QUOTING AND LEAD MANAGEMENT SOFTWARE
Track every lead, speed up quoting and close more jobs. Nothing slips through the cracks and no money is left on the table.
WIN MORE WORK WITH LEAD MANAGEMENT SOFTWARE
Stop losing work to slow quoting and forgotten follow-ups. Track leads, send quotes fast and follow up quickly. Turn more quotes into booked jobs, ready for your team.
Never lose a lead
Spreadsheets, sticky notes and failed follow-ups – stop losing leads to a paper system. Manage all enquiries online, in the cloud, and in one place.
Send quotes faster
The first quote in a customer’s inbox usually wins the job. Create quotes quickly and send them instantly.
Know what’s in the pipeline
Leads, quotes and jobs – all in one place. Know exactly how much work you’ve got lined up and how much money is in the pipeline each month.
Lead management software in practice
See how you can use our lead management system and quoting software to get more jobs.
More booked jobs
Add leads, turn them to customers and book site visits. Turn interest into paying work without spending all your time on admin with lead management software.
Quote anywhere
Don’t wait until you’re back at the office. Create and send quotes on site from your phone. Turn them into jobs as soon as customers are ready to start.
Standardise quotes
Start with a ready-made template or build your own. Every quote looks professional and covers every detail, whoever sends it.
Automate reminders
Stop chasing for an answer. Set up automatic email reminders for quotes waiting to be accepted. Let quoting software handle follow-ups for you and focus on work that matters.
Track your pipeline
See how many leads and quotes you're working on. Know how much money could be coming in this month, so you always know where your business stands.
Track progress
See how many quotes are being accepted and see where you’re losing jobs. Figure out what’s working and what you can fix to bring in more work.
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Invoicing
Once the job’s done, invoice straight from the same system. No switching between tools. Go from quote to cash without any extra admin.
Job scheduling
Fill your diary, keep your team busy and spend less time planning. See who’s available, spot gaps and book jobs faster, all from one place.
Customer portal
Let customers manage jobs through a portal. Fewer phone calls, more time for work and a smoother experience from the first interaction.
For electricians
MORE TIME ON THE TOOLS
For plumbers
READY FOR WHATEVER THE DAY BRINGS
For gas engineers
READY WHEN THE INSPECTOR CALLS
For fire safety engineers
NEVER MISS AN INSPECTION
For security system installers
EVERY SITE SECURE. EVERY VISIT LOGGED
For contractors
MORE CONTROL ON EVERY PROJECT
For landscapers
EVERY JOB HANDLED IN EVERY SEASON
For facility management
EVERY SITE AND CONTRACT IN HAND
For HVAC
FAST RESPONSE. EVERY TIME
For environmental services
EVERY VISIT LOGGED. EVERY RECORD READY
For medical services
STAY ONE STEP AHEAD OF INSPECTIONS
For windows and doors
FROM FIRST ENQUIRY TO FINAL SIGN-OFF
For renewable energy
INSTALLATIONS ON TRACK. PAPERWORK IN ORDER
For cleaning services
EVERY CONTRACT MANAGED. EVERY CLIENT CONFIDENT.
For construction
KEEP EVERY PROJECT ON SCHEDULE
Frequently Asked Questions
With Eworks, you capture every lead in one place, then move it through your pipeline from first enquiry to booked job. Send quotes fast, set automatic reminders for the ones waiting on an answer, and see how much work and money you’ve got coming in, so nothing slips through the cracks.
They overlap. CRM software is about managing customer relationships, while lead management software focuses on tracking enquiries and turning them into booked jobs. Eworks brings both together, so your leads, quotes and customers all live in one place.
Yes. Instead of waiting until you’re back at the office, create and send quotes on site from your phone, using templates, so every quote looks professional and covers every detail. The first quote in a customer’s inbox usually wins the job, so use Eworks to get quotes out faster.