Customer relationship management
Customer Management Customer Leads

Customer Relationsip Management

Your Customer Relations Powerhouse

Your customers are your most valuable assets. Gain more customers and increase your retention rates with powerful tools to help you track your customer conversion.

  • Interaction Tracking

    All of your interactions with your clients within Frameworkpro are logged by the system so you have a communication log to refer to at a later date.

  • Collaboration

    Securely share images, videos, documents and files with your clients and your team while in the office or on the go.

  • Follow Up Reminders

    Frameworkpro helps you provide excellent customer service by allowing you to schedule follow-up reminders and notifications based on your clients' needs.

Lead Generation

Creative Tools For Lead Generation

Get started

Leads Management

Create lead forms and campaigns that automatically capture and store your new lead details for later use. Simply add the leads form to your website to capture new leads. Your leads are automatically added to your leads account dashboard.

Opportunity Management

Keep detailed information on your clients such as call notes, discussion notes, customer and deal values to help you get a better picture of your client so you can recognize their needs.

Lead Opportunity Value

Assign lead opportunity values to your leads so you can prioritize and manage your leads though your sales funnel pipeline.

Lead Conversions

Your lead conversion rates identify whether or not your sales strategy is working. Use your conversion to track and monitor how changes to your sales strategy is effecting your conversions.

Lead Files

Keep detailed notes, call logs and documents on your leads so you are always up to date and have information available when you contact them or they contact you.

Manage your customer workflow

Smart Flexibility

Smart Tools For Better Customer Management Workflows

Efficient process workflows can make the difference between a smooth running business and one that is filled with chaos.

  • Lead Kanban Workspaces

    The drag & drop Kanban board gives you a visual representation of your leads and their position within your sales pipeline.

  • Client Portal

    You can assign your client a special username and password so they can log into the system to access project, billing, estimates and contract information.

  • Smart Messaging

    Easily message, chat or colaborate using Zoom with your team or clients right within Frameworkpro. No need to use a third party chatting app.

Time & Cost Savings
65%