Lead Management System
Create and manage Tasks for yourself for your own individual leads. The system will notify you when the tasks needs 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 will be synced to the job for your mobile user to view.
The access rights per user on the system will allow you to select a specific person(s) to authorize leads. This is handy in the case where you have a manager or supervisor who needs to make sure that the lead or opportunity entries are legitimate.
With the ability to add in additional fields in the lead details section, you can use the available search filter to search for specific leads and either print or export these for Reporting purposes.
If you have a large group of leads, Eworks lets you import them all at once, instead of adding each one manually. This is a time-saving and efficient way to manage your leads.
Convert to quote
Convert a Lead into a Quote to build in-house, and print or mail it off to your customer. Schedule a sales appointment for your field worker to do an onsite inspection before creating a quote to send off to your customer.
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 minimizes duplicate customer entry into the system.
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