Customer relationship management (CRM)

Track your customers, track your projects

Our CRM product started life as a way for us to track our own projects internally, keep in touch with customers and monitor our use of time. It’s become part of what makes Progressive Solutions tick, and is now an indispensible tool in our daily life. So good in fact, that we opened it up to the outside world.

One company we know recorded each new customer in a total of 12 different places. Clearly this is nonsensical, but it’s a situation that’s all too common with internal systems that evolve, rather than being planned upfront.

Some of our bigger customers are pretty sophisticated in the way they look after their customers, and have enterprise-level requirements of their customer databases, that’s where CRM comes in. Smaller operations use CRM as a simple contacts database and notepad, to support their marketing efforts.

When you add in our integration with Microsoft Outlook for diary appointments, CRM and Outlook together add up to a sure-fire recipe for success.

Benefits: Know your customers inside out. Simplify your contacts database, reduce duplication in your internal systems.

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Testimonials

  • "Our real differential is not in software features, it's in our relationships with customers. How we work with them and how we can make an effective difference. You need the staff and the expertise to be able to do that."

    Arthur Duffy, managing director, Progressive Solutions

  • "The great thing is we can always export information to Excel and produce any report we need — such as aged debt by sales rep, or a bespoke exposure report, which assesses potential credit risk & protects us."

    Damien Cosgrove, Credit Control Mgr, Noyeks Newmans

  • "Our computer system impacts on every aspect of the business. Buying, selling, importing, transport planning, as well as accounts. If you install the wrong software, without the right level of performance or functionality, it will cause significant problems throughout your business."

  • "We helped ourselves by getting bisTrack on board quickly and painlessly while business was slow, so we won't have disruption as we start to implement a very aggressive three year strategic plan."

    Neil Fuller, Managing Director, Alsford Timber

  • "We helped ourselves by getting bisTrack on board quickly and painlessly while business was slow, so we won't have disruption as we start to implement a very aggressive three year strategic plan."

    Neil Fuller, Managing Director, Alsford Timber

  • "If we hadn't changed to bisTrack we simply couldn't have grown like this."

    Nigel Williams, Chairman, Premier Forest Products

  • "We chose bisTrack because we needed to move on to the next generation of software."

    Stephen Fairbairn, MD, Henry Alty

  • "We have a responsibility to the environment. That’s why we’re trying to lower our carbon footprint. We introduced e-commerce, cut down on paper receipts & are introducing electronic billing for customers."

    Director, building materials supplier

  • "It was obvious the company was being held back by the limitations of the old system."

    Operations Director, CF Anderson

  • "We chose bisTrack because we needed to move on to the next generation of software."

    Stephen Fairbairn, MD, Henry Alty

  • "Our real differential is not in software features, it's in our relationships with customers. How we work with them and how we can make an effective difference. You need the staff and the expertise to be able to do that."

    Arthur Duffy, managing director, Progressive Solutions

  • "We were drowning in paper and, as a business turning over £2.2 million, the time had come for us to invest in business management software."

    David Biddle, MD, Huntingdon Timber & Roofing

  • "I can export information into Excel by right-clicking and manipulate it to my heart's content."

  • "Once we started building up information we could trust, we started seeing real benefits. If stock accuracy was the main benefit, then quality of management information was next."

    Peter Kerr, FD, Palmer Timber

  • "Our staff have margin figures right in front of them now, so they're much more aware of the profit they are making."

    Robert Blumsom, Blumsom Fine Timber

  • "bisTrack is an excellent piece of software and getting better. Their approach to meeting our needs is excellent. eBusiness is not going to be big for another 12 months but PSI are there already, which means we’re ahead. They're very open to ideas and keep getting better at turnaround."

    Adam Myers, Beesley & Fildes

  • "Our real differential is not in software features, it's in our relationships with customers. How we work with them and how we can make an effective difference. You need the staff and the expertise to be able to do that."

    Arthur Duffy, managing director, Progressive Solutions

  • "We chose bisTrack because we needed to move on to the next generation of software."

    Stephen Fairbairn, MD, Henry Alty

  • “Hargeaves are ideally placed to take advantage of the offer – whilst we plan to continue using e-Xact to update our product file we also want much better control over special product sales and purchases."

    Gordon Rothwell, James Hargreaves MD

  • "Good customer service is easier to achieve with good IT to back up our staff. bisTrack gives provides an efficient system for dealing with customers. Good management tools enable us to concentrate our efforts in the right direction."

    David Dunmow, Group FD, James Latham plc

  • "Once we started building up information we could trust, we started seeing real benefits. If stock accuracy was the main benefit, then quality of management information was next."

