A tool to visualise all the different tasks that need to be completed on your sales and installation pipeline as cards, organising them into lists so that you can quickly identify what needs doing most urgently and get those tasks done more efficiently. Each card in the list represents a lead or contract.
Designed to work in the home with the customer and deliver a professional presentation. Pricepoint lets you download your Product Catalogue and Pricing to your device and creates highly graphical quotes to e-mail to your Customers.
Continually listening to our customers requests for more and more has led AdminBase to be the most flexible fenestration industry CRM available. Many of our features started as a suggestion from our users.
In a marketplace flooded with competition our users pride themselves on doing things a little differently to everyone else out there and they need their CRM to adjust to them not the other way around.
On site personnel can have their appointments on their phone with associated documents from the main CRM. They can also take photos and make notes and submit these back to AdminBase for full visibility by all team members
An integral part of AdminBase is managing products ordered so that you always have what you need in time for installation. So that means not only recording the orders you place with suppliers but also marking them received as you receive deliveries. New for Spring 2022 is the ability to use a barcode scanner to book these products in as they come of the delivery lorry saving hours of data input
The days of being in the customer's house and collecting their signature to an order are fading away. The new way is to email the customer their contract and have them sign it electronically. AdminBase now supports creating any document with signature fields for a legally binding agreement
We are proud to launch our brand new Customer Portal! A customer solution that allows window, door and conservatory retail installers to offer an Amazon-style self-service option to their customers! Customers can login to their Customer Portal to track the process of their installation, confirm appointments and make payments. This means a reduction in business administration and an increase in customer satisfaction!
With AdminBase® everything is in one place. Do away with duplication and explore the features of our automated, web based system.
Designed to work in the home with the customer and deliver a professional presentation. Pricepoint lets you download your Product Catalogue and Pricing to your device and creates highly graphical quotes to e-mail to your Customers. https://www.pricepointsales.com/
The Surveyor can enhance the Sales information and fully configure the order right there and then, onsite when the most informed decisions can be made.
All survey information can be passed to the fitters app with additional forms for customer sign off and satisfaction notes.
The service call app allows you to send service engineers details of their appointments to their device. They can submit back any parts required or collect a sign off from a customer. The engineer can be made aware of any balance outstanding to collect.
Telephone and Door Canvassers or Showroom staff can take enquiry details and submit them to AdminBase without needing an AdminBase login with this free app.
On site personnel can have their appointments on their phone with associated documents from the main CRM. They can also take photos and make notes and submit these back to AdminBase for full visibility by all team members
Discount applied for multiple users. Scroll through the table below to view our full range of features.
Add custom fields with related possible answers for capturing information additional to standard fields to customise your use of the software.
AdminBase help centre available from within software.
All reporting services included with many standard reports supplied and a report designer within the system. No need to export to Excel – all reporting is live.
Attach PDF’s, Pictures, Videos, Voice recordings, Spreadsheets etc to your lead and contract records.
Audit trail changes to your data for full accountability on errors.
Automatic notifications to Customers, Sales people and personnel on the completion of any task within the system.
Automatic updates to all new features as they are made available.
Customisable templates for all emails and SMS messages.
Default Email and SMS templates can be different for each Quote or Contract type.
Dial out from AdminBase wherever there is a telephone number.
Drag and drop documents onto our support portal to quickly attach documents even if you are not an AdminBase user.
Email directly from AdminBase with a copy kept with the lead or contract record.
Extensive reporting features such as graphing and pivot tables to analyse data.
Filter any view of the data and produce reports from filters.
Hundreds of standard reports available.
Incoming emails automatically attach to lead and contract records so that the thread of communication is available in AdminBase.
Log telephone conversations, emails and SMS messages sent.
Make certain fields mandatory.
Make changes as your company evolves whilst keeping historical information.
Map views of sales appointments, installations and service calls to aid scheduling of calls.
Navigate to all appointments using Google maps.
Postcode searches to ensure fast and accurate address entry.
Record notes against all records.
Restrict access to every single field in AdminBase.
Run separate sets of data for multiple companies.
Schedule SMS Messages for appointment confirmations just before appointment.
Search across the entire system to quickly and easily find records.
Send SMS to customers, salespeople and all other personnel.
Set defaults for emails with mail merged information making sending emails a one click process.
Site function apps available for iOs, Android and Windows 10.
