Make Notes of Calls and Responses
Monitor Tasks & Receive Job Alerts
Track & Monitor Complaints & View History
Transfer emails to our system with our Outlook Integration
CRM Software - CRM Management System to intensify the connection between your business and your clients
Manage Your Customer and Supplier information with the best all-in-one CRM Software
Our CRM feature was developed to maximise business organisations, management, and service success. This feature will also help your business meet its overall business goals and objectives, improving productivity and boosting profitability.
Eworks Manager's CRM feature keeps a record of all your customer data. Furthermore, the CRM tab is present on jobs, invoices, quotes, and many other system sections, making it easy to find and manage.
Improved Communication Storage with Outlook Integration
Eworks Manager combines with Outlook to import customers and customer communications. This gives you a comprehensive history of all communication with your customers and allows mobile workers to keep abreast with their interactions and any criticisms they may have had. Our Outlook plugin guarantees emails are synced and filed against customers so that no data is ever lost or forgotten.
Record and Track Calls and Responses
Our CRM Management Software allows you to capture all telephonic communication details for referral. You can then add notes to these calls for any actions or responses, ensuring you have a full history of all client interactions.
Using this software, you can keep your team updated on the latest interactions with the customer and improve your business relations by keeping in contact with your customers while managing your daily workload.
Fully Integrated within our Job Management Software
Our Customer Relationship Management Software integrates into our Field Service Management Software and allows you to keep all your customer information in one place. You can extract quotes, jobs and invoices for each client and manage detailed reports on every action made within a client's account. This allows you to identify which customers are making you money, which ones you grapple with when receiving payment, or which ones have regular issues.
Monitor Tasks and Receive Notifications of Job Actions
Tasks are allocated to jobs and clients and can be traced within our CRM based software. This allows you to fully view all customer dealings and create alerts for each of the tasks and jobs linked to each customer. Notifications could be anything from the client making an appointment through the customer portal or a worker arriving on-site and alerting the customer of his arrival.