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 have enjoyed a close working relationship with EasySmartForms throughout our 15 year history. They have been agile and responsive whilst maintaining the integrity of their systems at all levels e.g. security and operational functionality. They are open to the change and challenges required by their clientele in an ever demanding environment.