CompassAFM
  • Home
  • CMMS Performance Academy
    • CMMS PA Advisory
    • CMMS PA Accelerator
    • CMMS PA Manager
    • CMMS PA Live Events
    • CMMS PA Live Replays
  • - - - -
  • FM Operational Analysis
    • FM Op Analysis Overview
    • FM Op Analysis Workbook
    • Case Studies
  • - - - -
  • FacilityManager CMMS
    • FM Overview
    • Implementation
    • Perpetual License
    • Pricing
    • - Help Desk (Work Orders)
    • - PPM Plant & Equipment
    • - PPM Property
    • - Contract Cleaning
    • - Asset Register
    • - Risk Assessment
    • - Analytics & Valuation
    • - Contact Management
    • - Energy Management
    • - Building Management
    • - CRM
    • - Planner
    • - Task Explorer
    • - Project Management
    • - Financial
    • - Labels & Scanning
    • - Other Modules
    • Industries using our CMMS
    • Free Account / Trial
  • - - - -
  • About Us
    • Overview
    • Testimonials
    • Customer Care
  • Podcasts
  • Contact Us
  • Download Brochures
  • Sign In
  • Create Account

  • Bookings
  • Orders
  • My Account
  • Signed in as:

  • filler@godaddy.com


  • Bookings
  • Orders
  • My Account
  • Sign out

CompassAFM

Signed in as:

filler@godaddy.com

  • Home
  • CMMS Performance Academy
    • CMMS PA Advisory
    • CMMS PA Accelerator
    • CMMS PA Manager
    • CMMS PA Live Events
    • CMMS PA Live Replays
  • - - - -
  • FM Operational Analysis
    • FM Op Analysis Overview
    • FM Op Analysis Workbook
    • Case Studies
  • - - - -
  • FacilityManager CMMS
    • FM Overview
    • Implementation
    • Perpetual License
    • Pricing
    • - Help Desk (Work Orders)
    • - PPM Plant & Equipment
    • - PPM Property
    • - Contract Cleaning
    • - Asset Register
    • - Risk Assessment
    • - Analytics & Valuation
    • - Contact Management
    • - Energy Management
    • - Building Management
    • - CRM
    • - Planner
    • - Task Explorer
    • - Project Management
    • - Financial
    • - Labels & Scanning
    • - Other Modules
    • Industries using our CMMS
    • Free Account / Trial
  • - - - -
  • About Us
    • Overview
    • Testimonials
    • Customer Care
  • Podcasts
  • Contact Us
  • Download Brochures

Account


  • Bookings
  • Orders
  • My Account
  • Sign out


  • Sign In
  • Bookings
  • Orders
  • My Account

CRM, Contact & lead tracking

Detail (Admin View 1)

Building and tracking relationships is just good business sense


This module, is used to manage interactions and store data throughout the lifecycle of a relationship between the company and customers, contractors, suppliers and other team members.


Think of it as 100’s of Dropboxes in a single location, each one being used to manage a different project, sale or anything you can think of.


It is designed to compile information on all the individual activities across different channels — meetings, telephone calls, emails, texts and more. This way all interactivity is kept together for future reference or as a resource saving time and avoiding pitfalls if a project is replicated.

Detail (Admin View 2)

It is designed to compile information on all the individual activities across different channels — meetings, telephone calls, emails, texts expenditure and more. 


This way all interactivity is kept together for future reference or as a resource saving time and avoiding pitfalls if a project is replicated.

Interesting? CREATE A FREE ACCOUNT - NO CREDIT CARD REQUIRED

Copyright © 2025 CompassAFM - All Rights Reserved.

Powered by

  • Privacy Policy
  • Terms
  • Contact Us

Can we help you locate up to an extra €1M to spend?

Find out for less than €100p/m how to identify ways to easily increase your FM budget by optimising your CMMS.

Learn more

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

DeclineAccept