The New Successware Platform Analytics-Driven, State-of-the-Art Business Management Solution for the Trade Industries

The New Successware Platform

We are excited to announce that we will be launching our new Successware® platform later this year! The new Successware is a state-of-the-art platform based on next-generation technology. This new platform will leverage flexible and secure cloud-based hosting and offer the most comprehensive functionality in business management software with the only built-in, complete accounting solution on the market.

Successware Connection Makes Customer Communication Effortless

Successware Connection™ our omnichannel communications platform, will be fully integrated in the new Successware platform. With Connection, you can conduct inbound and outbound calls and respond to or initiate texts and emails with customers.

Successware Connection is built directly in Successware, allowing you to easily make calls from multiple places within the platform. If you are in the customer record and realize they have an upcoming agreement service visit due, you can easily click on their phone number directly in the record and give them a call to quickly schedule an appointment. To learn more about Successware Connection and to watch a short video that highlights its features, visit our Successware Connection page.

The New Successware Features

The new Successware will feature the same functionality you have come to know and trust with Successware Classic, along with some updated features:

  • Extensive reporting dashboard with advanced analytic tools
  • Dispatch assistant making finding the right technicians effortless
  • Intuitive call handling allowing for easy collection of customer information
  • End-to-end business management solution with mobile application
  • Successware Connection - our omnichannel communications platform
  • Single sign-on and single payment
  • Intuitive, simple interface

The new platform is available for demos now.

The New Successware Platform FAQs
If you have any questions regarding the new Successware platform, contact your Account Executive or call 888-272-8009.
The new Successware platform is available for demos now. Click the button below to request a demo.

Request a Demo

Successware Features

  • Custom Reporting

    Reporting modules help you measure, track, and improve various areas within your business. From individual call taker and technician performance metrics to job profitability reports, Successware gives you the data you need to make important business decisions.

  • Integrated Accounting

    Fully integrated accounting – no double-entry of information into dispatching programs or bookkeeping software! Not only will this save time, but it will also allow you to better understand your business by running both your operational and financial reports on the same data.

  • Mobile Field Service Management

    Get your technicians onboarded quickly with Successware Mobile –intuitive design makes it easy to learn on the job, in the field. Detailed views of the job, the customer, physical location, and equipment are all available at your technician’s fingertips.

  • Customer Account Management

    Reach out to every customer who hasn’t had a visit in the last year, target individuals with old equipment that may need replacement, or offer special deals to your membership customers. All of this is easy to do with Successware!

Request a Live Demo