Lead Management System
If you have a large accumulation of leads, Eworks lets you import them all at once, saving you the time of adding each one manually.
Convert to customers
Convert Leads into New Customers. If the lead relates to a current customer, the system will notify you with a conflict message. This message minimises duplicate customer entry into the system.
Create and manage Tasks for yourself for your own individual leads. The system will notify you when the tasks need completing.
Easily capture calls, notes, complaints, and send emails to your leads from the CRM tab.
Upload Attachments such as site documents or user manuals to any given lead. When converted to a quote, the attachment will automatically be synced. Once the quote is accepted and converted to a job, the attachment syncs to the job for your field worker to view.
The access rights per user on the system will allow you to select a specific person/s to authorise leads. Authorisation is handy in the case where you have a manager or supervisor who needs to make sure that the lead or opportunity entries are valid.
Create additional fields in the lead details section, where you can use the available search filter to find specific leads and either print or export these for reporting purposes.
Convert to estimates and quotes
Convert a lead into a quote to build in-house, and print or email it to your customer. Schedule a sales appointment for your field technician to do an onsite inspection before creating a quote to send off to your customer.
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