HomeOverview
Features

Sales and customers

LeadsLead intake, customers, communication history, files, statuses and proposal creation.DocumentsProposal, contract, invoice and completion-act templates generated from system data.IntegrationsTelegram bot, API, webhooks, lead sources and external service connections.AI and automationRecognition of delivery notes, invoices, price lists, payments and customer data without manual entry.

Job delivery

TasksTasks for leads, jobs and internal team work with a Kanban board.JobsTurn an approved lead into an installation job with crews, materials and events.CrewsA dedicated workspace for installation teams with access to assigned jobs and materials.Business modesReady-made modes for installation verticals and custom job fields without code changes.

Operations and control

WarehouseTrack materials, balances, receipts, transfers, write-offs and crew warehouses.CatalogProducts, services, suppliers, prices, product sets and bundles for specifications.FinanceControl payments, receivables, payables and profitability for every job.ReportsAnalytics for job profitability, crew performance, income, expenses and debts.
UpdatesReviewsPricingFAQ

Lead management: Overview

This section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.

Clear workflow control for the teamClear workflow control for the teamClear workflow control for the teamClear workflow control for the team
Workflow

Lead management: Workflow

This section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.

Clear workflow control for the teamClear workflow control for the teamAPI
Lead management: WorkflowThis section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.
Lead management: WorkflowThis section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.
APIThis section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team

Новий лід із сайту

Форма, дзвінок або API в одному списку

Нова заявка
КлієнтДжерелоСтатусМенеджер
Workflow

Lead management: Workflow

This section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.

Clear workflow control for the teamClear workflow control for the teamClear workflow control for the team
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This section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.

  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team

Статуси продажу

Заявка рухається між етапами

Перенесено
1Новаз сайту
2В роботіу менеджера
3КП готованадіслано
4Погодженостворити об'єкт
Workflow

Lead management: Workflow

This section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.

Clear workflow control for the teamClear workflow control for the teamClear workflow control for the team
Lead management: WorkflowThis section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.
Lead management: WorkflowThis section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.
Lead management: WorkflowThis section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team

Історія заявки

Події, коментарі, файли

В роботі
1Дзвінокуточнили дах
2Файлдодано фото
3Коментарпотрібен замір
Workflow

Lead management: Workflow

This section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.

Clear workflow control for the teamClear workflow control for the teamClear workflow control for the team
Clear workflow control for the teamClear workflow control for the teamClear workflow control for the teamClear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team

Статуси продажу

Заявка рухається між етапами

Перенесено
1Новаз сайту
2В роботіу менеджера
3КП готованадіслано
4Погодженостворити об'єкт
Workflow

Lead management: Workflow

This section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.

Clear workflow control for the teamEmailClear workflow control for the team
WorkflowThis section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.
WorkflowThis section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.
EmailThis section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.

This section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.

  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team

КП у заявці

Версії зберігаються в історії

КП v2
КП v1

Документ створено з шаблону

$14 800Автоматично прикріплено до події
Workflow

Lead management: Workflow

This section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.

Clear workflow control for the teamClear workflow control for the teamClear workflow control for the team
Lead management: WorkflowThis section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.
Lead management: WorkflowThis section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.
Lead management: WorkflowThis section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team

Новий лід із сайту

Форма, дзвінок або API в одному списку

Нова заявка
КлієнтДжерелоСтатусМенеджер
Workflow

Lead management: Workflow

This section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.

Clear workflow control for the teamClear workflow control for the teamClear workflow control for the team
Clear workflow control for the teamClear workflow control for the teamClear workflow control for the teamClear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team

Заявка -> об'єкт

Погоджена КП стає монтажним об'єктом

Погоджено
1Заявкадані клієнта
2КПсума та склад
3Об'єктрезерв матеріалів
Workflow

Lead management: Workflow

This section explains how eContractor keeps the process clear for installation teams: data stays connected, ownership is visible and daily work moves without duplicate entry.

Clear workflow control for the teamClear workflow control for the teamClear workflow control for the team
48Workflow
72%Workflow
Clear workflow control for the teamWorkflow
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team
  • Clear workflow control for the team

Аналітика лідів

Статуси та конверсія

48 активних
Конверсія72%у замір
Перенесено3повернути
КП11в роботі
Next step

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Lead management | eContractor