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

Request a Demo

EasySmartForms has a number of packages that group modules together to suit your specific project delivery and organisational needs:

Diverse Data Collection

From photos, to sketches, location, or weather, collect a variety of data types.

Multiple Device Platforms

Available on all iOS and Android devices, including tablets and phones.

Offline & Online Working

Work Offline. Online. All the time. Connect via 3G, 4G, 5G or Wi-fi.

Teamworking

Collaborate effectively as a team by using the most up-to-date data.

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.

Diane L, Provider of housing solutions

Case Studies

Construction Contractor

"If our business requirements change, then EasySmartForms can accommodate it."

Asbestos Removal

“We feel we have control of our business information."