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