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.
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: