Lead Management System

Create, Manage and Distribute Leads Effectively and Efficiently. Monitor Sales and Performance. For a 14-Day Free Trial, click here!

A Full Featured Lead Management System Designed to Manage Leads and Potential Customers.


  • Assign Leads to Sales Staff
  • Manage and Track Communication
  • Manage Additional Lead Information
  • Monitor Leads
  • Convert / Manage Tasks
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Managing Leads and Inquiries Has Never Been Easier

You can import potential customers, manage existing inquiries and market to all your contacts.

Lead Management System


Import

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.

Tasks

Create and manage Tasks for yourself for your own individual leads. The system will notify you when the tasks need completing.

Full CRM

Easily capture calls, notes, complaints, and send emails to your leads from the CRM tab.

Attachments

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.

Authorisation

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.

Reports

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.

Call us: +61 (3) 9008 9902

Email us: [email protected]

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Import Leads

Import all your leads into one system - Distribute to your sales team.

Customised Data Field

Create custom Data Fields for necessary information required from Leads

Track Sales

Track Leads converted to quotes, and finally invoices for performance reviews

Reports

Generate Reports based on existing leads and conversions

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

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