    Peter Kerr, FD, Palmer Timber

  • "There’s no doubt that bisTrack is a good tool. We’ve a fantastic record for growth and we’re getting a lot out of bisTrack now, particularly over the control of our business."

    Mike MacLellan, MD, GPH Builders Merchant

  • “A member of our buying group told us about bisTrack, although we looked at four or five other software packages. Key factors in the eventual selection of bisTrack were its SQL platform and our confidence in the people we dealt with.”

    Gordon Rothwell, James Hargreaves (Plumbers Merch)

  • "Our staff have margin figures right in front of them now, so they're much more aware of the profit they are making."

    Robert Blumsom, Blumsom Fine Timber

  • "We improved net margin by 3% within 6 weeks of going live on bisTrack."

    Payne Timber

  • "We chose bisTrack because we needed to move on to the next generation of software."

    Stephen Fairbairn, MD, Henry Alty

  • "Performance across the system is continuously enhanced too. Since our last release, finding products is now significantly faster ...by up to 30%."

    Gary Brookshaw, Product Director, Progressive Solutions

  • "We improved net margin by 3% within 6 weeks of going live on bisTrack."

    Payne Timber

  • "bisTrack was a big investment for us but it's the best change we've ever made. We've grown so much over the last four or five years, we simply couldn't have carried on using a manual system."

    Gerwyn Thomas, partner, TL Thomas (builders' merchant)

  • "Our staff have margin figures right in front of them now, so they're much more aware of the profit they are making."

    Robert Blumsom, Blumsom Fine Timber

  • "We improved net margin by 3% within 6 weeks of going live on bisTrack."

    Payne Timber

  • "The time was right for a change of software at Alsford's and we selected bisTrack from a shortlist of three. The key criteria was 'business fit'. We wanted a Microsoft Windows, intuitive solution which would best serve our claim to be 'The Timber Experts' in all our 20 branches."

    Neil Fuller, MD, Alsford Timber

  • "Our real differential is not in software features, it's in our relationships with customers. How we work with them and how we can make an effective difference. You need the staff and the expertise to be able to do that."

    Arthur Duffy, managing director, Progressive Solutions

  • "The people at Progressive Solutions are likeable, straight-talking individuals who have a commitment to continuously develop and push the software forward."

    Joe Tipper, Walter Tippers Ltd

  • "It was obvious the company was being held back by the limitations of the old system."

    Operations Director, CF Anderson

  • "We improved net margin by 3% within 6 weeks of going live on bisTrack."

    Payne Timber

  • "bisTrack is a terrific system and its potential is incredibly exciting. I have absolutely no regrets over choosing bisTrack and great confidence that we have something we can build on."

    David Bryan, Director, Ridgeons

  • "Our computer system impacts on every aspect of the business. Buying, selling, importing, transport planning, as well as accounts. If you install the wrong software, without the right level of performance or functionality, it will cause significant problems throughout your business."

  • "I can export information into Excel by right-clicking and manipulate it to my heart's content."

  • "We chose bisTrack because we needed to move on to the next generation of software."

    Stephen Fairbairn, MD, Henry Alty

  • "bisTrack is an excellent piece of software and getting better. Their approach to meeting our needs is excellent. eBusiness is not going to be big for another 12 months but PSI are there already, which means we’re ahead. They're very open to ideas and keep getting better at turnaround."

    Adam Myers, Beesley & Fildes

  • "It's a very nicely laid out system with easy to follow structural menus and taskpads which, even if I haven't used a particular function before, I find relatively simple to complete."

    Chris Pratt, Pratts Timber and Builders Merchants Ltd

  • "There’s no doubt that bisTrack is a good tool. We’ve a fantastic record for growth and we’re getting a lot out of bisTrack now, particularly over the control of our business."

    Mike MacLellan, MD, GPH Builders Merchant

  • "There’s no doubt that bisTrack is a good tool. We’ve a fantastic record for growth and we’re getting a lot out of bisTrack now, particularly over the control of our business."

    Mike MacLellan, MD, GPH Builders Merchant

  • "We chose bisTrack because we needed to move on to the next generation of software."

    Stephen Fairbairn, MD, Henry Alty

  • "To stand out from the crowd, you need great customer service. Really great customer service."

    Progressive Solutions' guest blog, Builders Merchants Journal

  • "Our relationship with PSI has been transformed this year. This is due almost entirely to having an Account Manager as a single point of contact, who knows our system and our business."

    Eric Jones, IT Manager, Alsford Timber

  • "I'm convinced there's no other system that can deliver better what we need. Apart from its Windows architecture and its powerful functionality, it now has ten years of development behind it."

    Peter Buttle, Buttle plc

bistrack Customer Portal | Progressive Solutions UK

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