Are you a small business who currently uses spreadsheets to track your customer contact details and sales details? If so, our CRM: Off The Shelf package is the answer you have been searching for!
If you are currently using spreadsheers to collate your customer data, don’t worry, you’re not alone! But what this data really needs, is a home. A centralised place where you can use it to its maximum effect! With a CRM, you can track things like;
- When a lead/customer enquired
- How did they enquire
- Who followed up with them and what was the outcome
- Are they new or repeat customers
- Have they paid
Having these answers at your fingertips will make your business more effective and efficient.
Our CRM: Off The Shelf package will use a free CRM such as Hubspot to get you started. We will work on some light customisations and set-up some low level automated workflows using third-party platforms. This means you can connect a few common systems together, saving you time whilst boosting your customer communications.