Jetbuilt, a provider of web-based Mac and PC AV proposal and estimation software, has added customer relations management (CRM) functionality, as a new optional add-on to the Jetbuilt platform. For a limited time, existing and new users will be eligible to receive Jetbuilt’s CRM feature for free throughout the life of their account. The added tool, a supplemental module within Jetbuilt, will ultimately be listed as an extra package option for future subscribers.
Jetbuilt’s new CRM functionality allows users to track potential clients while including multiple contacts, including description and contact information. Tasks, such as callbacks and outlines, can be tracked for each client and can include due dates, which will turn red once overdue, and include e-mail notifications once they’re assigned to a team member.
Morning Coffee emails from Jetbuilt will feature Tasks, giving users another reminder at the start of their day. Within a client’s page, notes can be added to include follow-up details and notes from previous conversations. Opportunities can be created for clients, including projected budget, probability, and close date and can be transitioned from an Opportunity to an actual Estimate with a single click.
Salespeople and managers can track their pipelines by probability, before and during the estimating process, seeing how much is likely to close and when. The enhanced Dashboard features the total pipeline, both absolute and probable.
“We’re excited to launch our sales CRM within Jetbuilt to provide our dealers with more tools for success,” said Paul Dexter, founder and CEO for Jetbuilt. “Our CRM functionality adds another level of tracking and client management, something many of our users have been asking for since day one. The new features will allow our users to stay connected with their leads to turn more of their opportunities into sales.”