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Stay Connected with QicWorks CRM

30.03.21 03:32 PM By Karen Parker

Qic-Guide Series: CRM - Customer Relations Management

QicWorks vision is to remove the need for multiple applications to run your building and construction business.

As we engage with our community, one of the most requested modules we are asked for is a CRM system. Not the kind where you track every single cold call or email campaign ever sent, but the kind where you can follow viable leads, as they progress to wins.

The QicWorks CRM system is the starting point for our new estimating module and has been designed to track your lead communications and project values, as they progress through the sales funnel.

We all know that having a strong CRM system allows businesses to build loyalty and stay connected with their customers.  Other advantages of having an integrated CRM and Job Management system include time savings (one click data conversion from lead to customer, estimate to job to invoice,) as well as the standardisation your information. CRM's also have the added ability of offering a central point whereby Users can document their interactions during their customer's journey. This information is imperative when it comes to on selling or upselling your products and services.   

The QicWorks CRM sales journey starts as soon as you create a lead.

Simply enter the lead's contact details, estimated sale value, stage (Identified, In Process, Need to Reply, Awaiting Reply, Won or Lost,) the lead’s Progress (Contact, Qualifying, Meeting, Proposal, Closing,) temperature (cold, warm or hot) and status (Active or In Active.)

All data entered, is then used within our dashboard to visually show you how your leads are progressing over the last 7 days.

Any communications conducted with your lead can then be tracked through the Communications register. Each time you communicate with your lead you can update their stage, progress, lead temperature and value, with the last details entered saved ready for your next communication.

Once saved, your communication will appear within your communications table. Here you can sort your outstanding actions by date ie due today, within the next 7 days or overdue. This is a great way to keep on top of how your leads are progressing and ensure a quick response is delivered.

All communications are kept in a string to ensure you have access to that lead’s history. Our notes and attachment fields have been designed to allow Users to enter as much or as little information as they wish, allowing you to document how engaging and personalised your approach has been.

Now for the best bit. Converting your winning Lead to a Contact.

When converting your lead’s stage to Win, you will be presented with a checkbox to select if this lead is to convert to a Customer, Supplier or both. Their details will then automatically prepopulate the respective Contacts register under Business.  

To access any communications had with a Contact (Customer or Supplier) during their Lead phase, simply head over to your CRM module, click on the Communications table and filter by Past records.

QicWorks modular architecture allows you to subscribe and use individual modules, as and when you need to, in line with your business requirements.  By connecting the fully integrated CRM module to your job management system, QicWorks users are able to remove the need for multiple software applications and truly experience a seamless end to end business solution.


QicWorks is a job management solution that has been designed to manage complex rate structures, across multiple entities and worksites, all from the one account. QicWorks provides accurate real time field data giving you the confidence to make the right decisions. Contact us today to see how QicWorks can transform how you do business.

The information contained within this blog is of a general nature only. It does not take your specific needs or circumstances into consideration. You should look at your own situation and legislative requirements before making any decisions.

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