CRM & Estimating

Optimise Your CRM Strategy

The CRM module acts as a central location for client information, order history and enquiries. New enquiries are recorded and administered to a defined and easy to follow process. The CRM system has been modelled on the requirements of contractors and provides many options to price work and issue enquiries to the supply chain. 

Infographic about CRM & Estimating

Effectively Gather, Organise & Store Documentation

The CRM system includes a drawing register that acts as a common working environment for pre-construction documentation. It has a wide range of reports aimed at business development staff and pre-construction managers. It will also act as your contract management CRM system. 

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EasySmartForms has a number of packages that group modules together to suit your specific project delivery and organisational needs:

What our users say...

We use the EasySmartForms system for tracking the pipeline of opportunities and management reporting, so reporting what opportunities are out in the marketplace at that moment in time.The EasySmartForms contracts management system gives us an idea of what opportunities are likely going to be coming into tender so we can then manage the business; we know which tenders are coming in, what resources we are going to need for estimating and ultimately when the tenders are won, as well as what resources are out on site. I would definitely recommend EasySmartForms.