Winning new customers is the key to growing any business. Jobman’s lead management features enable your team to manage and close more leads confidently. With a powerful array of features, plus the transparency of an end-to-end manufacturing ERP, Jobman’s lead management software is the intelligent way to win new business.
Jobman simplifies lead management. Thanks to powerful automation and real-time data syncing, your sales team can take clear, actionable steps to progress leads through to a sale.
Never miss an opportunity again. Jobman is intelligently simplified ERP software that helps manufacturers and cabinetmakers to win more leads and grow existing accounts. Perfect for small and growing teams, Jobman streamlines operations and frees up time for you to focus on what matters: building your business.
Hear what our clients have to say
“Thank you and your team on our recent software integration. It’s not often a company delivers what was promised and we couldn’t be more pleased with the end result. From the initial training session to seamless Xero and Dropbox integration we were up and running in a couple of weeks thanks to your site https://academy.jobman.com.au/. I had been watching Jobman developments since seeing you at AWISA 2018, and although my company is small it was easy to validate this purchase and I now have every confidence in growing my business now that I have sorted out what was holding us back. Keep up the great work.”Steve HillierNorthside Joinery
“Hey I have been meaning for a while to email to say well done for what you have achieved with Jobman. We are really ramping up our use and roll out of a lot of the features and processes and have to say its been a real treat getting things back into line with Jobman driving things. Jake and I find our self-smiling at how things have come since we starting using it and working with you guys. Through determination and hard work you guys have pulled it off, you have a great system that works very well. You guys should be super proud of what you have done. Well done guys! Cheers.”Philip McDonaldZeel Kitchens
Benefits of Jobman’s lead management features
- Create custom quotes in minutes
- Track leads at every stage
- Total transparency across sales and operations
- Improve productivity and professionalism
- Win more business
- Never miss an opportunity
- Easy production scheduling
- Accurate forecasting
- Streamlined workflow
- Automatically syncs with accounting software
How Jobman’s lead management functionality works
When a new lead enters the system, Jobman helps salespeople to create clear targets. Customer data syncs with the CRM, so you have all the necessary information to make a great first impression.
Using the target date, Jobman creates an easy-to-follow lead checklist that helps salespeople plan their day. Lead checklists are automatically populated backward, forward or both, and are fully customisable depending on the customer’s specific requirements.
As staff use Jobman’s time and attendance features, data syncs across the ERP. There’s no double data entry, dropped balls or missed opportunities: the lead status automatically progresses to a won or lost sale.
Quick, professional quotes
Anyone can create professional quotes in minutes with Jobman. You have complete control and a powerful array of features to generate accurate, transparent quotes. In addition, helpful templates and fully customisable options give you the flexibility to duplicate or edit quotes on the fly.
Create invoices from accepted quotes in just a few clicks. The invoice syncs with your bookkeeping software, so you don’t have to enter the information twice. You can email the invoice directly from Jobman and integrate your accounting software to follow up automatically.
Reminders and alerts
Jobman’s lead checklist spells out every step to reach your sales targets. Automated alerts and helpful reminders provide a prompt when a task is overdue, so you never leave an opportunity lingering.
Jobman centralises all your production, sales and financial data into a single simplified platform. ERP integrations like CAD/CAM and accounting software make it easy to create accurate job specs from quotes, follow-up invoices automatically, track time and attendance, and so much more.
Get total transparency and complete control across every part of your business with Jobman, an ERP for the Australian manufacturing industry.