Why FM Contractors Choose Arez CRM
Streamline operations, boost efficiency, and deliver exceptional service with a CRM built specifically for facilities management.
Empower Field Teams With Job Context
Your engineers and technicians perform best when they arrive prepared. With CRM data synced across your job management system, every field worker has access to full client histories, site information, past work, and asset records — even on mobile. That means fewer site revisits and more first-time fixes. Giving your field teams the same visibility as your office staff creates faster resolutions, better communication, and a consistent customer experience that strengthens loyalty and repeat business.
Streamline Workflows and Cut Admin Time
A modern field-service CRM eliminates repetitive admin by centralising quotes, contacts, site details and documents in one place. Teams can log calls, send proposals, and update job notes instantly — no re-typing or double-handling. This saves hours of paperwork each week and keeps your back office focused on growing the business rather than chasing data. Automated reminders and smart task lists ensure no detail is missed, even across multiple projects. By uniting sales, operations and customer care in a single view, your entire business runs smoothly, communication improves, and productivity climbs.
Capture Every Lead and Convert Faster
Stop losing enquiries in emails and spreadsheets. A contractor-ready CRM gives you a complete view of every lead, quote and customer interaction, from the first enquiry through to invoicing and renewal. You can easily track opportunities, assign tasks to your team, and automate follow-ups so that every potential job is captured, actioned and converted. By connecting your sales pipeline with job management and service delivery, you ensure a seamless transition from quote to on-site work. Whether the lead came from your website, phone, or WhatsApp, your team has instant access to the full customer journey, enabling faster response times and higher conversion rates.
Gain Real-Time Insights to Grow Your Business
With all your leads, jobs and customer data in one place, your CRM becomes a central intelligence hub. You can track sales performance, monitor conversion rates, and measure which contracts or clients are driving the best margins. Visual dashboards turn data into actionable insights — showing where to focus your time, how to optimise your team, and how to increase profitability. The result is a smarter, data-driven business that grows faster and serves clients better.
Automate Renewals, Maintenance and Follow-Ups
Recurring contracts, planned maintenance and service renewals are the backbone of profitable contracting. An integrated CRM automates reminders for quotes, maintenance schedules, and compliance renewals — ensuring you never miss an opportunity. You can set triggers for contract expiry, overdue inspections or client inactivity, with automatic notifications to the right team members. This proactive approach builds stronger client relationships, creates consistent recurring revenue, and positions your business as reliable and responsive.
Arez Sales Pipeline+ gives FM and contracting businesses a single, intelligent hub to manage every lead, quote, and customer relationship. Designed for cleaning, HVAC, electrical, plumbing, and security contractors, it unites your sales, jobs, and compliance data in one platform — so you can track opportunities from the first enquiry to final invoice. With AI-driven lead scoring, automated follow-ups, and instant voice-to-lead capture, Sales Pipeline+ helps you convert faster, stay organised, and scale without adding admin. It’s more than a CRM — it’s your growth engine built for the real world of facilities management.
Frequently Asked Questions
Explore Commonly Questions and Expert Answers About Arez Workforce Management
A field service CRM helps contractors and facilities management teams manage customer relationships, quotes, and ongoing jobs from one central platform. It connects your sales, operations, and job tracking, so every lead, quote, and contract stays visible and organised across the business.
Arez CRM, known as Sales Pipeline+, is designed specifically for facilities management and service contractors — including cleaning, HVAC, plumbing, electrical, and security. It brings your client communication, quoting, and scheduling together to streamline workflows, reduce admin, and help you win more contracts.
Yes. Sales Pipeline+ uses AI lead scoring, automated follow-ups, and voice-to-lead capture to help you convert faster and stay ahead of your pipeline. It intelligently prioritises leads, tracks opportunities, and keeps your team focused on revenue-driving activities.
Absolutely. Sales Pipeline+ integrates seamlessly with the full Arez platform — including FieldIQ, Operate, and Frost — so your sales and operations teams stay in sync. From the first enquiry to the completed job, every step is connected in one secure system.
A contractor CRM simplifies job quoting, client communication, and customer relationship management. It gives your business full visibility over every lead, site, and contract, helping you make faster decisions, improve customer retention, and grow consistently.
Yes. Whether you’re a local FM contractor or a nationwide service provider, Sales Pipeline+ scales with your growth. With built-in automation, mobile access, and custom pipelines, it’s built to fit your team size, service type, and contract complexity.
Still have a question?
Let's Connect
Feel Free To Contact By Phone Or With Our Form If You Have Any Questions Or Need Assistance On Product Information.
0800 099 6196
info@arez.io
137A Molesey Avenue
Molesey, London KT8 2RY, England
Arez is a product suite for managing the complete lifecycle of frontline workforce management, including hiring, vetting, compliance, scheduling and operations.It includes modules for vendor management, compliance management, and operations management.
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