JOBSCOPE manufacturing software Customer Relationship Management (CRM) enables Engineer to Order (ETO), Make to Order (MTO), Government Contractor, Job Shop, Aerospace and Defense, Maintenance Repair and Overhaul, and Metal Fabrication manufacturing companies to track all customer and prospect information in one easy to use location – improving customer satisfaction, and your bottom line.

Improve Customer Satisfaction

From the first contact to after-sales service, Jobscope’s customer relationship management (CRM) solution automates day-to-day tasks for sales and customer service, strengthening customer loyalty, and enabling your sales and customer service teams to work together to shorten sales cycles and increase revenue.

All contacts, activities, purchases, documents, warranties, and quotes are easily accessible within JOBSCOPE CRM. In addition, multiple employees can track their activities to the same customer. This allows sales, accounts receivable, and customer service to have direct access to all the information they need to service the customer.

Extensive searching capabilities make it easy to find exactly what you need, when you need it, allowing you the fastest response times for your customer’s needs.

Strengthen Customer Loyalty

More efficient tracking and management of your customer data leads to faster response times for customers. When your customers consistently have their needs met faster than they thought possible, increasing customer satisfaction and customer loyalty is the result.

Automate Day-to-Day Tasks

Isn’t it time you let technology do the work for you? Automate task reminders, email follow ups, call follow ups, etc. and have them displayed right on your home screen. Know when and where you are needed, without having to manage another set of calendars.

Don’t limit yourself with wires, JOBSCOPE Mobile CRM allows you full system access right from your smartphone or tablet, maximizing your productivity no matter where you are.

JOBSCOPE CRM Features

• Full Mobile CRM on any device (laptops, smartphones, and tablets) for 24/7 customer data connectivity on the go
• Track Accounts and Prospects
• Track Multiple Contacts – bill to and ship to addresses on a single record
• Reference Parent Accounts
• Sales and Payment History – viewable for each customer
• Available Credit for each customer
• Multiple Hold statuses for each account – Job Hold, Work Order Hold, Shipping Hold
• Link Documents to the customer record with one click
• Track All Activities for Each Account – phone calls, emails, service calls, etc
• Track Multiple Activities for Each Account – sales, customer service, AR, etc
• Product Tab to track all products purchased and shipped for each account
• Serial Number Tracking for each product
• Export Lists for marketing activities
• Pipeline Reports summarized by salesperson
• Track Quotes probability, estimated close date, margin, total revenue

Already using a third party CRM solution like Microsoft CRM or Salesforce.com? Jobscope’s API offering helps integrate your existing CRM Solution with JOBSCOPE ERP software.