CRM for Engineering Firms

BuddyCRM is the UK’s favourite CRM software for sales, support, and marketing teams in engineering firms to manage their customer relationships.

Since our formation in 2007, our online sales software has been used by engineering companies throughout the UK. We are proud of our ability to design and support the software here in the UK and our teamwork from offices in Walsall.

BuddyCRM has all the features your sales and administration teams you need to manage relationships with prospects and customers.

  • Leads
  • Accounts
  • Companies – store all the relevant information you want about your customers’ companies.
  • Custom Fields to store your industry-specific information
  • Contact Management – store all the contact details you want about your customers.
  • Mobile app – update your records on the move.
  • Customisable Reports – design and build any report you want on anything stored in your database.
  • Sales Pipeline – from lead through to sale, track the progress of you and your team’s upcoming sales.
  • Quotes – build and send quotes from your CRM
  • Email Marketing – design and send emails within BuddyCRM
  • Calendar – manage your team calendar in the same place as all other interactions with clients
  • Integrate – with thousands of third-party software with our API. Connect BuddyCRM with accounting, ERP, email, and logistics software and create a single customer view.
  • Customisable Dashboard – display as much or as little information as you want on your dashboard
  • Workflows – automate everything. Set up automatic emails, calls, tasks, and more with workflows and reduce your admin
  • Cases – Keep track of any problems, issues, or projects of your customers

Got any questions? Give us a call on 0121 288 0808

BuddyCRM shown on three devices, macbook, iphone, ipad - graphic