All of your employees are given access to only information they need to see, and no more. With layered permissions options and the ability to restrict by area as well as by provider, there is virtually no limit to the clearance levels you can curate and assign.
With FastGem's unique web Plugin, we are able to monitor all sensitive data (SSN, Credit Card, Phone Numbers, etc.) that your reps use across ALL of your portals (Spectrum, AT&T, Frontier, CenturyLink, etc.) and alert you instantly if any data point is reused more than once! Talk about peace of mind.
Simplify your follow-ups while ensuring better customer care! FastGem can automatically text customers before & after installation to confirm quality. The software can also automatically text customers, reps, and/or techs based on status changes. Work order status automatically changes based on the customer's response to auto-texts. Additionally, all internal reps have quality control queues that are generated based on milestones or customer replies.
FastGem is built on the premise of data management. All submitted/generated customer data is placed within a main portal, where data can be filtered/sorted/searched and exported, all with simple drop-down selectors.
FastGem's unique overlay system integrates with multiple platforms and allows for 5x faster order processing, removing the need for your employees to copy and paste customers' information or to switch back and forth between tabs.
Lead technicians and Internal Users can easily assign jobs to individual technicians. Each individual tech has access to their personalized calendar, with links to all pertinent information.
Payroll publishing is always up-to-date, so the minute an entry is cleared and finalized by a Payroll Admin, any employees it pertains to are able to view it. You control when accounts are marked as cleared for payment. FastGem also supports multi-downline overrides, volume-based pay tiers, and referral fees, all with the click of a button. Comps can be calculated automatically or be specified to an individual.
FastGem supports referrals with a custom form automatically linked to the referrer who accesses/submits it. Referred leads enter the system and are assigned to reps who follow up on the lead. Referrer fees are automatically calculated along with the rest of the commissions/comps for each order. As always, referrers can only see their own leads/customers/payroll.
FastGem offers FULLY customizable forms of all types. Create an order form that automatically links the order to the correct rep, or build Customer Verification forms specific to each provider. If your company uses installation agreements and/or disclosures, your signed PDF's will be immediately available to view. The customer can sign forms with their finger or stylus and receive a PDF copy for their records, as well!
Create, e-mail, and automatically record invoices and/or payments in less than half the time you're used to with our latest Invoices/Payments Feature! Create subscriptions to charge customers automatically on certain dates, and send PDF invoice records and payment links to customers directly from FastGem. Choose from different professional templates that include all necessary details on billing and payments for the best record keeping possible!
FastGem offers full inventory tracking and management. Record purchase orders, organize equipment, and track and consign all of your inventory from within FastGem. You can assign inventory to a customer instantly, and even generate invoices based on required equipment.
Never ask if what you're getting paid is accurate again. FastGem records what you are expected to be paid, and what you're actually paid, for each sale, and determines reconciliation automatically.
FastGem allows you to review your company data in easily-accessible reports that consolidate data on everything from rep standings, to sales trends, to installations, and more. In addition, every action taken within FastGem's software is logged for future reference.
FastGem AUTOMATICALLY pulls all data (new and updated) from source systems. Once data is inside FastGem, you can access automatic texting, sync to external systems, and more.
With FastGem, you never have to worry about the risk of your data being shared with ANY outside parties. We go the extra mile to make sure that your information is protected, and we will NEVER sign contracts with other providers that jeopardize this guarantee to our customers. Can you say that about your current CRM?
FastGem offers inbox/composing features, as well as article-building capabilities for announcements/training across your instance. FastGem's messaging capabilities also allow users to communicate directly with customers from within the software. Techs, reps, and processors can communicate with each other from within FastGem's customer records as well, to keep everyone in the loop about what's going on with the customers they are assigned to!
FastGem offers Clock In/Clock Out options for hourly employees, as well as timecard management and reporting capabilities, to keep easy track of employee time worked. Sign in/out options and project reporting are customizable.
Make and receive calls from within FastGem thanks to our integration with RingCentral. Calls are logged in the applicable customer's action logs.