Manage Your Interactions With Your Clients and Suppliers in One Place using Outlook Integration. For a 14-Day Free Trial, click here!

Make Notes of Calls and Responses

Transfer emails to our system with our Outlook Integration

Track and Monitor Grievances and View History to Solve

Monitor Tasks and Receive Alerts on Jobs

CRM Software - Customer Relationship Software to enhance the connection between your company and your clients

Manage all your Client and Supplier data within our all-in-one CRM Software Solution

With our CRM feature, you can track and manage all your client information. This ensures nothing slips through the cracks! The CRM tab is available on the jobs, invoices, quotes and many other sections of the system, making it simple to find and easy to manage.

Our CRM feature was developed to maximise business organisation, management, and success. This will keep your business organised and efficient when it comes to your clients and help your business meet its overall goals and objectives.

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Enhanced Communication Storage with Outlook Integration

Eworks Manager integrates with Outlook to import clients and client communications. This produces a full history of all communications with your customers and allows workers to keep up-to-date with all dealings with the customer and any grievances they may have reported. Our Outlook feature ensures emails are synced and stored against clients so that no information is ever lost or overlooked.

Record and Track Calls and Responses

Our Customer Relationship Software allows you to capture all telephonic communication details for referral. You can then attach user notes to these calls for any actions or answers, ensuring you have a full history of all client communications.

By making use of our software, you can keep your team updated on the latest interactions with your customers and improve your business relationships by keeping in contact with your clients, all while managing your daily schedules.

Fully Integrated within our Job Card Management Software

With our CRM Management Software integrated into our Job Card Management Software, it allows you to store all your client data in one system. You can extract quotes, tasks and invoices for each customer and run full reports on each action made within a client's account. This lets you see which clients are making you money, which ones you struggle to get payment from, or which ones have repeat problems.

Monitor Tasks and Receive Alerts on Job Actions

Tasks are allocated to jobs and clients, and the progress can be tracked within our CRM Management Software. This allows you a full view of all customer interactions and to create alerts for each task and job linked to a customer. Notifications could be anything from the customer making an appointment through the customer portal to a worker arriving on-site and notifying the client of his arrival.

The Complete Business System

Some additional features that would benefit your business

CRM Software FAQs

1What is CRM Management Software?
CRM stands for customer relationship management. Customer Relationship Software is a bundled package that helps businesses organise and access customer information easier. Our CRM Software takes all the information gathered in our system and consolidates it into a customer view, providing you with every bit of information relevant to a customer.
2What can I do with Customer Relationship Software?
Implemented correctly, a CRM System will store and manage your customer and prospect data, track your communications and help you win more customers by boosting your sales team's capacity to close deals. It will also promote your support team's customer service and automate your marketing.
3Why is it important to use CRM Software?
CRM Software helps sales representatives schedule their diaries more efficiently and prioritise duties to ensure customers are not overlooked, and prospects are contacted on time. Customer Relationship Software allows sales reps to spend more time with clients, which leads to more sales and a larger customer base.

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