CorkCRM is a customer relationship management (CRM) solution designed primarily to help painting contractors track leads, manage appointments, track proposals, sign contracts, manage payroll and schedule jobs. The solution can be embedded within company website to allow customers book and schedule appointments and sign documents online.
Once a lead has been submitted into the system, users can add notes to each lead to keep track of the progress throughout the sales pipeline. As the appointment approaches, leads will be emailed 48 hours beforehand with a reminder. Templates are available for multiple types of proposals. Both the client and the company will be emailed a copy of the proposal once it’s saved, keeping all parties in the loop.
An automatic email solution lets users stay in touch with leads that may be on the fence. Online signatures allow customers to sign off on contracts and employees can view the signed document remotely from anywhere.
It is available on a monthly subscription basis. Support is offered via phone and email.
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