Solutions

CRM

Our CRM system has been designed to help you organise your contact information

Customer contact management

Reports and Dashboards, consolidate data to provide meaningful and practical information that can help inform decisions e.g. analysing conversion rates or lost sales

Document generation and personalisation, produce quotations and commercial project estimates that can include your logos and supportive text

CRM Image

Lead management from prospecting to conversion, keep track of task and interactions

Task management – add, assign and track actionable tasks and project status

Integrated glass pre-optimisation

Product Description:

By keeping all your information in one place it makes it simpler to manage your everyday tasks. Our CRM helps you to manage and track your sales opportunities to effectively prioritise your sales effort, giving you visibility of your sales pipeline throughout the sales process and helping you to focus on the opportunities that are closer to a sale.

Even more importantly our CRM system can be used by sales representatives for prospecting or generating new business leads. By using your CRM system on a daily basis to log calls to action, send quotations and keep notes of calls and emails made you can keep track of potential new business and nurture leads to the point of sale. All in all your CRM system works with you to help find, keep and build customer relationships and ultimately sales.

Related Solutions

Order Management

Designed to help you streamline your business from start – finish

Document Management

Simplify and automate the management of records and documentation.

Dashboard & Reporting

Create and visualise insightful business data and reports

Testimonials

“As a glass business owner, I know the value of easy to understand statistical information regarding customer preferences, order trends and base costs. Jotika software provides me with a treasure-trove of diagnostic information about every aspect of my business’ performance. Jotika is user-friendly saving me time and money.”

Andrew Kerr

Polytron Glass Australia

“We have been using Gtrak 3 for almost 10 years and every time we phone we get an answer straight away – I like that.”

Ian Short

Owner/Director at Morley Glass & Glazing Ltd

“Gtrak is a stable program and any problems that do crop up are dealt with by Jotikas’ support team. I must say out of all the suppliers we deal with, Jotika is at the top in terms of customer service.”

Simon Parczuk

IT Director at Starglaze Windows & Conservatory Ltd

At ESG we are constantly improving and adding even greater value to our customers buying experience week in week out. We need a dynamic software partner who can work with our evolving business needs. Jotika have supported us in realising this goal, by delivering bespoke software solutions from our concept to implementation. They are unique in being flexible and open minded in approach, working as a partner more than a supplier. They work well with our other machinery, software and IT suppliers to bring our ideas to life and more importantly improve efficiency for our business whilst enhancing our customer experience.

Scott Sinden

MD at Essex Safety Glass

Ready To Discuss?

We recognise there is no one size fits all solution, so no matter how big or small, we will help you to find the right solution for your business. Whether you want to streamline operations, reduce material costs or simply gain a better visibility of your business. Our scalable solution has everything you need, call today to find out more or get a quote.