Features of the powerful new CRM include:
Create Customers with the ability to include Multiple Contacts and Multiple Locations with Customizable Tags for each contact Type, Status and Source
Easily add Customer Notes and Conversation Details for awesome record keeping and create Tasks using the note and call details
Create, Assign and Manage Tasks to ensure nothing is ever missed. Tasks can be manually created or automated with full history maintained.
Setup Automated Reminders - combining Email, SMS and Letter to maximise repeat business and client communication. Reminders can be sent to both customers and internal team members.
Send automated Job Update Notifications and delight your customers with real-time updates on the job status from creation to completion via SMS, Email and Letter.
Manage Leads and Enquiries with ease to win more business and never lose an enquiry again
Create Integrated Quotes in seconds
Convert Quotes to Invoices with one click
Full Xero Integration enables you to instantly see what has been invoiced, view any outstanding balances for that client, create new customer and supplier invoices
Store Client Documents such as Agreements and Site Plans in the Client file for easy access and reference.
View the Status and Detail of all Jobs related to the customer - completed, current and future.
View the Status and Detail of all Submitted Forms and Reports related to the customer