Keeping track of your leads and being able to follow up is crucial.
From the moment you first have contact, your database will allow you to monitor your potential clients automatically, email at key moments and keep a comprehensive history.
Tenders and templates
Tendering for important contracts takes a huge amount of time and crucial to get right first time.
Use your system to enter multiple templates and then select to simply bring them in to your quoting system. It is then a quick process just to quickly tailor each to your specific tender.
Quote systems
Build multiple versions of quotes for your clients and switch easily between them.
Ripleys template system helps you build extensive quotes and to pick elements to add to your quotes, saving a huge amount of time.
Job and project management
Your database will hold all aspects of your jobs and projects. From initial enquiry, quotes through to the budgets, client contact history.
Allocate staff to projects and view all running costs.
FInally invoice directly from the system.
People management
Manage your staff through your system.
Allocate access privileges and passwords.
Keep a comprehensive record of their contact details, assign and track jobs, timesheets, sales reports and history.
Surveys and questionnaires
Deliver on-line questionnairs and surveys.
This could be as a marketng exercise or to check your staffs' understanding of training exercises.
Stock management
If you hold your own stock, we have a great stock management module.
Create purchase orders and delivery notes and monitor stock in and out.
Barcode your products and track them using electronic devices.
Financial management
Manage budgets and costs. Create purchase orders and invoices.
In-depth reporting ensure that you can keep on top of the financial details.
Reporting systems
Since all of your information is held within one system reporting is quick and easy to perform.
There are endless possibilities all you need to do is let us know what you need to see.
