Case Study: Sera achieves seamless home services operations with CallRail

SERA streamlines home services communications with CallRail and cuts back-and-forth office updates

The customer, SERA, a provider of Field Service Management software for home services businesses, faced a challenge as their platform lacked integrated call tracking. This gap meant customer communications weren't connected to jobs, leading to miscommunication, manual record-keeping, and a disjointed operational experience for their clients. To enhance their product without building this capability in-house, SERA sought a partnership with CallRail.

By integrating CallRail's call tracking, conversation intelligence, and Lead Center app via its API, CallRail provided the solution. This gave SERA's platform a built-in phone, automatic call transcription, and a unified communications inbox. The results for SERA's customer, Robinson Air, included drastically reduced internal back-and-forth, improved customer service visibility, and time savings for both office staff and field technicians.

SERA