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’ve been using EasySmartForms for a few years now, so that’s given us a real insight into the areas we need to work on and it’s helped us as a team to get better at what we do. I often recommend EasySmartForms to other clients that I’m talking to; even I have to say to competitors that we come across in industry meetings and things. Where we’re talking about specific issues, I quite often mention the EasySmartForms contract management system to them and say they might want to take a look.