Mobile CRM

Mobile CRM

What is Mobile CRM?
CRM stands for Customer Relationship Management. CRM is intended to help businesses manage their customer data, interaction, information, complaints etc. Our CRM feature is a great way to keep all your customer information in one place, digitally, and comes in handy whilst using the Eworks App so you can keep track of your customers all in one place.

Record a potential lead for a new piece of work or estimate using our App to then process it at a later stage. When sales staff generate leads for you, they can simply record that lead on the App and all the information is stored for office processing. With leads being totally customisable, the information you require can be entered easily. This is a great way to get rid of all that paperwork. Using Eworks mobile lead management software, connecting your office with the field is effortless.

So How Does CRM work with Eworks?
When keeping track of jobs, invoices, leads, quotes and anything else regarding your customers within Eworks, our ‘CRM’ tab will track your customer history such as;

  • Customer Data
  • Customer Communication
  • Customer Information
  • Customer History
  • Customer Support
  • Complaints
  • Tasks
  • Jobs
  • Invoices
  • Notes
  • Calls
  • Emails
With this Eworks feature, you will be able to track all your customer information so nothing slips through the net and all with just a few clicks of a button! The CRM tab is present on jobs, invoices quotes etc so it is easy to find and easy to manage.

Our CRM feature has been built to maximise business organisation, management and success. Not only will this keep your business organised and efficient when it comes to your customers, but this feature has been built so your business can meet its overall business goals and objectives.

If you would like to find out more information about our useful CRM feature on Eworks and see how it works with the software, then please get in touch today where we can give you a free, online personalised demonstration of the software which will be tailored to how your business works!

Please contact us via email, website or feel free to give our office a call, we would love to chat!

Call us: +27 (0) 41 004 0045

Email us: [email protected]

Try free for 14 days

We offer FULL SUPPORT included in our pricing.