CRM solutions help you build detailed customer profiles for each of your clients. It records interaction your company has with leads and clients, including meetings, phone calls, or emails.
Since there's a record of past client activity and feedback, you can also determine if another solution or service you offer may fit a client's unique needs, leading to better targeted upselling opportunities.
It is also a platform of synced customer information so all authorized employees can share information about the business needs and expectations of every customer and lead. This cost-efficient solution can help maintain a healthy and sustainable relationship with your clients.
CRM for small businesses with more advanced packages provides additional functionality. For example, the ability to be able to group your customers according to specified criteria, clear presentation of relevant information, searching, and filtering, lead management, and campaign management.
Basic CRM functionalities that help businesses manage their workflow:
Our CRM solutions include all the tools a small business requires for managing projects, scheduling resources, generating invoices, and utilities for managing all aspects of customer relations.
It keeps track of all the details of contact and is also fully integrated with information like calendar, tasks, tags, and documents.
Integration with many third party apps like Google, Outlook, SendinBlue, Amazon SES, etc.
Directly send, view and receive emails from each contact. You can also create personalized folders, mailing list, and organize folders.
Categorize contacts on the basis of demograpics, interest, type of contacts, modules, etc. with tags.
Securely share documents with your clients and users via customer portal. Set permissions to restrict access to confidential documents.
Follow up with your customers and leads regularly using a call list.