Client Relationship Management (CRM) Software

The Tabs CMMS & CAFM Client Relationship Management (CRM) Software module provides a complete solution for managing client records and relationships within your facilities management operation. The module enables sales and account management teams to maintain a central register of all clients and prospects, including contact details, communication history and associated documents.

The CRM module integrates with the Enquiry Management module to provide a seamless end-to-end view of the client lifecycle, from initial enquiry through to contract and ongoing service delivery.

Sales and account management teams responsible for managing client relationships and business development activity will benefit from the CRM module.

Facilities managers who manage relationships with multiple client organisations will find the CRM module a useful tool for maintaining a central record of all client interactions and information.