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..

Personnel activities to help your staff to manage their own expenses, timesheets, and holidays with flexible processes to sign off and agree. Create organisation charts and manage the employee status and personal files for everyone that works for your business. Create 365 reviews for performance management and manage and track individual performance against set and tracked objectives.

For teams that wish to provide support to external clients that would call, email or message support requests, we have a full ticketing system available to help accept, notify, track, and allocate these tickets to any member of the support desk. This can be set up in minutes and keeps a log of the status of each ticket and each task towards resolution. When the ticket is resolved, the information is held in an archived file. The resolution for internal and external information can be held in a knowledge base, for future access.

For a business that wishes to offer an SLA (Service Level Agreement) for Internal or External clients, each company can have their own SLA level set up and monitored for performance against that standard. Early warnings are available to notify staff if SLA’s will soon be broken. Communications and Notifications via email can be pre-set to automate the support process.

For teams that wish to support internal activities, you may set up any number of helpdesks and automate processes to support internal users. This application can be used to support every process from “new employee on-boarding” to “Room booking”. The process works in a similar way to the service desk application and can be used in conjunction if needed.

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.

You may store, archive and view and follow progress for any contract your business has. This is used to track contracts with suppliers and customers and employees alike. It has tightly controlled access restrictions to ensure any one user can only view contracts suited to them. This application is ideal for any firm or team that wishes to link their contracts, due diligence processes with supplier Management and sales orders. This application monitors renewal dates, SLA’s Budgets and Contract Values as well as tracking residual values for assets under contract.

For the type of business that manages complex projects and programmes with multiple inter-dependent tasks where close tracking of status and progress is required, this application enables unlimited projects to be handled with unlimited tasks and unlimited resources. Track changes and the on-going budget against the original target. Delegate jobs and tasks to individuals and monitor when completed. Share with internal and external clients and report on progress.Gantt charts that reflect the overall project health and show the on-going real-time status of each task within a project.

If you ever need to match jobs to the available staff and allocate tasks or jobs to team members and want to manage resources available for each new job that comes in, this is where it can be done easily. Each new job your business wins can automatically be assigned to the most suitable person and the approximate time for each job can be added to the resources calendar. This is an ideal application for Workforce Management as it provides reminders and notification to all involved in each job. You can apply multiple staff to each job if you wish or apply multiple jobs to staff at the same time. As each new job is added, you can track the approximate income from each job and attach job specifications, work packages, method statements, and risk assessments etc as required.

You may track and assign tasks to teams or individuals and see, in real-time, the status of each task. Using Kanban boards, you can set up templates of tasks for each project or just use as a list of to-dos. As each new task is added, you can see the timeframe required, prioritise, delegate to whomever you wish and track and categorise tasks.