You get an enquiry from a potential new customer. You store his name, email and mobile number. As soon as the “Lead” is added to CRM, the system will send a pre-designed campaign of emails and texts to the client over any period of time you want. If you are a Tradesman, you will want an email that introduces the main person coming to his home and tell them all about your skills etc. You will want to send them another message with a copy of your company insurance certificates. You will want to show the a few references and photos of your other work and the communications go on and on. This creates a felling with your client of “Know, Like and Trust”. By the time you eventually visit to see the job and to measure for the final quote, the client will already know the job is yours.

The CRM is fed by information about YOUR specific products, services, and prices. It will create an automated BoM (Bill of Materials) and create a fully itemised quotation. It is topped and tailed with your own personalised logo and information about your payment terms etc. This solution screams “I am a Professional” and elevates you above other Tradesmen or other companies quoting for the same business.

The automated process continues. What was originally a phone call from a stranger is now a fully documented, priced, and legally agreed order. The system now knows what percentage to invoice for the deposit and it sends a payment link automatically, this can all be done when you are still with the client if you want!

The system already knows the email of the client, so a single click sends the quote to the customer and asks him to check and agree it if he wants to place an order. You can add your own contract and payment terms and when the order is placed the next automated step begins..

The Zway Automations can be linked to your choice of Accounting and Book-Keeping software such as Xero. The system will also chase outstanding payments with automated reminders and tell you when payments are received..

For the sort of business that handles longer and more detailed sales cycles that require teamwork and interaction across several months and several stages of relationship, the Zway CRM handles the whole “Opportunity Journey” and allows you to answer Tenders, manage trials and complex visit reports and at different levels of communication, helping you to manage the relationship. This is where the more complex reporting is used to forecast each sales persons’ numbers and performance against targets.

If you are a company that keeps and sells and uses stock to fulfil orders, the system automatically handles the stock inventory. Warnings can be set when pieces are in low numbers and this part of the system can even be linked to the Contracts Management apps in the suite to order from suppliers when needed!. Any business that sells stock from a stock list and wants to track the stock required to fulfil each order can use this application. This application is obviously closely linked to CRM orders and can also be used in conjunction with supplier management and contracts applications.

Track information you request from your clients. The “Requested Information Tab” will allow you to request documents (great for compliance businesses) and track when the information you wanted is received..

You can store, archive, and keep track of versions for any digital asset such as documents or files. For times where you want to ensure that only one single point of Truth exists for each piece of company information, this is ideal. Once uploaded to the repository, any user (with access permissions) can find, download, edit and re-upload any document or digital asset in storage. This application is linked to EVERY APPLICATION in the Zway Suite, so attachments are automatically stored, and available inside of each application without further searching.