Customer Relationship Management (CRM) 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!

Allow Customers to see Job Progress from the Customer Portal

Manage Customer Information & Transparency

Detailed Customer Reports for Every Stage

Full Communication & Job History

CRM System - Customer Relationship Management System to improve communication between your business and your customers

Manage all your customer data within our all-in-one CRM and Marketing Software.

The customer section within Eworks Manager lets you capture and manage all your customers in one system. Easily import your customers using our import template. You can also easily export customer information for use in other programs. This saves you the hassle of capturing customer information one by one. In Eworks Manager, you can also set specific payment terms and discounts for each customer which automatically adds to costings. This makes managing your loyal customers and late payers more effective in an all in one customer relations system.

Manage Your Interactions With Your Customers

Make Customer Relations more profitable with an all-in-one system.
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Give Your Customers Access to their Data through the Customer Login Portal

When giving your customers access to the customer login portal, you essentially provide them with access to request quotes and estimates, create new jobs for you, and view current appointments' progress. They can also view and add any notes made within the system, simplifying interactions between you and your customers. You can also enable the portal for each client individually. You can have unlimited customer logins with no extra charge.

Grow Your Customer Relations from One System

Our Customer Management System allows you to track calls, emails, tasks, notes, and complaints, whether job-specific or general. Eworks Manager offers an Outlook integration that lets you transfer emails directly from Outlook into Eworks Manager and store them against a client. This makes sure that all communication with your customers are reserved for future use.

Add Multiple Sites to Each Customer

If you have clients with multiple sites, you can easily add numerous sites, addresses and contacts against a customer. If work needs to occur at another location, you can keep a full work history in your system. Managing additional contacts for those sites is also made easy. We have an import template that is already created for you. All you have to do is populate the template and import it into your system. This way, you can find the information for the contact person at that particular site with ease.

Full Customer Reporting

The various reports available in the Eworks Managers System include; customer profit report, invoice report, complaints report and site turnover report. Knowing which customer makes you the most profit will make sure you are taking care of them. The invoice report will show you an overview of invoices for customers, including total amounts. The complaints report ensures that all issues are noted and quickly rectified 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.

The Complete Business System

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

CRM System FAQs

1What is a CRM System?

A CRM system is an invaluable customer relationship management system for any customer-facing business as it helps manage your communications through one easy-to-use portal. It also enables you to track everything related to communication between you and your customers, whether calls, emails, or even complaints.

Read more about our CRM Software & why it is important.

2Which businesses benefit the most from a CRM System?

In short – any business! If you have a company with an online portal that customers can log in to, you have a business which can benefit from a CRM feature. It can be integrated into your cloud management software for easy access and adapted for use on any website. No matter what your business offers in terms of services, you will find that a CRM set up will benefit your business.

Read more about what the cost of a CRM System may be.

3What are the Benefits of Using a CRM Tool?
  • Better customer relations.
  • Improved ability to cross-sell.
  • Increased collaboration between your team.
  • Improved efficiency in servicing clients.
  • Greater customer and staff satisfaction.
  • Increased revenue and profitability.
  • Cost savings or reductions.
  • Less client attrition.

One of the best uses of a CRM tool is to put everything you need to manage your customers in one place. This is massively beneficial for your staff and can boost collaboration and efficiency in your teams. This, in turn, can increase your revenue and profitability stream as tasks can be completed more efficiently. Any issue a customer may have can be logged in the system and resolved as quickly as possible.

Read more about the fantastic benefits of a CRM System.

4Is a CRM System intuitive?

Our CRM and Lead Management System is intuitive and easy to use for anyone. It is designed to streamline your business's customer management and can be used across various devices. Whether from a PC, a tablet, or a smartphone, you always know what is happening regarding jobs and customers. If you feel you need this level of control, do not hesitate to contact us about testing our CRM system for yourself.

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