Customer Relationship Management System

Manage Your Communications and Record Calls, Emails, Tasks, Notes and Complaints All in one with our CRM System. For a 14-Day Free Trial, click here!

A Full Featured Field Service Management System with a CRM Feature Designed to Manage Your Customer Interactions


  • Customer Login Portal
  • Manage Customer Information
  • Full Communication History
  • Manage Transparency
  • Customer Reports
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Manage All Your Customer and Supplier Communications.

Make Customer Relations a productive and profitable part of your business all in one system

CRM System

Customer Relationship Management

Customers

The customers section lets you capture and manage all your customers in one system. Upload your customers details using our import template. You can also easily export customer information for use in other programs. This saves you the trouble of capturing customer information manually one by one. In Eworks, you can also set specific payment terms and discounts for each customer which automatically adds to costs. This is great for managing your loyal customers and late payers more effectively in an all in one customer relations system.

Customer Login Portal

When you give your customers access to the customer portal they can log in and request quotes, create new jobs for you and view the progress of their jobs. They are also able to view and add any notes created within the CRM system, simplifying communication between you and your client. You can also enable this feature for each client separately. Control what your clients can see and have unlimited customer logins free of charge.

Customer Relations

Our CRM System offers you the facility to track calls, emails, tasks, notes, and complaints all in one place. Whether these are job-specific or in general, our marketing feature enables you to market to your existing customers by simply exporting them into MailChimp. Eworks offers an Outlook integration with an Outlook plugin that allows you to link any emails directly from Outlook into your Eworks account against a customer. This makes sure that any correspondence is stored in the cloud for future use.

Customer Sites

If your customers have multiple sites, you can easily add multiple sites, addresses and contacts against a customer. In the case where work needs to take place at another location, you can keep a full work history in your CRM Software. We have an import template that is already created for you to populate the template and import it into our system. This way you can find the information for the contact person at that particular site with ease.

Reports

The various reports available in Eworks’ CRM Software include; customer profit report, invoice report, complaints report and site turnover report. The invoice report shows you an overview of invoices for customers, including total amounts. The complaints report ensures that all issues are noted and rectified within SLA requirements to keep your customers satisfied and allow you to pick up on any complaint patterns. The site turnover report will show you a monthly total per customer, per site.

Outlook Integration

Transfer emails into Eworks system with our plugin

Record Calls

Record all your calls and track responses

Monitor Tasks

Monitor Tasks and get alerts to your jobs

Manage complaints

Track and monitor complaints and see the history to resolve

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