features , who and why
What does a CRM do?
CRMs can perform a wide array of tasks; if it appears anywhere in a customer’s lifecycle, a CRM will have a function for it. From building brand awareness and marketing, to finding and warming up leads, to managing customer purchases, offering service and support, through to nurturing a long-term relationship with your business, a CRM is a one-stop shop for everything you need to generate and manage your customers.
Each customer record in your CRM tells a story of how you acquired them, what, where, when and how they purchase from you, or interact with your company; and from that story, you can learn more about how to keep them coming back.
From basic contact details and transactions, to previous interactions and even social media activity, a CRM gives you a record of every interaction your company has with a customer, letting nothing slip through the cracks.
Not only does a CRM give you a centralized, organized place in which to store all of your customer data, it also gives you a full picture of your customers’ journey with your company, meaning you can see exactly where in the customer lifecycle they are at all times.
Features
it's not limited to this
CREATE GOOD LOOKING PROPOSALS
LEADS MANAGEMENT
RECORD EXPENSES
RECORD PAYMENTS
AWESOME SUPPORT SYSTEM
KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS
BUILT IN STAFF TASKS
MANAGE CONTRACTS
SEND SURVEYS TO LEADS AND CUSTOMERS
DETAILED CALENDAR
COMPANY NEWSFEED
GOALS TRACKING
CREATE ADDITIONAL CUSTOM FIELDS
SIMPLE REPORTS FOR QUICK OVERVIEW
SURVEY REPORTS
PROJECT MANAGEMENT TOOL
CREATE ESTIMATES
