Suprata Suite · Customers & communication

Suprata CSR

The front desk, built for speed.

Suprata CSR gives the people answering your phones one screen to find a customer, take the call, book the work and start a job. When a known number calls, the account opens on its own. New customers are created in seconds, while the caller is still on the line.

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Part of Suprata Suite Set up in minutes 5 help articles

What’s included

What CSR does

8 capabilities, connected to every other module in Suprata Suite.

On the call

4
  • Instant customer search by name, company, email or phone, even with a partial entry
  • The caller's account opens automatically when the number matches
  • Open jobs, balance and history in view before you say hello
  • New accounts created in seconds

Booking the work

4
  • Create a job from the call and it appears in scheduling right away
  • A Booked Calls panel that tracks every appointment you set
  • Text confirmations and reminders sent through Suprata Message
  • Built for busy phone days with high call volume

Screens

CSR at work

Screens from Suprata Suite with made-up sample customers. Click any screen to enlarge it.

The communication screen with live calls, booked calls and open jobs for the caller
A dispatch view showing today's jobs across teams

Help center

Learn CSR step by step

Plain-English guides from the Suprata help center, with the judgment calls that make setup go right the first time.

Onboarding a Residential Customer A new household calls. The full new-customer flow — search first, create the Account, capture the Contact, set terms, schedule the first appointment… Onboarding a Commercial Customer Onboarding a business is fundamentally different from onboarding a household — multiple contacts, Net terms, possibly an agreement, possibly… Communication: customer calls, texts and email in one place Communication puts every customer call, text and email in one screen: who's on the phone right now, every conversation by phone number or email… Handling a Rush Job or Emergency Same-day or after-hours service. The shortcuts that work, the shortcuts that bite, and how to document well enough that the inevitable billing… Appointment Confirmations and Reminders Confirmations and reminders cut no-shows in half — but only when they're tuned right. Here's the timing, what each message should say, and the…

One platform

Part of something bigger

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability.

  • One record. CSR reads and writes the same customers, jobs and dollars as every other module.
  • Live numbers. Everything it does lands in dashboards and reports right away.
  • Room to grow. Rules, forms, workflows and reports can be customized as far as you need.
See the platform

Works hand in hand with

Suprata CRMEvery customer, contact, location, boat and asset in one record, with balances, history and notes beside them. Suprata ScheduleA drag-and-drop dispatch board and calendar, recurring appointments and GPS route optimization. Suprata TalkA business phone that works from any phone, with call recording, transcripts and missed-call text-back. Suprata MessageTwo-way texting and email from the customer record, with templates, a shared inbox and quiet hours.

Suprata Suite

Get CSR tonight

See which plan includes CSR on the pricing page, or book a demo and we’ll walk you through it.

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Or call 888-494-4335