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.
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.
Get started with a Demo of the EasySmartForms software
EasySmartForms has a number of packages that group modules together to suit your specific project delivery and organisational needs: