CRM System

Manage Your Communications and Record, Calls, Emails, Tasks, Notes, Complaints All in One System

CRM System

Customer Relationship Management

  • Create customers and set their payments terms so you can track there contracts
  • Customers can be imported into the system with a simple import facility from most other systems
  • Allow discounts for individual customers, these can be applied automatically to your costings
  • Have products or SOR's for individual customers, allowing you to construct individual price lists
  • Export customer information for use in other programs via our export feature
  • Marketing feature available for you to market to your existing customers, simple export into mailchimp
  • Customer login - Customers can log in and view the progress of there jobs. They can create new jobs for you, and approve invoices to speed up payments. This feature will need to be enabled for each client by you if required. You will have unlimited customer logins free of charge
  • Having the facility to track CALLS, EMAILS, TASKS, NOTES, COMPLAINTS all in one place. Whether this is job specific or in general
  • Outlook integration - Eworks Manager has an Outlook plugin that you can send any emails directly from Outlook into your Eworks account
  • You can manage all customer's site addresses, and contacts for easy communication
  • Run comprehensive customer reports - who do you make a profit from?

Call us: +44 0151 653 1926

Email us: info@eworksmanager.co.uk

Book a Demo Book a Callback Free Trial

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

Try our Software for 14 Days Free

Try our software for 14 days unrestricted totally free