Turn relationships into work that moves forward.
GeoCRM brings accounts, contacts, prospecting, opportunities and follow-ups into one connected view of your geotechnical business.
See who you are working with, where each enquiry stands and what needs attention next. Carry the relationship from first contact toward a project without losing the conversation along the way.
Keep the relationship moving.
Explore the six areas of the CRM, from the overview to a clear next action. These previews use fictional data to illustrate the workflow.
Know your relationships
Keep the people and organisations behind every project in view.
-
GEOCRM · DEMODemo team
CRM overview
This week at a glance
8Open deals3To chase2Due todayPipeline8 activeEnquiry · Qualifying · Proposal · Negotiation
01 / FEATURESee the CRM picture
Start with open deals, prospects to chase, follow-ups due and recent activity. Read the pipeline and account lifecycle from one overview.
-
GEOCRM · DEMOLifecycle
Account register
Organisations & people
Harbourview CivilOrganisation · 2 projectsClientEastbank DevelopmentsOrganisation · 1 contactTargetTaylor MorganIndividual accountLead02 / FEATUREOrganise accounts
Keep organisations and individuals in a searchable account register. Filter by lifecycle and see how contacts and projects relate to each account.
-
GEOCRM · DEMOLinked
Contact record
The right person to call
ACAlex ChenProject DirectorOrganisationHarbourview CivilRelationshipClientOwnerJordan LeeContact and account stay connected.
03 / FEATUREKnow every contact
Find the people attached to each organisation, along with their role, relationship status and owner. Keep the right person connected to the right account.
Move work forward
Give every conversation and opportunity a next step.
-
GEOCRM · DEMO4 people
Prospecting list
Regional infrastructure
Identified2Contacted1Qualified1Next touchDue tomorrowFollow up with Eastbank Developments
Lists keep the account beside each person.
04 / FEATUREWork prospecting lists
Build lists around a search or import and work them by person. Track identified, contacted and qualified prospects, plus the touches still due.
-
GEOCRM · DEMO8 open
Opportunity board
Investigation pipeline
Warehouse footing studyNew enquiry10%Road widening worksScope / estimate40%Retaining wall designProposal sent60%05 / FEATUREManage opportunities
Move enquiries through qualifying, scoping, proposal and negotiation. Use a board or list to see stage, owner and the next step before a deal is won or lost.
-
GEOCRM · DEMO2 due
Follow-up queue
My next actions
MineOverdueTeamCall about site accessTodayHarbourview Civil · Road widening works
Review proposal responseTomorrowEastbank Developments · Retaining wall design
06 / FEATUREStay on top of follow-ups
Record dated calls, meetings and tasks against a client, contact or opportunity. Separate your work from overdue, team and completed follow-ups.
Make the next conversation count.
Talk with our team about your client relationships and sales workflow.