If you have this question in mind you’re probably still doubting the worth of it for your business. A CRM system is a powerful productivity tool. Your follow up question here would be - how can it help the productivity of my company? Well, let’s see what kind of features average CRM platform has to offer:
Systematization of your clients’ data
Every interaction, every purchase, every bit of information about your customers will be stored, filtered and optimised. It’s easy, it’s efficient and it’s always here for you to use. Once you try it you wouldn’t be able to imagine your life without it.
Pipeline management
Be in full control of your sales processes and account pipeline with custom status workflows. Create and save your templates to manage everything from leads and clients to project deliveries.
Tracking of orders
Create custom forms to track orders, leads, scoring, and more. Save this data, make reports so that you can use this for further deeper analysis and improvements.
Team discussions
Use team interactions - collaborate and chat with your employees from any device (desktop/mobile apps or your browser). Send attachments, embed HTML and Google Docs, unfurl task links, etc.
Filters & Tags
Create custom tags for your tasks to organize the life of your company. Filter and sort your tasks by specific tags for quick search and convenient work.
Drafts
Create docs, guides, proposals, and more. Manage and edit them, leave comments with your employees in real-time.
Setting of all processes
Create and manage the order of operations by marking tasks as "pending" or "backlog" or any other labels you need (names are customizable). Link similar tasks together to jump between related work.
Quick calculations
Use calculating features to see total contract values, determine total cost to close, revenue, and more.
These are only the tip of an iceberg. Ready to dive in and to learn more about perspectives for your business? Contact us and describe your niche so that we can offer you the most relatable and effective features.