Features

With AdminBase® everything is in one place. Do away with duplication and explore the features of our automated, web based system.

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AdminBase

  • 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
  • Analyse results by lead generation method, sales personnel and product interest
  • Sales KPI’s displayed on live screens
  • 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
  • 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
  • Know instantly what your order book is and monies due are
  • Integrates with accounting software
  • Manage all costs for profit at job level
  • Easily spot repeated call outs for the same issue
  • Calls scheduled and customer appointment reminders sent
  • Identify manufacturing issues

App

  • No more hand written sales contracts
  • Signed contract emailed to customer within minutes
  • Full quote or contract details uploaded to AdminBase
  • Attach photos and freehand drawings
  • No more handwritten surveys
  • Record information on access, risks and parking for the fitters
  • Survey information uploaded to AdminBase
  • All relevant information from contract and survey available to fitter
  • Collect electronic sign off from customer
  • All fitting information uploaded to AdminBase
  • 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
AdminBase CRM
Basic
AdminBase Software
from

£100*

per month
Pro
AdminBase Double Glazing CRM
from

£105*

per month
Plus
Double Glazing CRM
from

£110*

per month
Commercial
Home Improvement CRM
from

£120*

per month
* Generous discounts for multiple users
AdminBase Apps
Sales
Apps For Double Glazing Companies
from

£85*

per month
Survey
Apps For Surveyors
from

£50

per month
Fitting
Apps For Fitters
from

£15

per month
Service
Apps For Service Engineers
from

£30

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

Features

Discount applied for multiple users.

Basic
AdminBase Software
Pro
AdminBase Double Glazing CRM
Plus
Double Glazing CRM
Commercial
Home Improvement CRM
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 Report
Multiple Companies
User Access Rights
Letter Batch Printer
Commercial Plot Manager
FENSA Exporter
Web Leads API
Web Service API Option Option Option Option
Telephone, Email, Remote Support
Installation
Setup & Training
Report Modifications

* Dependant on purchase of credits

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