Features

AdminBase

Apps

  • Capture enquiries from your web site or canvassing automatically
     

  • Schedule sales appointments and send reminders
     

  • Make sure leads are followed up with next action dates

LEADS

SALES APP

  • No more hand written sales contracts
     

  • Signed contract emailed to customer within minutes
     

  • Full quote or contract details uploaded to AdminBase

SALES MANAGEMENT

  • Analyse results by lead generation method, sales personnel and product interest
     

  • Sales KPI’s displayed on live screens

CONTRACT

  • Every aspect of the contract in AdminBase removes duplication and paper files
     

  • Inform the customer as each contract stage is completed
     

  • Internal processes managed at company level 

ORDER PROCESSING

  • Create purchase orders from survey data and track deliveries
     

  • Schedule fitters and other trades with drag and drop diary
     

  • Display schedule on live screen to replace T cards

FINANCIALS

  • Know instantly what your order book is and monies due are
     

  • Integrates with accounting software
     

  • Manage all costs for profit at job level

SURVEY APP

  • No more handwritten surveys
     

  • Record information on access, risks and parking for the fitters
     

  • Attach photos and freehand drawings
     

  • Survey information uploaded to AdminBase

FITTING APP

  • All relevant information from contract and survey available to fitter
     

  • Collect electronic sign off from customer
     

  • All fitting information uploaded to AdminBase

SERVICE CALLS

  • Easily spot repeated call outs for the same issue
     

  • Calls scheduled and customer appointment reminders sent

SERVICE APP

  • Capture information on work done and parts required
     

  • Inform service engineer of balances to collect
     

  • Collect a signature to sign off the service call
     

  • Service call in AdminBase updated

PROBLEM ANALYSIS

  • Identify manufacturing issues

 

Pricing

AdminBase CRM

Start Up

From £25
per month

Pro

From £76
per month

Plus

From £96
per month

Commercial

From £116
per month

AdminBase can be installed on your own hardware or hosted in the cloud

AdminBase Apps

Sales

From £85
per month*

Survey

From £50
per month

Fitting

From £15
per month

Service

From £30
per month

* Without price matrices from £85 per month, with price matrices from £200 per month. Generous discounts for multiple users.

Feature Comparison

Startup

Pro

Plus

Commercial

Leads Database

Diaries

Google Diary Sync

Contract Database

Postcode Lookups*

Project Management

SMS Messaging*

Document Management

Sales Invoicing

Export to Accounts Software

Purchase Order Processing

Commissions

Job Costing

Remedial/Service Management

Contract Dashboard

Stock Control

Letters & Forms

Management Reports

Multiple Companies

User Access Rights

Letter Batch Printer

Commercial Plot Manager

FENSA Exporter

Web Lead API

Web Service API

Telephone, Email & Remote Support

Installation

Setup & Training

Report Modifications

Blank

Included as standard

Optional at extra cost

Not  available

All Levels Include

  • Installation
     

  • Setup
     

  • Training
     

  • Support
     

  • Report Customisation

Systems Ltd

For more information please call us on: 01283 551005