CRM & Estimating

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 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

It 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.

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

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Great experience from start to finish and the support along the way has been second to none. It has made my scheduling a hell of a lot easier and I like the ease of the functionality that has freed up a lot more time for me to be able to do other things.