Manage and nurture enquiries and online bookings effectively directly from within your Zoho CRM dashboard. Set up automated workflows to nurture your enquiries across a range of different services and channels such as email and SMS communications. 

Manage your jobs and workforce using a dashboard within Zoho CRM. This includes project management, time recording and job checklists specific to the type of engagement being set up. You can also set up custom reports for different job types e.g. maintenance, recurring jobs.

Manage your proposals/quotes, invoicing, online bookings and payments.  Our packs do not include the account set up within Zoho Books however this can be purchased as a Finance Pack add on.

Manage outstanding accounts by industry, region or group. 

This includes identifying outstanding projects and tasks and receivables.

Task management tools, Kanban boards, collaboration features, and performance metrics optimise task tracking and workflow efficiency.