Customer Managmenet

Customer Resource Management Software for Field Service Teams

Know exactly which customer owns which machines and see complete asset service history in one place with a customer data management platform for machinery manufacturers and distributors.

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Why Field Service CRM for Machinery Manufacturers Drives Efficiency

Increase Revenue

See your full installed base by customer and machine to spot upsell, cross-sell, and renewal opportunities instantly.

Proactive Service

Schedule recurring maintenance per asset and customer so you know exactly when to reach out, visit, and generate repeat business.

Centralise Customer Information for Service Teams

Manage all customer information in one customer management platform and connect it directly to machines and service activities.

Store customer contacts, locations, and service-relevant details centrally

Link every customer to their installed base automatically

Replace scattered spreadsheets and notes with one shared customer view

Understand Customers Through Their Installed Base

See customers, not just as accounts, but through full machine context that you service for them.

View all machines, sites, and assets per customer in one interface

Understand service relevance based on asset type, age, and status

Support informed service decisions with full installed base context

Track Service Activity Per Customer

Build a complete service record for every customer across all machines and interactions.

View tickets, work orders, and service history per customer

Understand recurring issues and service patterns across the installed base

Improve service quality with historical customer insights

Manage Customer Sites and Locations

Structure complex customers with multiple plants, sites, and regions.

Organise customers with multiple locations and production sites

Assign machines and service activities to the correct site

Support global customers with consistent customer data structures

Build & Track Sales Pipeline

Prioritise opportunities with a clear overview of your deals at every stage. Makula’s Field Service software helps you visualise your pipeline from first contact to closed order.

Define custom stages like Lead, Offer, and Won/Lost.

Drag and drop opportunities across your pipeline

Monitor deal values and closing probabilities

Frequently asked questions

What is customer management software for field service?

Customer management software for field service lets machinery manufacturers and distributors link customers with machines, service history, contracts, and site information all in one place. It provides a single view of each customer’s owned assets, helping teams track history, schedule visits, and grow service revenue.

Who should use Customer Management in Makula Field Service?

Customer Management in Makula Field Service is built for after-sales, service, and support teams rather than sales organisations. It is ideal for machinery manufacturers and distributors that need to manage customers based on machines, service history, and operational context instead of sales pipelines.

How is Makula's Customer Management different from a traditional CRM?

Makula Field Service focuses on machines, assets, and field service workflows rather than leads, deals, and sales pipelines. Unlike a traditional sales CRM, this customer management software for field service teams avoids sales-centric complexity and ensures all customer data is relevant for service execution, asset history, and ongoing customer support.

How does Makula Field Service connect customers and machines in one system?

Makula Field Service links customer records directly to individual machines, including service history, maintenance, warranty data, and past interactions, so teams never work with disconnected systems. This avoids lost information and improves decision-making in the field.

Can Customer Management scale for growing service organizations?

Yes, Makula Field Service is built to scale from small field service teams to large global after-sales organisations. Customer Management maintains structure and clarity even as customer and asset numbers grow.

How does Customer Management support customers with multiple sites?

Makula Field Service supports complex customer structures with multiple sites, plants, and regions. Machines and service activities can be assigned to specific locations while remaining visible at the customer level.

Das sagen unsere Kunden über uns

Seit der Implementierung von Makula im Juni 2023 haben wir eine drastische Reduzierung der Fehler und eine deutliche Steigerung unserer Effizienz nach dem Kauf festgestellt. Makula hat unsere Prozesse optimiert, sodass wir unseren Kunden einen schnelleren und genaueren Service bieten können. Dies hat nicht nur die Kundenzufriedenheit verbessert, sondern auch zusätzliche Einnahmen durch monatliche Verkäufe generiert.

Robert Thornton

Sales Director

Die Effizienz und Klarheit, die Makula in unseren Kundendienst gebracht hat, ist beispiellos. Unser Team ist besser aufeinander abgestimmt, unsere Kunden sind zufriedener und unser Umsatz steigt. Sehr zu empfehlen!

Norbert Kaiser

Managing Director

The overview of all the latest offers, spare part orders, invoices, and service reports, helps the customer enormously. The software has really developed very well and Makula is doing a great job. The service is great, if I need something, there is always an answer from Karina very quickly.

Michael G.

Chief Executive Officer

We have had a great experience with the Makula team from the sales process to onboarding and then helping with day to day support if needed. The team are always quick to come back to us and provide solutions to requests. The platform is easy to access and navigate and Makula have already incorporated most of the functionality we need. This enables us to support our customers with the tools and resources they need to order spares, access machine information or book service visits.

Lizzie W.

Marketing Executive

The software is very user-friendly and intuitive to use. The team assists very intensively with the transformation process and onboarding. We have managed to integrate the tool into our daily processes, thereby promoting our internal coordination and ultimately our spare parts sales.

Flynn S.

Advisory Board Member

Dank der Implementierung von Makula haben wir eine vollständige Rückverfolgbarkeit aller Kundenanfragen erreicht. Wir haben alle Kundenbeziehungen auf einer einzigen Plattform zusammengefasst, was unsere Reaktionszeiten und unsere betriebliche Effizienz erheblich verbessert hat

Fernando Neves

Global Customer Support Manager

Seit wir Makula verwenden, haben wir eine breitere Perspektive auf die sich entwickelnde Welt des digitalen Kundendienstes gewonnen. Die Software hat sich nahtlos in unsere Prozesse integriert, den Betrieb verbessert und neue Erkenntnisse geliefert. Es ist eine sanfte Erinnerung an die potenziellen Möglichkeiten, die KMU-Maschinenlieferanten in diesem digitalen Zeitalter offen stehen.

Erik Döinghaus

Managing Director

Makulas Plattform hat das Spiel für uns verändert. Das Onboarding verlief unglaublich reibungslos, und die Benutzerfreundlichkeit des Systems hat die Effizienz unseres Kundendienstes erheblich verbessert. Unsere Techniker sparen jetzt täglich mehrere Stunden ein, da sie weniger Zeit für Telefonanrufe und das Durchsuchen verstreuter Dokumente aufwenden müssen.

Edward Herbert

COO & Founder

Als Nutzer von über 30 Maschinenmarken kann ich mit Bestimmtheit sagen, dass die After-Sales-Plattform von Makula transformativ ist. Sie verbessert und optimiert nicht nur die Kommunikation mit OEMs — sie revolutioniert sie und sorgt für eine beispiellose Kundenzufriedenheit in einer zunehmend komplexen und dynamischen Produktion

Christopher Staub

Chief Executive Officer

Sind Sie bereit, Ihre Maschinenwartung zu transformieren?

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