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Customer Relationship Management Solutions

Brisbane IT Services can help find and implement the right customer relationship management (CRM) solution for your business to improve your sales, marketing and customer service. CRM solutions can help a business by:
  • Managing and providing a central repository for customer contact details
  • Tracking customer communications
  • Managing leads and opportunities
  • Providing sales forecasting
  • Providing pipeline reporting
  • Facilitating Emarketing
  • Managing sales and marketing tasks including reminders
  • Generating quotes

  • Some examples of CRM solutions we can help you implement include:

    "Zoho CRM gives you a 360-degree view of your complete sales cycle and pipeline. Identify trends, spot opportunities, increase efficiency and reduce costs with the right answers, right now."

    "Salesforce Australia takes your business to the next level. Salesforce's customer relationship management software instantly streamlines and automates your business processes. Allows sales, marketing, and support teams to work in sync and see important sales and customer data with more width and breadth, freeing them up to generate new clients and better service existing ones."

    Job Management Solutions

    Brisbane IT Services can help find and implement the right job management solution to suit your business and improve efficiency, maximize staff productivity and help your business to grow. Job management solutions can help a business by:
  • Streamlining job scheduling and task assignment - Jobs can be scheduled, assigned and dispatched to remote field workers.
  • Improving cash flow — Invoices can be sent by email, on job completion
  • Generate professional Quotes and Invoices - Quotes and Invoices can be customised for your business
  • Improve customer service — Field staff have access to all job information when onsite, via a mobile app
  • Save time providing customer quotes - Generate quotes with predefined services and product pricing
  • Manage customer details - Customer contact, job and payment details are kept in a central database
  • Providing real-time reporting - Reports include job status, pipeline, invoices and payments, staff and equipment locations and more

  • Some examples of Job Management solutions we can help you implement include:

    "GeoOp is complete job management all wrapped into a low cost, easy to use service with premium support. It's wherever you and your team are and can be used on any device. "

    "Field Service businesses around the world use Fleetmatics Work to manage their jobs, schedule, invoices and Fieldworkers"

    "By integrating every aspect of your business, simPRO allows you to easily identify the who, what, where, when and how-much of any job. Get the work done on schedule and get paid on time, every time."

    Quote and Proposal Solutions

    Brisbane IT Services can help find and implement the right solution for your business to enable you to quickly create professional looking quotes and proposals. Quote and Proposal solutions can help a business by:
  • Using templates and a content library to quickly create quotes and proposals
  • Including interactive content, like videos, picture galleries and electronic signatures
  • Accepting electronic payments via paypal etc
  • Tracking quote and proposal pipeline, follow-ups, comments etc
  • Providing statistics and analysis of your quoting/proposal process

  • Some examples of Quote and Proposal solutions we can help you implement include:

    "Quote Roller lets you create polished, professional proposals in minutes."

    Business Management Solutions

    Brisbane IT Services can help you find and implement a business management solution to allow you to concentrate on managing your business instead of managing day-to-day operations. Business management solutions can help you manage your business by providing a single integrated solution that includes:
  • Sales and Marketing
  • Customer Relationship Management
  • Order Management
  • Project and Job Management
  • Inventory and Asset Management
  • Issue Management
  • Human Resource Management
  • Accounting
  • Payroll
  • Timesheets and Expenses
  • E-commerce

  • Some examples of Business Management solutions we can help you implement include:

    "JCurve talked extensively with small businesses to understand what they liked and didn’t like about their current software. There was no shortage of accounting packages, but for requirements beyond finance it seemed big businesses were the only ones being considered. With this in mind, JCurve together with leading software provider Netsuite, scaled their ERP software to suit small business."

    Workshop Management Solutions

    Brisbane IT Services can implement software to help you manage your vehicle workshop including trucks, cars, boats etc. Workshop software can help a business by:
  • Managing inventory, maintaining stock levels, pre-assigning stock to jobs, ordering non-stock parts
  • Generating customer quotes and invoices
  • Scheduling and assigning jobs to mechanics
  • Monitoring job progress and staff performance
  • Sending customer vehicle service reminders and job completion notifications

  • One example of Workshop Management software we can help you implement is:

    "Your online Workshop Management system."


    Brisbane IT Services can develop SharePoint Web Apps for your business. SharePoint Web Apps will allow you to do the following:
  • Have a cloud based tailored web app that meets your specific business requirements.
  • Access the web app and data online from any device, anywhere, anytime.
  • Replace cumbersome spreadsheets with simple online web apps that can be used by multiple users.
  • Host and access your web app from your SharePoint site.