Synchronise the AdminBase diary with Google Diary and Outlook.
Track GDPR Opt ins and contact preferences for all enquiries and customers.
Training and support always included with your subscription.
View Key Performance indicators via office TV Screens.
Customisable lead, contract and invoice numbering.
Company settings allowing many sections within AdminBase to be customised to your requirements.
Export tool for creating exports to external organisations such as FENSA and CERTASS.
Fitting appointments go to fitters app.
Full purchase ordering system with tracking of outstanding deliveries.
Purchase orders in different currencies catered for.
Manage despatch of goods to different depots.
Record quality checking of incoming deliveries.
Manage large commercial projects with hundreds or even thousands of properties on a contract.
Manage recommendations from customers and payment of rewards.
Manage supply only collections and deliveries.
Run Supply and Fit and Supply only jobs as well as different contract types within those categories.
Service calls go to service engineers.
Survey appointments go to surveyors app.
View overview of all contract stages via a dashboard and drill down to individual contracts.
Manage suppliers and their product lists.
Manage and pay customers for recommendations.
Advise any sales staff or personnel of appointments via SMS or Email from within the diary.
Colour diary according to appointments types or based on other data fields.
Diary handles staff who multi task eg Sell and survey, install an service, survey and service.
Interactive diary with drill down to every aspect of lead or contract
Manage any trade, team or staff via Diary.
Calculate and pay commissions to sales staff via commission plans that take account of sliding scales dependant on discount given.
Create default invoice lines for each contract type.
Customise invoice templates.
Enter timesheets and create installer payments advices.
Exports of Sales Accounts, Sales Transactions and Purchase Invoices to all Sage versions, Xero, Pegasus and Quickbooks.
Full audit trail of all charges, variations to contracts and payments received on a contract.
Handle retentions.
Import Supplier invoices from invoice scanning software.
Invoice your customers for all of the various stages of an order and manage outstanding balances.
Ancillary items stock allocated to contracts and included in job costing.
Include overhead costs in job costings.
Canvassers / Showroom app - collect leads from a phone or tablet without an AdminBase login.
Create custom lead results and subdivide each lead category for more detailed analysis.
Customised processes for different quote types.
Design different stages for leads to progress through based on the enquiry type.
Input sales budget and report against them.
Make Multiple appointments per lead.
New enquiries from your web site feed directly into AdminBase including online appointments.
Record marketing costs.
Report on performance of lead generation methods and know cost per lead and cost per sale.
Report on performance of sales people.
Restrict viewing of leads within branches.
Set actions to be taken for each lead type and manage due dates and follow ups.
Track enquiries from all lead sources and sub divide sources for more detailed analysis.
Track sales performance against targets and budgets.
View leads at various stages with a single click.
Import prospect databases for marketing to.
Manage prospects and convert to leads.
Save leads as Prospects for future marketing.
Report on conversion rates per Salesperson.
Report on conversion rates per Lead Source.
Report on conversion rates by Product interest.
Record a recommendation from an existing customer in their recommendation records for payment to them is a sales results.
Analyse reasons behind service calls and spot fitting and manufacturing issues.
Create guarantee profiles to apply to products with varying warranty lengths according to parts of a product.
Full Service call and Installation remedial management.
Log complaints and resolve in a manner that conforms to ISO.
Parts ordering system.
See what is covered by warranty when booking a service call onto the system.
Ancillary stock ordering system.
Ancillary stock management.
Manage stocks in multiple depots and locations within a depot.
Ongoing training on features and assistance with implementation included.
Modification requests encouraged and where considered to be the overall enhancement of the software implemented FOC.
Regular assessments available with recommendations on how to improve your business and use of AdminBase.
We don’t believe in expensive set up costs so our subscriptions include everything you need to get started with AdminBase!
An AdminBase subscription includes setup, training, support and report design. It also includes our award winning Customer Portal and the My AdminBase Diary app.
Your data is safe in our hands. Our servers have state of the art protection against physical and cyber theft. AdminBase also allows you to create user profiles for your team so that no one can see or edit anything they shouldn't.
We recognise that AdminBase needs to flex and respond to the way you run your business not the other way around. We have built our software to be customisable whilst still maintaining the structure that will help you to grow and expand without losing control of the details.
Available 24/7 from anywhere via a web browser you can work from anywhere you have an internet connection.
