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