Contact & Task Management
CRM stands for Customer Relationship Management, and is a solution that enables businesses to centrally store contact information on customers, prospects and suppliers etc.
Beyond this it enables you to automate sales and marketing tasks you use to maintain and build relationships, store and segment data, and analyse information related to your contacts.
Client & Prospect info, always available
Keeping track of your contacts, the latest status of tasks, opportunities and interaction with your marketing campaigns gives your sales team much greater insight, enabling them to be more effective.
Understand who and when to follow up
Use lead scoring combined with automation to follow up with your clients and prospects. Prompt your sales team to make contact by phone with automated task creation, or even trigger new campaigns based on prospective client's interest and interactions with your business to continue nurturing them.
Customise your CRM around your business
Every business is different and therefore so is their target audience and the information you need to store. Custom fields and tags can be used to capture whatever information you require to enable your team to be more effective and deliver a quality customer experience.
Why choose us
We work in true partnership being accountable for everything we do. We do not believe in making things sticky for customers, hiding behind contracts, we simply want a relationship that works both ways. If we do not deliver then why should you be held to a contract, we are a monthly pay as you go service, turn it on, off and scale it both up or down at a moments notice.
It is very common for small businesses to use spreadsheets, this is a simple effective way of storing lists of data, but has major limitations. As your business grows it will become increasingly difficult to manage, plus there is no task management, these are completely isolated from marketing campaigns and there is no visibility as to what is actually happening with your prospects and customers beyond some simple notes.
We have experience across a wide range of industry leading CRM solutions. We partner with a provider that is aimed primarily at small and medium businesses, meaning that we can provide an all-in-one CRM, Marketing & automation platform, delivering enterprise features at a very affordable price from as little as £80 per month.
We are here to help you, from initial configuration, continually adapting the system around your needs, to running your entire marketing strategy should you need us to.