CRM
With FM CRM Software, you can effectively manage leads, track opportunities, and convert prospects into clients. Our lead management tools facilitate lead creation, scheduling, and forecasting, enabling you to identify and capitalize on promising opportunities swiftly.
Lead creation Lead Lists Planner Notes
Build bridges, not just service calls
360° Customer View
Gain valuable insights into every customer, contact, and site. By centralizing customer data, you can understand their preferences, history, and needs thoroughly, fostering stronger and more personalized relationships.
Boost back office productivity
Make your back-office team 25% more productive
By automating repetitive tasks, streamlining workflows, and providing real-time visibility, we help you optimize efficiency and focus on value-added activities.
Transform leads into quotes and customers
Lead Management
FM Software simplifies the lead-to-quote process, enabling you to streamline operations and drive revenue growth seamlessly. From initial contact to resolution, you can track every case or inquiry seamlessly.
Maximize opportunities
Lead creation
Seamlessly capture leads from various sources and channels, ensuring that no opportunity goes unnoticed. Our intuitive lead creation tools simplify the process, allowing you to enter and categorize leads effortlessly.
Stay organized
Scheduling
Efficiently schedule appointments, follow-ups, and meetings with prospects to keep your pipeline moving forward. Stay organized and on top of your tasks with our integrated scheduling features.
Stay ahead
Forecasting
Predict future sales and revenue with confidence using our forecasting capabilities. Analyze historical data, track trends, and make informed decisions to drive business growth effectively.
Save time with automations
Automate routine processes and workflows to save time and resources. From email notifications to task assignments, our automation features enable you to streamline operations and enhance productivity across your organization.
Collect comprehensive data
Personal Information: Name, contact details, demographic information.
Interaction History: Emails, phone calls, meetings, support tickets.
Transaction History: Purchase history, invoices, payment status.
Explore FM Software’s other features!
Quoting
Explore our Quoting feature, which makes generating and sending quotes and invoices a breeze!
Tasking
Our Tasking feature helps you keep your business operations run smoothly and consistently without much effort!
