Assign Leads to Your Sales Team
Manage and Store all Communications with Leads
Turn Leads into Quotes or New Customers
Manage Lead Information & Set Tasks against Leads
CRM Management Software - Lead Management Software ideal for your salesforce.
A Full-Featured Salesforce CRM System Designed to For Sales and Managing Your Leads Effectively
Eworks Manager's CRM Management Software can be used to capture and manage information regarding potential customers and new business opportunities.
Our system allows you to import, manage and convert leads to quotes or create tasks against leads. It also provides your sales team access to a more efficient system, with all of your leads information stored in one place.
Import Your Leads and Convert them to New Customers or Quotes
If your company have gathered an extensive list of leads, Eworks Manager allows you to import them into the system all at once, instead of adding each one individually. You can easily convert leads into customers on the system. You can also add a sales appointment for your mobile technician to do an on-site inspection before creating a quote to send off to your new customer.
Complete Salesforce CRM System and Task Manager
Allocate leads to your sales team and monitor them by capturing calls, notes, any complaints, and keep track of emails to and from your leads. Your sales team can create and manage new tasks against leads using our Task Management Software.
Add Attachments to Leads
You can upload attachments like site documents or user manuals and add them to your leads. When you convert the lead to a quote, the attachment will automatically be added on the quote.
Once the quote is accepted and turned into a job, the attachment will be synced to the job. This way your mobile users can view the attachments on the Mobile App.
Authorise Leads and generate Lead Reports
Our system has access rights per user for you to designate a specific person(s) to authorise leads. This is perfect managers or supervisors who need to ensure that leads or opportunities are valid. The lead details section lets you add additional fields, and you can apply the search filter to search for a lead to either print or export for Reporting purposes.