Platform | 02 / CRM

Every client. Every asset. Every interaction.

A CRM built for service businesses, not sales pipelines. Track customers, their assets, their service history, and every communication in one unified record. Industry-specific by design.

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The problem

Generic CRMs were built for sales pipelines. Service businesses don't sell once.

Most CRMs are built around the sales funnel. Lead. Opportunity. Closed deal. Repeat. But service businesses don't sell once and move on. You serve the same customer 10, 50, 200 times over years. You manage their assets. You remember their preferences. You track every interaction. Generic CRMs force you to bend their pipeline language around your work. CoreOP is built the other way around.

Industry-specific assets

Built for what your industry actually tracks.

Generic CRMs ask you to bend their fields around your work. CoreOP gives every industry its own asset model with the right data shape, the right terminology, and the right workflows built in.

AVIATION

N847KP

Citation XLS · 2018 · Apex Aviation Holdings

Based at KAPF · Ground

Aircraft

  • Tail number
  • Make and model
  • Year of manufacture
  • Owner registration
  • Base airport
  • Live flight status
  • Service history per aircraft

Live for Aviation Detailing Software

AUTO

ABC 1234 · TX

2022 Tesla Model Y · Pearl White

18,400 mi

Vehicles

  • License plate
  • Make and model
  • Year of manufacture
  • Body style
  • Color
  • Plate Number
  • Mileage tracking

Coming with Auto Detailing Software

CONSTRUCTION

1247 Oak St · Plano TX

Single family · 2,847 sqft

Built 1998

Properties

  • Address
  • Square footage
  • Property type
  • Year built
  • Lot size
  • Project history
  • Permit data

Coming with Construction Management Software

MARINE

Sea Star II

42 ft · Sport Cruiser

Hull ID: ABC42...

Vessels

  • Vessel name
  • Make and model
  • Length and type
  • Hull identification number
  • Marina or slip
  • Service history

Coming with Marine Detailing Software

Unified customer view

Every interaction. Every asset. One record.

When a customer calls, your team sees everything. No tab switching. No searching across systems. The full context of every relationship, always one click away.

Multi-asset tracking

One customer can own dozens of aircraft, vehicles, vessels, or properties. Each asset has its own record, its own service history, and its own context.

Service history per asset

Every job ever performed surfaces in the asset's record. Last service date, services performed, photos, notes, who performed the work.

Communication threading

Emails sent, SMS sent, calls logged, notes from team members, agreements sent and signed. All threaded into one timeline per customer.

Asset-level custom fields

Add the fields your industry actually needs. Hangar location, fleet group, owner preferences, contract type. Different fields per asset class.

Smart reminders

Recurring service reminders trigger by asset. Quote follow-ups trigger by customer. Win-back campaigns trigger by lapsed customers.

Document management

Agreements, certificates, photos, and compliance records attached to customer and asset records. Signed via VDR with full audit trail.

Customer portal

A portal customers actually use.

CoreOP gives every customer their own secure portal. They approve quotes, pay invoices, view service history, message your team, sign agreements through the VDR, and track project progress. The portal carries CoreOP branding with your business name and customizations applied.

  • Approve quotes and pay invoices
  • View service history per asset
  • Book new services
  • Message your team
  • Sign agreements through the VDR
  • See scheduled jobs and project progress
  • Upload photos and documents
  • View their entire asset portfolio

Connected layers

CRM is the second layer of CoreOP's platform.

Every customer in CRM came from a captured lead. Every job scheduled in FMS pulls from CRM data. Every invoice generated in ERP attaches to the right customer record. One unified record, flowing through every layer.

01

Lead Capture

Every CRM customer started as a captured lead with intelligent enrichment.

Learn more

03

FMS

Customer and asset records flow into job dispatch and crew scheduling.

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04

ERP

Every invoice attaches to the right customer record, every payment reconciles.

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Stop losing customer context every time someone calls in.

See how CoreOP CRM works for the aviation industry today, with auto, marine, and construction in development.

See CoreOP productsRequest a demo