CRM Service plus more.
Do more than customer relationship management when you combine with projects and more.
Project management CRM
Manage customer relationships and participate in project management
Project billing CRM
Get detailed billing information on all your customers. Instantly.
Customer management software
Track customer support, assign issues, send canned responses and publish a knowledgebase.
Share documents without email.
Create folder templates for clients. Set permissions and allow remote access over the web.
Pursue every sales lead.
Create web forms to capture sales leads. Assign and qualify leads, issue quotes and set follow-ups.
Many smart small business owners are realizing the power of a CRM (Customer Relationship Management) service. With budgets tightening, they are realizing the highest ROI is on making sure that the leads they already have get converted to sales and customers. And then of course there is the old saying that it is always easier to keep a current customer happy than to find a new one. A CRM service is a perfect tool for making sure that customers get the highest level of attention with all of their case data in one place.
However, a big question many businesses ask is whether to buy a CRM software package to install on their computers or go with a "Software as a Service" (Saas) model and sign up for a CRM service.
With a software package, companies are forced to make an upfront purchase, whereas with a CRM service, they pay a monthly fee to get access to an online suite of tools. That fee is usually a fraction of the cost of the software. A lot of small businesses will choose the cheaper upfront option because it helps them maintain a better cash flow situation. Other businesses will look at the ongoing cost of the CRM service and think that it might be better to make a one-time purchase of software. At first glance this sounds like it could benefit some businesses, but even on the issue of long term costs the CRM service has some surprising advantages.
A powerful, web-based CRM service should incorporate all functions of a small business, not just client management. It should provide real-time insight into how your business is tracking at any given time.
