Customers & Leads (CRM)

Attract, retain and manage more customers & leads.
Grow your company into a customer-focused organization.

It doesn’t matter which communication channels your customers use – email, telephone, social media, instant messenger, web form, website live chat – BlinQ supports them all, saving the entire contacts in one place.

Our visual dashboard lets you intuitively understand the status of jobs, such as approved, on hold, check measure, ready to fit, fitted, cancelled and completed. More statuses can be created to fit your business requirements.

Track your customer’s journey from their initial quote to job completion. View all activities that occurred for the customer’s job, including staff notes, email correspondence, purchase orders and deposits.

See records of every email sent on each constituent’s record.
See if they are opening emails, clicking through.

Take a photo, make a note on the image and store it within the customer’s file. Use the attachments feature to store photographs, house plans and other supporting documentation. Enjoy the simplicity of taking a photo of the customer’s installation location and attaching it to their file for future reference.

Effortlessly assign jobs to staff using the simple drop down pick list. View staff assigned to customer’s jobs easily with the drop down pick list of employee names. Use the same feature to quickly apply re-assignments and view staff assigned on the customer’s record.

You can now retrieve leads, customers, and quotes way more easily. It’s a dashboard of your team’s work at your fingertips.

See records of every email sent on each constituent’s record. See if they are opening emails, clicking through.

Get real-time alerts on email opens, link clicks and new emails. Connect at the right time..

Using traditional methods to email and don’t want to move? No problem, simply use the mailbox auto connect, and you’ll see your customers incoming email appear in your customer’s story.

Access and reply to emails from the customer’s record. All email messages to and from your customer can be replied to and accessed at any time. Every interaction and email is stored in the customer’s story. Have the power to see if your customer is reading your emails and set notifications and alerts for email messages.