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.
A centralised system for your business
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Keep everything in one place to make it easier to manage your jobs/bookings/staff
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Contact Logs allows any member of staff to work with any customer
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Make complicated business processes easier to perform
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Live customer database reports on the performance of your customers instantly
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Automate Invoice Generation and uploads to Xero/Quickbooks to save time and errors
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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 grow it can be hard to keep everything you need in one place. With multiple employees and different departments things can become seperated and communication can become difficult.
Communication across your business is crucial to its success.
A CRM enables all teams to communicate effectively, even if they are in different offices or locations. By inputting data into a CRM, your business benefits from a single point of focus.
This centralised system simplifies tasks for every team. Operating in real-time, the CRM ensures that if a customer’s record is updated after speaking with one team member, any subsequent
interactions by other team members will have access to the latest information.
This keeps processes clear and professional.
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.
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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.
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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.