Trade CRM

Trade CRM

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  • Upload Contacts
  • Upload contact information from either email client, CHEOPS, or accounting softwear, need to see what types of exports can be done, the key is to get the ABN number of the supplier/sub contractor as the key ID
  • Quote Supplier
  • Locate a supplier on global database
  • Find Supplier
  • Quote Sub Trade
  • Find Sub Trade
  • Locate sub trade on global database
  • Upload quote template (.pdf) with company information, attached plans and specification and dates, send in email.
  • Rate Supplier
  • Rate sub trades on key points: 1. Communication 2. Price 3. Capacity 4. Quality 5. Resolve defects 6. Understanding of plans/specification 7. Installation 8. Invoicing/claims
  • Rate supplier on key points: 1. Communication 2. Lead Time 3. Quality 4. Price
  • Rate Sub Trade
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