Last Updated
Overview
Workforce Manager offers a robust CRM solution designed to streamline customer relationship management and field service operations. It aids businesses in efficiently managing appointments, sales prospects, and customer records, providing real-time operational tracking. While mobile reporting features could be improved, its modular design ensures tailored solutions for diverse business needs.
Overall Rating
Based on 5 users reviews
4.2
Rating Distribution
Positive
60%
Neutral
40%
Negative
0%
Starting Price
Custom
Workforce Manager Specifications
- Contact Management
- Lead Management
- Customer Communication Tracking
- Email Integration
What Is Workforce Manager?
Workforce Manager is a professional cloud-based CRM software designed to enhance profitability and operational efficiency for small and medium-sized businesses by centralizing customer interactions and streamlining sales and service processes. Its modular architecture allows businesses to select features that align with their specific CRM needs, avoiding unnecessary functionalities. The system also supports effective management of sales prospects, existing customers, and financial reporting, addressing the misconception that CRM is only for large enterprises.
Workforce Manager Pricing
Workforce Manager offers the following pricing plans:
- Free: £0/user/month
- Mobile: £25/user/month
- Full: £35/user/month
Disclaimer: The pricing is subject to change.
Workforce Manager Integrations
Who Is Workforce Manager For?
Workforce Manager is ideal for a wide range of businesses, industries, and sectors, including:
- Service companies
- Maintenance companies
- Businesses enhancing customer service
- Organizations managing mobile workforces
- Businesses with complex service contracts
Is Workforce Manager Right For You?
If your small to medium-sized business requires a powerful, cloud-based CRM solution with integrated field service management, Workforce Manager is an ideal fit. Workforce Manager features and its robust CRM capabilities, including real-time mobile updates for field teams and automated customer processes, position it as a strong choice for enhancing customer satisfaction.
Still doubtful if Workforce Manager is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Workforce Manager Features
Appointment Diary
This module provides an intuitive Outlook-style calendar for managing sales visits, appointments, and inquiries. Users can view by day or month, with easy drag-and-drop re-booking and color-coded labels for quick identification. It ensures efficient scheduling and clear visibility of all engagements, helping teams organize their daily tasks effectively.
Customers Module
Once prospects convert, the customer record becomes central to the CRM system. This module facilitates comprehensive management of job ticket details, warranty control, and financial reporting directly from the customer record. It centralizes vital client information, enabling seamless post-sales operations and providing a complete historical overview of customer interactions.
Sales Prospects Module
Designed to capture and nurture leads, this module records every detail from initial inquiry to sales appointments and quotations. Users can schedule timed callbacks and log interactions on a timeline, ensuring thorough follow-up and effective conversion of potential sales opportunities. This systematic approach supports robust lead management.
Fieild Service Module
This critical component, integral to the workforce manager software functionality, enables real-time communication with service technicians via mobile. It supports on-site logging of technician reports, capturing customer acceptance signatures, and providing instant back-office updates as they occur. This significantly enhances operational efficiency, accountability, and real-time visibility for field teams.
Financial Module
Directly integrated with job ticket reports, this module allows for the creation of detailed invoices with a breakdown of costs for each job element. It also automates the generation and dispatch of service maintenance payment schedules at regular intervals. This simplifies billing processes, ensures timely revenue collection, and provides clear financial oversight.
Pros And Cons of Workforce Manager
Pros
Easy to set up and use without training
Combines CRM, jobs, and invoicing
Great for tracking site visits and quotes
Cons
Sometimes slow to get support replies
Some features need setup help
Workforce Manager Reviews
Total 5 reviews
4.2
All reviews are from verified customers
Rating Distribution
5
Stars60%
4
Stars0%
3
Stars40%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“Wish I'd found this sooner”
Pros
What I really love is how it keeps track of all our health, safety and licensing requirements without me having to stay on top of everything. It automatically flags skills gaps and expired certificates which takes a huge weight off my shoulders. This lets our team focus on running the brewery rather than getting lost in paperwork and compliance tasks.
Cons
I'm excited for the task assignment feature to be released, as I think it'll make our workflow even smoother. But honestly, I can't think of anything else I dislike about it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Mid Market, 51-100 employees
“Simple and user friendly tool”
Pros
Setting everything up was easy, just add your team members and input their training records. The roles feature is awesome because it automatically fills out the matrix and highlights any training gaps. All training records are stored in the system and it's easy to access them whenever needed. The customer service is fantastic too and the team is always friendly and ready to help. They even helped us convert our old spreadsheets, making onboarding easy and the pricing is very reasonable.
Cons
The training course titles and requirements feature feels more complicated than it needs to be for what's otherwise a really straightforward system. I understand why it's there and it's not too tough to figure out once you spend some time with it but it does make things a little more complex.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
10
Functionality
10
Mid Market, 51-100 employees
“Goodbye to scattered spreadsheets everywhere”
Pros
The team took our messy spreadsheet training matrix and imported it for free, getting us up and running in no time. Customer service was amazing throughout and we now get much better alerts. It's so much easier to see what we need when we need it.
Cons
At first, I was worried about training my team but honestly, everything's so easy to use that I don't have anything to complain about now.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Workforce Manager offer an API?
Yes, AutoVu Solutions Workforce Manager offers an API primarily for invoice synchronization.
Does Workforce Manager have a mobile app?
Yes, it has a mobile application for Android and iOS devices.
What language does Workforce Manager support?
Information regarding the languages supported by Workforce Manager is not available.
What other apps does Workforce Manager integrate with?
Details about Workforce Manager’s integrations are not publicly disclosed.
What level of support does Workforce Manager offer?
Workforce Manager provides support through self-service online help and a free technical help ticket system.