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Integrate CRM

CRM for companies who need to manage their business and clients to the highest standards but do not want their teams to spend time endlessly updating complex systems.

As easy to use as it is flexible and powerful

access to everything anywhere

  • Remote Lead allocation

    Manage the business's enquiries out of the office

  • Know what your teams are doing

    Team diaries held centrally, enabling you to see what each team is doing, sales, survey, install and management

  • Organise your customer communications

    Fully integrated with outlook and google mail, calendar and contacts. Access your clients and their communications anywhere in the world from any device

  • One place to look for all information

    Each enquiry or customer has individual number for tracking dates, times, communicates, quotes and orders.

  • Postcode look up for accurate addresses

    Don't get lost. Fully integrated with googlemaps.

  • Maintain a consistent professional image

    Email templates with attachments. eg. appointment confirmations with company introduction, quotation cover letters with company introduction.

Know what your teams are doing

Team diaries held centrally enabling you to see what each team is doing, sales, survey install where ever the management team is located

Organise your customer communications

Fully integrated with outlook and gmail. Access you work anywhere in the world from any device

One place to look for all information

Each lead has individual number for tracking initial enquiry and later order and site survey information

Maintain a consistent professional image

Email templates with attachments. eg. appointment confirmations with company introduction, quotation cover letters with company introduction.

Get in touch now on 01344 669856