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A Guide To CRM For Engineering Firms

Win more projects with effective prospect and customer management software. 

Combine power with flexibility.


When working with multiple clients and prospects, you need tools that combine power and flexibility. No matter your firm’s size or speciality, you should have a system for overseeing your many contacts and keeping your work on track. You can’t risk misplacing a file with a contract or losing track of a new contractor who would be a helpful addition to your portfolio.

With customer relationship management (CRM) software, you can be secure in building new work ties and developing stronger bids for contracts. You may even find features you never knew existed in a CRM that will help your teamwork as a more cohesive and productive unit.

This series explains all that a CRM can do for your business, such as:

  • How to sell more effectively
  • How to keep your leads and contacts organised and accessible
  • How to track your emails and customer interactions smartly
  • How to analyse your team’s performance