Jobman’s intelligent customer relationship management (CRM) features enable you to win more business and better serve existing customers. With 360° real-time data intelligence, your team can take customer service to the next level.
Jobman is an ERP designed for manufacturers and cabinetmakers who rely on loyal customers and a steady stream of new business. From the first enquiry to quoting, job specs, production, delivery and after-sales support, you can track and manage the entire journey in one place and plan more confidently.
Our simplified solution provides a real-time view of your entire operation in a user-friendly platform you can access from any device. With Jobman, your team is fully prepared for every opportunity.
Benefits of Jobman’s integrated CRM
Happy customers are good for business. Jobman’s end-to-end visibility gives you all the information you need to deliver personalised, professional service. Keep customers happy and impress new contacts to grow your business in the right direction.
Close more sales
Create professional quotes in minutes and manage the lead process more efficiently. All the information you need is right at your fingertips. Plus, automated features like email alerts help streamline the process from first contact to a signed contract, ensuring you never miss an opportunity.
Made for manufacturers
Jobman goes beyond traditional CRM functionality to provide tailored solutions for manufacturers and cabinetmakers. For example, you can categorise contacts (like builders, contractors and suppliers) and define area types (kitchens, wardrobes, patios) with intelligent features that control design specifications.
Grow existing accounts
With Jobman, you get to know your customers to a new level. End-to-end data visibility means you can call up past orders, spot opportunities in existing accounts, cross-sell and upsell without breaking a sweat. And with multiple contacts available for each account, you can personalise every conversation to add value.
With all your production and customer data in one place, you can identify opportunities to add new products or services, increase production capacity or follow up with a high-potential customer. Grow your business with confidence and add value to every customer interaction.
Accurate business planning
Total data transparency means you go into every customer interaction with a clear picture of your capacity. Jobman centralises all your data in one simplified system, so you can plan, track and manage your business more confidently.
Secure customer data
Keeping third-party data secure is vital. Even the smallest data leak can destroy a customer’s confidence in your professionalism and expose your business to risk. That’s why we built Jobman with 5 levels of user security, so you can decide who has access to what data. Plus, our system is protected by the same strict security protocols as the biggest software providers on the market, keeping all your data secure.