equipment
  • Automated renewal reminders that flag every AMC approaching expiry so contracts get re-signed instead of quietly lapsing
  • Job and visit scheduling that assigns each service call to a technician with a clear status from scheduled to en route to completed

See pricingBook a demo

01

An AMC book is only worth what you actually renew

Renewals are the highest-margin work you do

For a field service or AMC business, the annual maintenance contract is the core of the business model. A renewed contract is a client you already won — at near-zero acquisition cost — paying you again for work you already know how to deliver. Yet without a system tracking every renewal date, a steady trickle of contracts lapses quietly. Nobody notices until the client has already called a competitor for their next service.

Track every contract to its renewal date

HelloGrowthCRM records every AMC with its frequency, value, equipment covered, and renewal date, and flags each one automatically as it approaches expiry. Whether you service DG sets, HVAC systems, elevators, fire safety equipment, or industrial machinery, the same tracking applies — so re-signing contracts on time stops depending on someone's memory.

02

Scheduling and dispatch that keeps technicians productive

Double-bookings and missed visits cost more than they look like

A field service team's productive time leaks away through poorly coordinated scheduling — two technicians sent to the same area on different days, a visit forgotten until the client calls to ask where the engineer is, or a job assigned to whoever happened to be free rather than whoever knows the site.

A clear view of every job, every technician

HelloGrowthCRM gives you a job and visit schedule that shows what's booked, what's in progress, and what's overdue, assigned by technician. Each visit carries the client's service history, so whoever shows up knows what equipment they're servicing and what was found on the last call — which makes the visit faster and the client more confident in the business.

03

From site survey to signed contract without re-entering data

Quotes that stall lose the deal to a faster competitor

A field service enquiry — a new building wanting an AMC, or a one-off breakdown call — often goes to whoever quotes fastest and follows up most reliably, not whoever is cheapest. When quotes live in a separate document from the CRM, they get delayed, and delayed quotes lose deals.

One pipeline from enquiry to signed contract

HelloGrowthCRM keeps the enquiry, the site survey notes, the quote, and the signed contract in a single record, with automated follow-up so no quote goes cold waiting on a reply. Once signed, the same record becomes the AMC that HelloGrowthCRM then tracks through to renewal.

04

Automated reminders that replace manual chasing

Renewal chasing shouldn't depend on a spreadsheet reminder

Most field service businesses know renewals matter — the gap is usually not intent, it's a reliable system for acting on that intent every single time, for every single contract, without anyone having to remember.

WhatsApp and email reminders sent on schedule

HelloGrowthCRM sends renewal and upcoming-visit reminders automatically over WhatsApp and email, on the schedule you configure, without a rep needing to check a calendar. That consistency is usually the single biggest improvement a field service or AMC business can make to how much of its existing book it actually retains.

05

Reporting that shows where the recurring revenue actually is

Know your renewal rate, not just your revenue

Revenue alone doesn't tell you whether the AMC book is healthy — a business can grow revenue from new contracts while quietly losing renewals at a rate that will hurt it next year.

Contract and revenue reporting in one dashboard

HelloGrowthCRM reports on contracts renewed, contracts lapsed, jobs completed, and revenue by contract type, so you can see the health of the recurring book at a glance and act on it before renewal season catches you short.

AI & Intelligence

AI Features Built for Field Service & AMC

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Automated AMC Renewal Alerts

Contracts nearing renewal are flagged automatically so recurring revenue never lapses unnoticed.

Smart Follow-Up Sequences

WhatsApp and email renewal reminders send on schedule without a rep having to remember.

AI Lead Scoring

Prioritise new contract enquiries by value so your team quotes the most profitable jobs first.

Contract & Revenue Reporting

Renewal rate, lapsed contracts, and revenue by contract type compiled automatically.

Explore AI Agents

All AI features included on every paid plan. No add-ons.

Challenges we solve

The problems holding this industry back — and the fix

Every team in this space loses revenue to the same recurring gaps. Here is what they cost you and how HelloGrowthCRM closes each one.

  • AMC contracts lapse silently — renewal is 60% of the business, and it is tracked in an Excel column nobody sorts.

    Every contract's end date drives renewal reminders at 45 and 15 days for both your team and the client, so renewals happen before lapse, not after.AMC renewal automation

  • Preventive-maintenance visits are due 'sometime this quarter', which in practice means when the customer complains.

    Service schedules generate technician visit tasks automatically, with WhatsApp confirmations to the customer and GPS-verified visit logging.Scheduled service visits

  • 'Which of this client's fourteen machines is covered, and when was each last serviced?' has no quick answer.

    Each client record carries its assets, coverage and full service history, so any coordinator can answer coverage questions in seconds.Asset service history

  • Estimates for out-of-contract repairs go out and are never followed up, so billable work quietly evaporates.

    Repair quotes run through follow-up sequences with approval tracking, converting more estimates into work orders.Repair quote follow-up

  • Completed jobs wait weeks for payment because invoicing and collection depend on the owner's follow-up calls.

    Job completion triggers the invoice and a payment-link reminder cadence, so collection runs on automation instead of awkward calls.Invoice & collection automation

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • AMC contract tracking with frequency, value, equipment covered, and renewal date logged against every client — DG sets, HVAC, elevators, fire safety, CCTV, RO systems, or any recurring-contract equipment
  • Automated renewal reminders that flag every AMC approaching expiry so contracts get re-signed instead of quietly lapsing
  • Job and visit scheduling that assigns each service call to a technician with a clear status from scheduled to en route to completed
  • Custom pipeline stages and fields built for AMC and field-service sales — no generic sales pipeline to force-fit
  • Service history per client so technicians see what equipment was serviced, when, and what was found on the last visit
  • Quote-to-contract workflow that turns a site survey into a signed AMC without re-entering data
  • WhatsApp and email reminders for upcoming visits and renewal windows, sent automatically on the schedule you set
  • Task boards to coordinate multi-technician jobs, escalations, and follow-up visits without spreadsheets
  • Recurring invoicing and payment tracking for AMC instalments and one-off service calls
  • Reporting on contracts renewed, contracts lapsed, jobs completed, and revenue by contract type
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Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

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