BuildOps CRM vs RFMS CRM

BuildOps CRM is a complete sales system that is based on time proven service sales processes. BuildOps CRM is designed to guide your team through the sales process from suspect development to a closed sale and turnover to operations. BuildOps CRM contains tools to streamline the sales process, these tools include a mobile surveying tool, service contract and project estimating, proposal generation. With the mobile application, sales reps and managers will be able to manage their sales funnel, view and track their activities, access historical information on current and potential clients. First in the industry, designed to meet the needs of the mechanical service contractor, our mobile surveys cover building operations, equipment, and financial information. BuildOps CRM designed the tool to improve accuracy and detail of information and decrease the time it takes to complete a survey. Combine multiple surveys into one Improve accuracy and detail Export Survey as Equipment List for Service Management Software Pushes to BuildOps CRM Estimating tool Designed for in the field, easily collect detailed information on any piece of equipment and attach pictures. Make / Model / Serial / Belts / Filters / Refrigerant / Tonnage / HP Condition Report Take Pictures Take Notes / Special Needs

Customer Relationship Management App Every sales department needs a systematic method to gather leads, communicate with potential customers and manage the workflow from the initial sales opportunity to closing the sale. If your sales staff is struggling with: * Keeping track of leads and prospects * Managing your sales workflow * Timely communication with your customers CRM solves these issues and more from the freedom of your mobile phone or tablet. CRM is the Missing Link. Fulfills the Needs of Each Role: SALESPERSONS * Organize sales opportunities with a defined workflow * A single starting point that feeds important project requirements throughout the sales process * Online customer portal providing quote and order status with two-way dialog * Advanced communication with the customer throughout the sales process via a web portal, text messages, and email * Calendar and scheduling features shared through the company * Customer profile and history * Internal notifications to let estimators know where, when and what to measure and estimate SALES MANAGERS * Visibility to sales process across company * On-demand reporting with trends, activity and key performance metrics in real-time