What Is FastGem?

FastGem is a uniquely customizable CRM system designed specifically for third party utility providers (Satellite, TV, Internet, Home Security) and solar energy installation companies.

The Problem

Both third party home service providers and solar installation companies have the cumbersome task of exposing up-to-date information to their reps concerning their customers. Lead processing, technician installs, inventory management, and commission-based payroll can be especially difficult to manage.

FastGem Solves This!

Streamline virtually every aspect of your business with FastGem's customizable features.

504-383-0602

Customizable Permissions

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.


Cross-Portal Fraud Prevention

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.


Automated Quality Control

FastGem can automatically text customers, reps, and/or techs based on status changes, or before & after installation to confirm quality. Work order status automatically changes based on the customer's response to auto-texts. Additionally, internal reps have quality control queues that are generated based on milestones or customer replies.


Service Availability Checks

With FastGem's Address Verification tool, you can quickly check the service availability for a lead or customer's address with the click of a button! When this feature is enabled, users will be able to click on an 'Offers' button beside a lead/customer's address in order to quickly see all available service offers.


Customer Workflow

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.


Faster Processing

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.


Automated Rep and Processor Assignments

With automated rep and/or processor assignments, you can allow the system to assign incoming leads to your workers based on department need or language spoken.


Technician Scheduling/Calendar

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.


Instant Payroll

Payroll publishing is always up-to-date for easy access by the users it pertains to, and 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.


Referrals

FastGem supports referrals with a custom form automatically linked to the referrer who accesses/submits it. 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.


Customizable Forms

FastGem offers customizable forms of all types. Create an order form that links each order to the correct rep, or build verification forms specific to each provider. If your company uses installation agreements, your signed PDFs will be immediately available to view. The customer can sign forms with their finger and receive a copy for their records, as well!


Invoices & Payments

Create, e-mail, and record invoices and payments in half the time! Create subscriptions to charge customers automatically on certain dates, and send invoice records and payment links to customers directly from FastGem. Track total customer purchases over time, and customize templates that include all necessary details for the best record keeping possible!


Inventory Tracking

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.


Auto-Chargebacks on Consigned Inventory

FastGem allows you to chargeback technicians for inventory for any reason, and also allows you to set up auto-chargebacks to technicians for consigned inventory that has not been utilized for a pre-specified number of days. 


Reconciliation

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.


Reporting

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. Report styles vary from grouped columns to interactive kanban boards and more. In addition, every action taken within FastGem's software is logged for future reference.


Cutting-Edge Search Tools

Every list view in FastGem includes a Search bar, with record-specific, dynamic search fields, dropdowns, and multi-select fields, as well as the ability to search by keyword or ID number. Use keyboard shortcuts such as asterisks to further enhance search capabilities.


Fully Synchronzied

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.


Privacy Guaranteed

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?


Flawless Communication

FastGem offers inbox/composing features, as well as article-building capabilities for announcements/training across your instance. Our messaging features allow users to communicate with customers from within the software. Techs, reps, and processors can text each other from within FastGem as well, to keep everyone in the loop!


Time Cards

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.


Assignment Organization

With easy-to-use tickets and tasks that you can assign to entire departments or individual users, as well as easy communication and action tracking, organizing and tracking your workers' assignments has never been easier.


RingCentral Integration

Make and receive calls from within FastGem thanks to our integration with RingCentral. Calls are logged in the applicable customer's action logs.


Rules Engine

With FastGem's Rules Engine, you can set up custom instructions specific to your instance. With Rules, you can define any number of actions, which will trigger the system to alert users, append notes, add tags to records, and much more.


In-Store Register Options

With FastGem's Retail mode options, users can check out in-store customers using pre-set tax rates and ready-to-select item catalog lists.


B2B Accounts Organization

Using the new Accounts/Properties feature in FastGem, you can easily track portfolios, properties/accounts under those portfolios, leasing agents at those accounts/properties, your reps that sell to those accounts/properties, and orders within those accounts/properties!


Top-Tier Security

FastGem is constantly working to ensure your data is secure. Inactive session logouts, IP tracking and restriction services, user log-in limits, sensitive data encryption, instant user blocking, and suspicious lead blacklisting, are just a few of the ways FastGem protects your business.


FastGem's design is great on desktops...
...brilliant on tablets...
and perfect for mobile!

Integration

FastGem Offers full REST API for integration support. Every aspect of the system is designed to allow data sharing/updating in near realtime. We do not restrict you to just one VOiP or payment processing service. Instead, we integrate with yours!

Authorize.net, auth.net
BundleDealer, Bundle Dealer
CenturyLink, Century Link
Comcast, Com cast
DGS, Digital Global Systems
Dish, Dish Network
DTV, DWS, DirecTV
Five9, Five 9
Frontier, Frontier Communications
HSI Deals, HighSpeedInternet.com, High Speed Internet Deals
HughesNet, Hughes, Hughes Net
Mitel, Mitel Communications
Pipes.ai, Pipes ai, Pipes
RingCentral, Ring Central
SaraPlus, Sara Plus, Sara+, Sara +
Spectrum, Spectrum Internet, Charter Spectrum
stax, staxpay, staxbill, stax payment
USAEpay, USA Epay
Viasat
Vivint, Vivint Solar, Vivint SmartHome, Vivint.
Vonage, Vonage Business, Vonage Business Phone, Vonage Phone
Webhooks, web hooks
WhatsApp, WhatsApp Messenger, WhatsApp.com
Xfinity, Comcast Xfinity, X Finity
Zapier
Decrease in Processing Time
80%
Reduction In Overhead
75%

Simply Put

You will save time & money when using this software or there is NO charge.

Schedule a demo and get a glimpse of just how much you can save when switching to FastGem CRM!

OR

Call Us Directly: (504) 383-0602

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