Project & Client Management

Feel more in control of your sales processes.

Are you Converting Customers?
  • Are you following up leads and converting prospects into customers?
  • Do you know how your customers found you?
  • Does each member of your team know the progress on each of your projects?

If you would like to be in command of all your projects and feel more in control of your sales processes, installing the right technology is the first step. Technology can help you to maximise sales by prompting you to follow up and providing you with vital statistics. Using technology for project management will simplify your business and give you a live picture of progress on each project.

I have several cloud-based solutions that I recommend depending on the size and nature of your business. These include Insightly, Service M8 and SIM Pro.

Insightly

  • Automated lead distribution
  • Workflow automation
  • Customer email tracking
  • Update in real time
  • Access from anywhere
  • Track important metrics
  • Safe and secure
  • Track project milestones
  • Streamline business processes

Service M8

  • Ideal for trades/services
  • Accepts credit card payments
  • Streamline operations
  • Eliminate paperwork
  • Quote & invoice on site
  • Sync with accounting software
  • Get paid faster
  • Capture signatures
  • Complete more work

simPRO

  • Ideal for field service teams
  • Manage multi-stage projects
  • Live track your team
  • Increase service levels
  • Boost productivity
  • Automated quotes
  • Scheduling
  • Reporting
  • Inventory & stock management
How I Can Help In

5 Easy Steps

1

I will review your existing project and client management processes.

2

I will recommend and install relevant software and integrate it into your business.

3

I will arrange training (on site, off site or remotely) for all your users.

4

I will review how things are going.

5

I will resolve any remaining issues and make adjustments, leaving you and your team self-sufficient.

Whatever Your Problem

Technology Has an Answer

GET IN TOUCH

What My Clients Have to Say

“John has helped our company grow, move and change over the last ten years and is always available with sensible advice.”

The Marsh Agency, Camilla Ferrier

“John’s helpful and practical approach to technology has helped me expand my global perspective and in turn my global presence.”

KY Horse Properties by K2 Group LLC, Jennifer Karlen

“We had a terrible NAS drive which wasn’t backed up – we lived in fear of [it] dying. We moved to G-Suite which enable us to move office effortlessly, work from home, share files with clients and do all sorts of stuff. We’ve never been so organised.”

Furnishing Interiors Ltd, Suzanne Elsey

“If you’re looking to take the hassle out of your IT, look no further. We’ve used John on a monthly retainer for around 9 years and despite me questioning the cost at the beginning, I’ve not regretted it for a moment. On hand almost all the time, our IT issues and idiotic questions are solved promptly and efficiently.”

Safari Consultants, Bill Adams

“I employed John to help with our IT setup and to see if he could find solutions to some of the limitations we were having with our software. I was amazed by the amount of easy to implement improvements that John was able to come up with, I felt that I received real value for money and in so would definitely recommend John…”

Hartley Electricians, Richard Malpas