CRM
Turn enquiries into customers.
CRM Leads holds every enquiry with its source, priority and follow-up date, and lets you convert a lead into a service job when it is ready.
Feature list
What you can do in CRM
- Lead capture with contact details
- Lead source, priority and status
- Follow-up dates with due highlighting
- Assign a lead to a staff member
- Convert a lead into a service job
- CRM export
- Website demo requests arrive here as leads
CRM LeadsProduct preview
Product preview. In GJ5 ERP this is the CRM Leads module.
Key benefits
Why teams use CRM
1
No enquiry forgotten
Follow-up dates highlight leads that are due, so they are not lost.
2
Know what is converting
Summary cards show total leads, today’s leads, pending, high priority and conversion.
3
From lead to job
Convert a lead into a service job without re-typing its details.
See CRM in action
Book a free demo, or log in if you already use GJ5 ERP.