Home / Clients / Business Is Complicated. CRM Doesn’t Have To Be

Business Is Complicated. CRM Doesn’t Have To Be

Why did Coretech choose Clik? Sylvie Wilson, Office Manager at Coretech, talks us through their thinking and their partnership with Clik. 

Coretech Electrical

We provide quality electrical services to a number of sectors. Different types of work too – from large complex projects for big businesses to daily electrical installations for regular clients. We’re also the market leader in Solar PV and we work closely with manufacturers of new and innovative Solar PV products.

The Challenges

Working with domestic and commercial clients means that our jobs can vary dramatically. One day we’re in someone’s home; at the same time, we could be in an NHS Trust setting up and fitting an MRI scanner module building. That variety brings its challenges. We needed a CRM system that could understand the complexities of being a diverse electrical services company.  

We’d been using multiple Microsoft programs which weren't practical for all the office tasks we needed to do. Our goal was to simplify the way we created jobs sheets, invoices and completed purchase orders as well as move to electronic job sheets.

How Clik Helped

Our electrical engineers had already been using Clik’s Certification Software for six years, following a recommendation from the NICEIC. After researching other software solutions, we chose Clik Service because it looked like the best CRM on the market that specialised in electrical contractor’s needs.

The buying process was refreshingly simple, and we could migrate our database straight across. Ben took care of everything and was a pleasure to deal with. Clik Service and Clik Jobs dovetail perfectly. Clik Jobs is quick and straightforward for the engineers to use and takes up less of their valuable time to complete job sheets. With Clik Service, everything can link together from a quotation through to the invoice. It makes tracking your invoicing so much easier and means I can turn a job sheet into an invoice within seconds.

Benefits Of Clik

I can’t imagine working life without Clik Service and Clik Jobs. They’ve made managing the office 100% better and far more efficient. Instead of using manual timesheets and working out hours, travel, mileage, and materials – a real headache – the guys enter the details onto Clik Jobs on their tablets. Then the info’s sent through to me, and that information is at hand within seconds. Clik has made purchasing stock, invoicing, credit control as well as job, staff and vehicle management a lot, lot easier.

One client used to take at least two days to invoice due to their complexity. But with Clik Service I have their invoices emailed out before lunch on a Monday. Timesheets used to be a nightmare, but these are now just a quick check and off to the accounts dept and purchases are a lot more organised. We also get more detailed information from the engineers because they have more time.

The software has been simple to work. But if I have had any issues with Clik, Cover Clik’s awesome support team have generally called back the same day to help me. Clik Service has helped us save time, run the office more efficiently and allowed us to keep accurate records.

Looking Forward

Clik is a friendly, professional, young, vibrant and innovative company. They listen to their clients and take on board suggestions to improve. Everyone I’ve spoken to has been enthusiastic and helpful. I think we’ll be sticking with Clik for the foreseeable future.

Sylvie Wilson
Office Manager