The daily operations of a large business can be highly complex and requiring a lot of admin time that could otherwise be spent looking after customers and growing the business. EyeCRM is a sophisticated and easy to use online CRM tool that organises your company's sales order pipeline and job sheets and makes your business operate more efficiently.

EyeCRM Features

  • Lead & Order pipeline

    Manage your business’s order pipeline by monitoring the stage of each order and issuing invoices at relevant stages

  • Quotes & Jobsheets

    Create digital quotes and send these to customers. Convert these into job sheets once the job has been confirmed

  • Delivery notes

    Generate itemised delivery notes when sending physical products to customers., and split orders if necessary

  • Business directory

    Securely store all of your customer's details and find anyone instantly with the quick search facility

  • Users & roles

    Control what each user can access and achieve on the CRM by creating roles and assigning them to different users

  • Dashboard

    Overview your entire company CRM activity in one dashboard with customisable features which tune the data to your preferences

  • Finance tracker

    Track your past and future order totals throughout your financial year, and instantly see what's been paid and what hasn’t

  • Internal tasking

    Set up tasks for your staff and assign leads to them which appear in their dashboard

  • Calendars

    Manage any date-specific services in a calendar which shows staff availability and warns of any date conflicts

  • Staff timesheets

    Keep up to date on your staff’s work load with integrated timesheets that they enter on their mobile phones

  • ERP & Accounts integration

    Optimise your business operation by integrating your EyeCRM system with your existing ERP and accounts packages

  • Custom features

    EyeCRM is bespoke meaning any custom functionality can be added to fit your exact requirements

Client Testimonial

Christian Wilson

J Rotherham

With the help of Eyeweb's world-class EyeCRM portal, J Rotherham continues to grow from strength to strength, Eyeweb's systems help transform not only the engineering function but the company as a whole. This would not have been possible with the dedication and support from the Eyeweb team.

You're in safe hands
with Eyeweb

Eyeweb, producers of EyeCRM, have been creating online solutions in the Hull and East Yorkshire area since 2003. Our team of creative individuals are passionate about crafting the websites, design and digital marketing solutions that fit our clients’ target audiences.

We have a great experience and knowledge of CRM systems, and this has led us to creating EyeCRM so that our clients can enjoy the normal benefits of an CRM system, but with the added benefit of it being custom built to their exact requirements.

Our in-house digital marketing team offer support and promotion for your brand and products to potential customers on the internet. Detailed monthly reports allow you to see your direct return on investment figures.

Looking for a new CRM system?

Speak to our team to find how EyeCRM could help you.

paul@eyeweb.co.uk
+44 (0) 1482 628830

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