Features - Customer Relationship Manager
A Customer Relationship Manager (CRM) is a piece of software which helps you to manage information and communication with your customers.
With our CRM, all details to do with your customers (notes, files, jobs, etc) are kept in an easy-to-use system that lets you look up anything you want about your customer literally at the click of a button.
You can set "callback" date/times, which will automatically remind you when it's time to contact your customer to push a new product, or discuss a project you're working on with them, etc. Any notes you took during the last call will be available to you, so you're not going to forget where you were, even if the call is months later. For salespeople, this is a vital part of building their pipelines.
You can attach files to your customer, which can optionally be sent automatically to your field workers if they need them - schematics, PDFs, .doc files, anything you can record into a file.
Our CRM lets you create customised forms to manage your customers, so you have a consistent data scheme throughout the website. This means that data recorded in one customer's records are recorded in the same place for other customers, making it easier for your office workers to look the data up.
The CRM also shows a complete history of all work ever done by you, so you can quickly find reports done over time, even years later.