Engage Trade

EngageTrade is an easy to use system and mobile app that has been customised to work for the every tradesman. Keep everything in one place!

Builders, electricians, plumbers...any tradesman! Organise your customer data and log the jobs and services you have provided.

IOS & Android app included with digital signature and photo upload!

Here are some of the features inside EngageTrade

Enquiries > Contacts & Organisations

 Your CRM is here to manage all of your data
Convert Enquiries into Contacts & Organisations storing what matters to you!  

Website & Lead
Contact
Organisation 
Groups & Tags
Filters & Reporting
EngageTrade is available on all online browsers
Safe & Secure
Record Lawful Basis
Data Source and Dates
Manage Opt in/out
History & Audits

On the Go

EngageTrade and QuickCRM

IOS & Android app is ready to go for you!

As part of the EngageTrade package you will be able to download the QuickCRM app on your device and login to your system.

This app allows you to securely add information, log jobs and upload photos in one place!

Create & update contact information
Create & update Jobs
Locate jobs based on location (Maps)
Confirm jobs with customer signature!

Jobs

Products & Services

Create Jobs and link them to your Contacts & Organisations

One click to create a job and you can choose from a list of your Products with fixed costs and update quantity amounts (parts / equipment)

You can add your own Service lines to the job, this is a free text and any cost you type in

Save on double input! Jobs can be duplicated if repeated work takes place

When the job is done... capture photos and get your customer signature.

Watch the video of the app in action!

Add Products & Services
Status tracking and email alerts
Quote to Invoice 1 click
Customised PDF & Email Templates

CRM
Customer Relationship Manager

An online system & database that helps organisations of all sizes collect, manage and group their client data.

CRM can help improve all areas of an organisation from marketing & sales to contracts & delivery.

Keeping all of your interactions with your client in one place

Functionally very similar to the widely used SalesForce with a difference:

No User Licences
100% Control of the software

Customise your system to meet your needs, add fields & change layouts to ensure you capture  information important to your organisation!

Would you like a Demo?

For more information on how we can meet the needs of your organisation get in touch now!

REGISTER FOR YOUR FREE DEMO NOW!

Enter your details below and we will be in touch right away


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