Sales

Streamline your CRM and sales process with specialist software

Easily manage quotes and agreements

Save time and boost efficiency by keeping all your lead and client information in one place, with a drag-and-drop feature to rapidly create quotes and agreements

Search and validate addresses in real-time

Simply search in any address field, select from the list and Service Manager will automatically fill all fields and capture the geo-location ready to be used in the route optimisation system.

Generate unlimited agreements

Our software gives customers the ability to have both single and multiple sites, each with any number of agreements.

Instantly transfer customer agreements

When an existing customer is bought out by a new company, the admin can be a real hassle – changing contracts, invoices, delivery notes, receipts – they all need changing. Service Manager does it all for you with no need to duplicate information

Ease the stress of price increases

Single-click price increases can be made across the board, for a single customer, site, or customer base. Service Manager tracks all your data so you can easily make informed price increases when the need arises.

Ease the stress of price increases

Single-click price increases can be made across the board, for a single customer, site, or customer base. Service Manager tracks all your data so you can easily make informed price increases when the need arises.

Conveniently create a central cost center

You can quickly create a grouped cost center, containing multiple sites, customers, branches,or departments, allowing you to analyse costs and profit instantly.

Maximise your sales efficiency and boost productivity

Full CRM suite

Make the most of sales opportunities with lead management and improved customer support

Quick Quotes

Easy-to-use quote generator generates professional looking quotes in seconds

Instant Agreements

Turn quotes into full agreements and share with all relevant parties instantly

Unlimited Agreements

Cover multiple sites and customers with unlimited annual or monthly agreements

Fully Searchable

Advanced search function allows you to find contracts and details in seconds

In-depth Reports

Automatically track performance and create financial and operational reports