CRM for Engineering
Drive your engineering projects to success with BuddyCRM. Connect every dot from blueprint to build with a CRM designed for the engineering industry.
With a total industry value of almost £70 billion per annum in the UK alone, it is key that Engineering companies leverage a solution built from the ground up for their industry to ensure they win more of the right type of profitable business.
Smarter, faster decision-making
BuddyCRM creates a single customer view of all data and interactions relating to an account, which means nothing goes unnoticed. This centralised information ensures efficient teamwork and fosters a proactive environment where opportunities are quickly identified, strategies are aligned, and customer engagement is personalised at every touchpoint.
Stop missing deals and start making sales
BuddyCRM’s opportunity management is tailored to your sales process, ensuring leads are progressed through your sales funnel to completion. Automatic follow-ups mean opportunities are never overlooked, improving your team’s efficiency and boosting closure rates.
Better visibility throughout your business
With improved visibility over customer interactions, from financial data to sales, marketing, and support tickets, you’ll have accurate, up-to-date information to make real-time decisions. Ditch the spreadsheets and build the reports you need in our customisable reporting module. With automatic scheduling, management will know what’s happening at any given point.
Why Your Engineering Business Needs BuddyCRM
The intricate and precise nature of the engineering sector calls for a bespoke approach. Here’s how BuddyCRM empowers your engineering business:
- Built For You: All engineering businesses are different. Our customisation features, including unlimited custom fields, allow you to configure the CRM to match your specific business workflows and sales process.
- Software Integration: BuddyCRM becomes the central hub for all the data provided by your essential software. Collating the information from your CAD programs, material inventory, bidding software, project management, and more, you’ll have a single customer view with everything you need in one place.
- Scalability: BuddyCRM is designed to seamlessly adapt to the evolving needs of a growing engineering business, where generic CRMs may struggle.
- Essential Document Storage: BuddyCRM empowers your team with the right document to hand wherever they are. Store and manage essential documentation like health and safety, compliance, and blueprints.
BuddyCRM is packed with features and support tailored for the engineering sector.
Contact Management
Deliver tailored sales experiences with in-depth contact and account management.
Tender Management
Organise and manage tender documents, submissions, and communications.
Email Marketing
Target your marketing. Create native HTML emails and email to specific customer segments.
Bid Tracking
Monitor the status of bids and proposals, manage deadlines, and track communications.
Sales Pipeline
From lead to opportunity through to quote and close, track your deals with the sales pipeline.
Workflows
Automate your repetitive tasks, from setting call reminders, emails, and tasks, to sending brochures and adding leads.
Webhooks
Trigger events in third-party software from actions in your CRM. Reduce admin and speed up tasks.
Quotes
Create detailed quotes within your sales system and send them directly to your contacts.
Reporting
Report on everything stored in your CRM. From activities, leads, and tasks to sales and accounting information.
Case Management
Keep your business in sync with great customer service. Create a ticketed help desk to deliver your support.
Document Storage
Facilitate easy sharing and collaboration on technical documents, revisions and approvals, contracts, and other critical documents.
Integrations
Seamlessly connect with your CAD, material, ERP, accounting systems and more to synchronise financial data, inventory, and operational processes.
Plus, everything you need from a modern CRM for engineering
BuddyCRM integrates with all your essential business tools, including:
Got any questions?
Give us a call on 0121 288 0808
Get to know BuddyCRM
Discover how we transform businesses in the engineering sector.
10 Best Practices to Improve the Bidding Process for Your Engineering Business
5 Key Customisations to Tailor BuddyCRM for Engineering Excellence
Streamlining the Bidding Process: How BuddyCRM Can Help
FEATURED CASE STUDY
Elevating success: Ivor King’s journey with BuddyCRM
Learn how this leading piling contractor in the UK streamlined their sales processes and enhanced client communication with BuddyCRM.
Monk Conveyors
“We purchased BuddyCRM with an idea to help the sales team become more efficient and understand more about our sales pipeline. Introducing BuddyCRM into our sales function has saved us almost countless hours in the daily sales meetings, where we used to not have an accurate picture of our business’s potential sales and the introduction of numbering opportunities has allowed our reporting to again save us hours per week in manually creating sales reports. BuddyCRM has also worked with us to make our quoting system even more efficient taking us away from using excel sheets for a more centralised system that allows us to log and control our monthly targets. Easily I would suggest BuddyCRM has saved us four hours per person per day!”
Knight Electronics
We interviewed five different CRM companies – many of the biggest names in that industry – no option was cost-prohibitive… we were looking for the best option to help our team. We went with BuddyCRM simply because of the value that they would be bringing to our company, and because they made it clear they would be there at the beginning of the process, during the development process, AND once we started using the system. They’ve been there every step of the way.
If you’re looking for an easy to use & intuitive CRM platform that is customisable; as well as great customer support BuddyCRM are the folks you need to do business with. The team at BuddyCRM have proven to us that they are invested in our company’s success.
Stay Connected On-the-Go with BuddyCRM's iOS Mobile App
In the fast-paced world of construction, having access to your CRM wherever you are is more important than ever.
BuddyCRM's iOS mobile app ensures you stay connected and informed, even when you're on the move:
- Real-time access
- Update information in the field
- Efficient task management
- User-friendly interface
FAQs
BuddyCRM can be tailored to include features like Detailed Specification Tracking and Compliance Monitoring, ensuring you have all the tools necessary to manage your projects precisely. Our team is ready to work with you to tailor BuddyCRM to your specific needs.
BuddyCRM seamlessly integrates with various engineering software, including CAD tools, project simulation software, and compliance databases. We ensure that BuddyCRM works in tandem with these tools to provide a cohesive and efficient workflow for your team.
Absolutely! BuddyCRM is designed for ease of use, ensuring a smooth transition for your team. With intuitive features and a user-friendly interface, your team can quickly get on board and start seeing results. We'll also ensure you receive the right training and post-implementation support to get positive results from your CRM investment over the long term.
Our platform is not just a CRM but a tailored solution designed to bring your operations into the modern age. Together, we'll customise BuddyCRM to replace any outdated processes efficiently and quickly. We're happy to address any specific concerns over a consultation where we can show you how the CRM will fit your business.
Executives in the engineering industry are notoriously always running at 100mph! To have the time to implement a CRM solution properly verges on the impossible. BuddyCRM has you covered. All our plans include scoping, configuration, data uploads, training & support. It’s a five-star service delivering a software solution deeply customised to your business with as much or as little time needed for you to spend on the implementation as you wish.
Get Started with BuddyCRM
Ready to transform your engineering business with a CRM tailored to your needs?
Fill out the form so we can talk about how BuddyCRM can bring efficiency, ease, and long-term support to your operations.
- Schedule a consultation to discuss your initial CRM requirements.
- Join us for a customised demo of our platform configured to your specifications.
- Start your journey to CRM success and enjoy long-term support, continued updates, customisation, and training.
