"We need to track our interactions with clients and other contacts."
Every business has contacts – customers, prospects, suppliers and others – and keeping track of all your interactions with them can be quite a task.
Marketing would like to be able to target their communications toward the correct people. They need to categorise the individuals and companies, and to track who is interested in what. They’ll also want to keep tabs on the success of each campaign.
Sales need reminders for follow-ups, calls and meetings, so some kind of diary system, linked to the contacts and opportunities, is a must.
Service need to be able to see the whole picture for a client, including their colleagues’ interactions – emails, calls, etc. Support cases (or jobs, or tickets) will have to be recorded and tracked over time.
Customers might also benefit from accessing the system directly. Perhaps you’d like to grant them access to their own jobs/cases and provide them with a knowledgebase of documents.
We’ve based our online CRM solution upon EspoCRM – a popular open source system – and then added various customisations. The greatest thing about this approach is that we can customise it further if your business has specific needs.
Why not visit our demo site, or use the button below to contact us and we can set you up a more personal and customised trial.Let's Talk