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itrezzo Roles Service

Keep Customers Close

itrezzo keeps contact information at hand – both company and customer – for service teams.  The service department, and the field organizations of service-oriented companies, usually have employees who need both internal and external contact data, but do not need a full CRM history of every account. Licensing a CRM seat for them is not cost-justified, yet it is important to establish and maintain customer service teams around current and target accounts.


With caller ID reverse lookup now common in smart phones, the ability to view rich customer and outside resource details helps the service representative to prioritize inbound phone calls and supports high-caliber account management.

At a fraction of the cost of a CRM seat, the itrezzo Unified Contact Manager provides access to contact details for current and prospective accounts in one or more cloud-based CRM databases, such as SalesForce.com, in full compliance with licensing and subscription agreements and privileges.

Service team members benefit from itrezzo Unified Contact Management with:


Rich customer details

  • Prioritize inbound phone calls based on accurate Caller ID fields

World class account management
  • Instant access to contact a customer who is mobile helps to boost service levels

Simplicity of Deployment
  • NO desktop software is required.
  • NO mobile device software is required.
  • New users can be provisioned from a central administrative console. 

Contact itrezzo for an affordable approach to keeping contact information current and employees reachable with Unified Contact Management.