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 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

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. It will also act as your contract management CRM. 

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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...

The construction management system has been perfect for the company’s requirements to date. The company now is 90% online-based with EasySmartForms and the operational staff all using the smart forms app. The overall system and App has assisted to make the company more streamlined.