Bespoke CRM
(Customer Relationship Management)
The biggest question we get most of the time is what is a CRM?
CRM stands for customer relationship management and first and foremost it does what it says on the tin. With a company CRM you can keep track of all of the correspondence between your company and customer, job or project, contact details for people, you can set follow ups or reminders so you don't forget to do things.
However, the possibilities don't end there.
You could link it to your accounting software like Xero and display invoices for each customer. You could link payments to emails and remind customers when payments are due.
Store files against customers or projects, whether its a PDF, spreadshet or video, so you never lose what has been sent to you or sent by you.
Are you a strong sales led business? Track sales opportunities so you can see where you are losing out and gaining.
The posibiltiies with a CRM are immense, and whereas a lot of companies muddle through with folders and files, with a CRM its all in one quick and easily searchable place.
See how fast searching of a CRM can be:
This is a sample piece of data of 200 entries across 3 pages of results. Try searching for Nappin, you can do this by typing it in the top of the Last name column.
| Id | First Name | Last Name | Company Name |
|---|---|---|---|
| Id | First Name | Last Name | Company Name |
Do you have a system, process or online solution you need help with?
Drop us an email, try and be as specific as you can and then we will be in touch to explore how we can help you achieve your goal.
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