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
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.
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.
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.
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.
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.
Top Recommended Software
