Manage Customer Information & Transparency
Allow Customers to see Job Progress through the Customer Portal
Full Communication & Job History
Detailed Customer Reports for Every Stage
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.
Give Your Customers Access to their Information Through the Customer Login Portal
When you give your customers access to the customer login 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. You will have unlimited customer logins free of charge.
Build Up Your Customer Relations from One System
Our CRM System offers you the facility to track calls, emails, tasks, notes, and complaints, whether these are job-specific or in general, all in one place. Our marketing feature is available for you to market to your existing customers, simply export them from the system and upload to your mail client. Eworks Manager offers an Outlook integration. The Outlook plugin lets you link any emails directly from Outlook into your Eworks Manager account against a customer. This makes sure that all communications are stored for future use.
Add Multiple Sites to One Customer
If your customers have multiple sites, that is no problem for Eworks Manager. 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 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’ CRM 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
Some additional features that would benefit your business
CRM System FAQs
A CRM system is a customer management system, with CRM standing for customer relationship management. It is invaluable for any business who deals with customers as it allows communication and connection through one easy-to-use portal. It will enable you to track everything related to communication between you and your customers, whether that is calls, emails, or even complaints. If you have to handle multiple customers, this is one tool which you need by your side.
Read more about a CRM System & why it is important.
- Better client relationships.
- Improved ability to cross-sell.
- Increased team collaboration.
- Improved efficiency in serving clients.
- Greater staff satisfaction.
- Increased revenue and profitability.
- Cost savings.
- Less client attrition.
One of the best benefits of using CRM tools is that it places everything you need for customer management in one place. This is massively beneficial for your employees, and it can boost team collaboration and efficiency. This, in turn, can lead to increased revenue and profitability as everyone can complete their tasks in a much more efficient manner. Any problem a customer may have can be logged in the system and taken care of.
Read more about the benefits of a CRM System.
In short – any business! If you have a business with an online portal that customers can log in to, you have a business which could benefit from a CRM database. It can be integrated into your cloud software for easy access from anywhere, and it can be adapted to be used on any website. No matter what your website offers in terms of stock or services, you will find that a CRM which is set up for small businesses will benefit you.
Read more about the cost of a CRM System.