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
Find Out More
EngageTrade is available on all online browsers
  • Safe & Secure
  • Record Lawful Basis
  • Data Source and Dates
  • Manage Opt in/out
  • History & Audits
CRM For GDPR

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

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!
Implementation
Starts from
£249one-off

  • UKFAST Shared Server
  • 3GB +/- Storage
  • Subdomain & Software set up
  • Initial Customisations
  • Online Training
QuickCRM - Mobile App
Control what users have the app
10per user / per month

  • CRM on Mobile
  • IOS & Android
  • Sync to mobile for offline
  • Sync Calendar
  • Take Photos and upload
  • Digital Signature*
Ongoing Monthly
Starts from
£25per month

  • UKFAST Shared Server
  • 1 User +/-
  • Ongoing Support
  • On Demand Training

*Remember we use Open Source software, this is a solution for below 5 users
Organisations starting with 5+ users please Contact Us

CRM devices

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 and change layouts to ensure you capture the 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!

Call 01793236 245
Email Us