CRM
Customer Relationship Management
A Customer Relationship Management (CRM) system serves as a central hub for all aspects of your business. It can be utilised for various tasks, including sales, order processing, managing customer information, tracking delivery details, and handling invoicing. Discover how CRM software for small business can enhance your customer relationships.
A centralised system for your business
-
Keep everything in one place to make it easier to manage your jobs/bookings/staff
-
Contact Logs allows any member of staff to work with any customer
-
Make complicated business processes easier to perform
-
Live customer database reports on the performance of your customers instantly
-
Automate Invoice Generation and uploads to Xero/Quickbooks to save time and errors
-
Never miss an invoice because they are tracked automatically
Can it work for me?
A CRM system can work for any sized business – big or small.
As businesses expand, it can become challenging to maintain organisation and keep essential information in one centralised location. With a growing number of employees and departments, data can become fragmented, leading to communication difficulties and inefficiencies.
Effective communication across your business is essential for its success.
​
A CRM system facilitates seamless communication among teams, even if they are working from different locations or offices. By consolidating data into a single CRM platform, your business gains a centralised point of focus.
​
This system streamlines tasks for all teams. Operating in real-time, the CRM ensures that when a customer’s record is updated following an interaction with one team member, other team members can access the most current information during any subsequent interactions.
This leads to clearer processes and a more professional approach to customer service.
A CRM can include Customer databases, invoice generation, contact logs, customer ordering processes and reporting.
Our customers come to us because the off-the-shelf generic products do not make their live's easier. By creating bespoke CRM systems, you can see everything that you need to see in the way that you want to see it.
Storing your information in a centralised database helps to make the data useful, displaying the right information to the right people.
​
Staff come and go. With all staff working in the same way, when one leaves, you do not lose the information. When one arrives, it is easier to train. A great system can also increase job satisfaction as the staff can see that the company is safe, secure, and in control.
​
When jobs or bookings are entered into the system, they will not get lost. They will be a constant reminder to the next part of the process, using our 15 year experience and techniques to ensure that they do not get in the way of the important work.
​