Manage Customer and Supplier Interactions in One Place With Outlook Integration. For a 14-Day Free Trial, click here!

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.

Looking to Manage All Your Customer Information in One System?

Eworks Manager can help you achieve this.
Book an Online Demo
Let us take you through the software at your convenience!

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.

The Complete Business System

Take a look at some of our other great features that would benefit your business

CRM Software FAQs

1What is CRM Software?
CRM stands for Customer Relationship Management. Consequently, CRM is intended to help businesses manage their customer data, interactions, information, complaints etc. Our CRM Lead Management Software is a great way to keep all your customer information in one place, digitally in the cloud.
2What can I do with CRM Software?
Appropriately implemented, a CRM System will store and manage your client and prospect data, track your interactions and help you win more clients by boosting your sales team's ability to close deals. It will also improve your support team's customer service and automate your marketing.
3Why is it important to use CRM Software?
CRM Software helps salespeople schedule their diaries more efficiently and prioritise tasks to ensure customers are not forgotten, and leads are contacted promptly. CRM Software allows your sales team to spend more time with prospective customers, making it much easier to close deals and create a more substantial customer base.

Free 14-Day Trial, Start Today!

Manage your tradies and trades business easily. Switch to an all-in-one paperless management solution, today.

Secured data. No fixed-term contracts. No card details needed.