Sales CRM Software

Sales CRM Software

Manage all your customer data in an all in one system

Eworks Manager can help with our favourable Lead Management Software! Managing leads and inquiries have never been easier with our all-in-one system. You can import potential customers, manage existing inquiries and market to all your contacts!

This sort of system is perfect for those of you who use telesales staff and companies that you outsource for your appointments. All your contact information is tracked and allows you to run reports based on how your sales team is performing, how much profit is coming in and track if you are losing money. With our report feature, nothing will slip through the net!

Also, our CRM Feature is a great addition to Eworks! CRM stands for Customer Relationship Management. Our CRM feature is intended to help businesses like yourself manage their customer data, interaction, information, complaints etc. A CRM feature is a great way to keep all your customer information in one place, digitally. And what could be more important than keeping up to date with sales figures? You got it! Managing your clientele!

When keeping track of jobs, invoices, leads, quotes and anything else regarding your customers within Eworks, our sales CRM software will track your customer history such as;

  • Customer Data
  • Customer Communication
  • Customer Information
  • Customer History
  • Customer Support
  • Complaints
  • Tasks
  • Jobs
  • Invoices
  • Notes
  • Calls
  • Emails
Emails can be sent from the system and can be synchronised from Outlook 365 into our system using our Outlook plugin, which can be easily installed with our short step by step guide on the system. All notes and tasks set are recorded against your potential lead or current customer. With great reporting in the system, you will never be in the dark about what is happening in your sales and customer service department again. Monitoring complaints are important, as your reputation is key and with our built-in complaints system you will be on top of this.

You will be able to track all your customer information so nothing passes you by 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.

If you would like to find out more information on Eworks' sales CRM software and have a free personalised demo of the software get in touch today!

Call us: +27 (0) 41 004 0045

Email us: [email protected]

Try free for 14 days

We offer FULL SUPPORT included in our pricing.