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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!  

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!

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!

Reports

See an overview of your business, 'how many new enquiries this month?'  

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:

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!