Great CRM software features

What do you want out of your contractor CRM software? To schedule customer activity such as calls, visits and projects? To manage your documents? Enjoy marketing and sales stats at your fingertips?

Whatever matters most to you, that’s how we’ll set up TeamVisual. It’s totally configurable, totally bespoke – a central shared database for plotting every customer interaction.

Best of all, you don’t even need an Internet connection to view your data. Anyone out in the field on their smartphone can tap in to vital customer information, because it’s all synchronised to the cloud.

Analysis and ReportsAnalysis and reports

Translate business data into bespoke weekly or monthly reports. Analyse sales performance with reports and graphs, and correlate sales activity with results.

Document ManagementDocument management

Configure your settings your way, in an easy-to-use, intuitive interface that doesn’t need an Internet connection.

DataMarketing and sales stats 

Specifically designed to manage your marketing and sales statistics. Manage performance, enjoy dynamic data that helps you sell, optimise your prospects.

FinancialFinancial data

Display information from Sage and QuickBooks, and instantly compare actual revenue against target figures.

features-filesSales account management 

Get a constant flow of business performance data for real-time performance analysis. Save time, save money with an automated, accurate process.

Cloud databaseCloud database

With dynamic real-time updates.

Keep in the loop when you’re out in the field. Real-time, cloud-based information with no need for a web connection.

Book A Consultation

Book a FREE, on-site company review without obligation.
Call MJH Systems on +44 1257 232719