CRM
Customer Relationship Managment
FSM integrates a powerful CRM system tailored to capture and manage information specific to the aluminium joinery industry, following intuitive workflows designed for the industry.
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Effortlessly generate detailed and accurate quotes from customisable templates, eliminating the need for manual data entry, be at the forefront of the industry with interactive quote letters providing brochures, web links, and options for secure digital acceptance and signing.
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Effectively manage quote options, versions, tenders and complex variations, giving you greater control over margins and success rates.​
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Automated prompts ensure timely client follow-ups, allowing your team to optimise their efficiency and maximise their success with instant access to crucial information.
Save Time, Increase Accuracy, Impress Clients
The creation of complex quote letters, sale and purchase agreements and other documents is instant with FSM. It will provide your client quote specific tags and information interpreted without any data entry, while giving them interactive brochure links and the ability to electronically accept quotations, setting you apart from your competition all while saving your staff time
Bill of Material Management
Want to have full control over your pricing and costs? First you have to have an accurate picture of what a job will cost you. With full version and bill of material management you will always know your costs and have the ability to compare and report on them
Reports and Dashboards
With hundreds of reports and built in dashboards for all the main functions you will be able to get the information out of FSM in a way that suits your business. In the odd case you can't find something that suits a full report and dashboard writer are included
Look into the Future
Predicting future sales is like looking into a glass ball, with FS Manager we assist you in making future business decisions by providing a sales predictor that isn't simply based on a metric like hit rate. It takes you current real world hit rates, average sales days, lead times and other information to translate it into a prediction. As a user you can intervene and change the logic as a group or on a specific job basis allowing you to create reasonable accurate predictions of future sales and factory capacity to assist with long term business decisions
