Lead Management System
Create and manage tasks for yourself for individual leads. The system will notify you when they task needs completing
Capture Calls, Notes and Complaints and send emails to your leads from the CRM tab
Upload attachments such as site documents or user manuals against the lead and when converted to a quote the attachment will be automatically synced through. Once the quote is accepted and converte3d to a job the attachment will be synced to the job for your mobile user to view on the job.
The access rights per user on the system will allow you to select a specific person/s to authorise leads. This will be handy in the case where you have a manager or supervisor who will need to make sure the lead or opportunity entries are actual companies.
With the ability to add in additional fields in the lead details section you can use the search filter available to search for specific leads and either print or export these for reporting purposes.
If you have a batch of leads, instead of adding each one manually, Eworks lets you import them all at once, saving you time.
Convert to quote
Convert a lead into a quote to build inhouse 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 to your customer.
Convert to customers
Convert a lead into a new customer or if the lead relates to a current customer the system will notify you with a conflict message which minimises duplicate customer entry into the system.
Call us: +44 0151 653 1926
Email us: [email protected]