CRM is a must
For a company that is tasked with different departmental goals, a CRM solution is invaluable. It frees the time that would have otherwise been spent by the staff to do trivial tasks such as sending follow-up emails, notifying on call schedules, renewing client accounts and so on. When combined with email marketing, it makes for a personalized and effective communication platform.
Intuitive Project Management Hub
Users can switch between their projects with ease. Each project is assigned an account, populated with details of that particular project. Everything relating to the campaigns you are running can be viewed here, together with other pertinent details such as billing and invoice creation. The account of each project can be customized with special permissions and features to make it distinct in both look and feel. Switching between client projects takes one click, and multiple client accounts can be viewed together.
There is no blanket solution for all clients, so we focus on offering the framework while you populate it as you wish. Whether you want some back-end access and make programming adjustments, or want a solution that does not require coding, you will find our platform to be beyond satisfactory. The same freedoms extend to designing, where you can import your own designs, create from scratch, or use our templates and customize every element until it matches the brand. Drag and drop editors are available for easy designing. Use the feature to create PDF invoices and estimates.
Due attention is given to the reporting and analytics capabilities of the CRM software. Data and metrics are delivered for every measurable variable. Thanks to this innovation and forward-thinking, you can accurately analyze the health and strength of your campaigns, as you revise and adjust to meet your conversion goals.
Due attention is given to the reporting and analytics capabilities of the CRM software. Data and metrics are delivered for every measurable variable. Thanks to Third party autoresponders are not necessary as this functionality is integrated into the CRM. This feature supports other email marketing efforts, ensuring communication is maintained throughout the journey of your clients’ visitors. Other features bundled into the CRM software include quick invoice creation, estimate creations, and proposal form builders that support YouTube videos, images and tables. It also includes a leads management feature that allows you to keep track of leads and follow their progress. You can import the leads from emails received and create proposals on a need basis. Engage your staff as well with our task assigning feature which allows you to task everything from followers to comments and attachments.
Segment all leads based on their origins and the history of their interactions in your CRM program. Define the different segments you want based on variables such as time spent on the site, the links they used to reach the landing pages, the information they have filled out, their geographical location and so on. With segments, campaigns can be more targeted and these email and other marketing campaigns can be created inside the CRM. Create and send surveys to different leads and customers to improve conversions and productivity.
Automated workflows turn a robust CRM with an indispensable asset. Having understood the behavioral interactions your visitors have with different sites, create event-based triggers. These workflows can be customized for each individual client and adjusted based on performance. There are those that can be shared across clients such as sending reminders to visitors to answer the CTA, offering incentives, or celebrating seasonal events.
Record Expenses and Payments
Record your company expenses by automating billable recurrent expenses at predetermined periods which could be anything from days to weeks to months. Receive payments in multiple currencies and keep a record of them through an automatic PDF receipt. Similarly, use the contracts feature to pin current sales and future ones. Create PDF documents effortlessly and share with your customers to remind them of the expiry of their existing contracts. As a plus, you also get a calendar tool to view all your company’s events, due invoices, contracts and tasks.