CRM as a Service
Manage customers, projects, create invoices, and provide support in the Cloud
A Customer Relationship Management software that is a great fit for almost any small business.
Why does my business need a CRM?
Implementing a Customer Relationship Management (CRM) system can bring numerous benefits to your business, regardless of its size or industry. Here are some compelling reasons why your business needs a CRM:
- Improved Customer Relationships: A CRM system centralizes customer data, making it easier to track and manage interactions. This leads to a better understanding of customer needs and preferences, which, in turn, allows for more personalized and effective communication.
- Enhanced Communication: CRM systems enable seamless communication and collaboration among team members. Everyone can access the same up-to-date customer information, ensuring that no leads or customer inquiries fall through the cracks.
- Increased Sales and Revenue: CRM systems help sales teams manage leads, opportunities, and pipelines more effectively. They can prioritize and follow up with leads, leading to higher conversion rates and increased sales.
- Marketing Efficiency: With CRM, you can segment your customer base based on various criteria and send targeted marketing campaigns. This increases the chances of reaching the right audience with the right message, resulting in higher ROI for marketing efforts.
- Data Organization: A CRM system acts as a centralized repository for customer data, eliminating the need for spreadsheets or paper records.
- Improved Customer Service: CRM systems provide tools for tracking customer inquiries and support requests. This enables faster response times and more effective problem resolution, leading to higher customer satisfaction.
- Scalability: As your business grows, managing customer relationships becomes more complex. CRM systems can scale with your business, adapting to your changing needs and helping you maintain customer relationships effectively.
- Automation and Efficiency: CRM systems automate repetitive tasks, such as data entry, follow-up reminders, and lead nurturing. This frees up your team's time to focus on more strategic and customer-focused activities.
- Analytics and Reporting: CRM systems offer robust reporting and analytics tools that provide insights into customer behavior, sales performance, and marketing effectiveness. These insights can guide your business strategy and decision-making.
- Competitive Advantage: By leveraging CRM technology, you can gain a competitive edge. Businesses that understand their customers better and respond to their needs more effectively are more likely to succeed in today's competitive markets.
- Customer Retention: Retaining existing customers is often more cost-effective than acquiring new ones. CRM systems can help you identify at-risk customers and implement retention strategies to keep them engaged and satisfied.
- Compliance and Security: Many CRM systems offer security features and compliance capabilities to protect customer data and ensure regulatory compliance.
FAQ's
What is a CRM?
CRM stands for Customer Relationship Management. It refers to a set of strategies, practices, technologies, and tools that businesses use to manage and analyze customer interactions and data throughout the entire customer lifecycle. The primary goal of CRM is to improve customer satisfaction, enhance customer retention, and ultimately drive business growth. Key components and features of CRM systems typically include:
- Contact Management: CRM systems allow businesses to store and manage customer contact information, such as names, phone numbers, email addresses, and social media profiles.
- Sales Automation: CRM software often includes sales automation features to streamline the sales process, track leads and opportunities, and manage sales pipelines.
- Marketing Automation: Some CRM systems offer marketing automation capabilities to create and manage marketing campaigns, track customer engagement, and segment customers for targeted marketing efforts.
- Customer Service and Support: CRM systems may include customer service and support tools to track and manage customer inquiries, issues, and feedback.
- Analytics and Reporting: CRM software provides tools for analyzing customer data, generating reports, and gaining insights into customer behavior and preferences.
- Integration: CRM systems can integrate with other business applications, such as email, calendar, e-commerce platforms, and third-party tools, to centralize customer data and improve efficiency.
- Customer Segmentation: Businesses can segment their customer base based on various criteria like demographics, purchase history, or behavior to tailor their marketing and sales efforts.
- Lead Management: CRM systems help businesses track and manage leads from initial contact to conversion, ensuring a systematic approach to nurturing potential customers.
What is CRM as a service?
CRM as a Service (CRMaaS) is a cloud-based service model that provides Customer Relationship Management (CRM) software and related tools as a subscription or on-demand service. In this model, CRM software and its associated features are hosted and maintained by a third-party provider in the cloud, and customers access the CRM application via the Internet. CRMaaS is a subset of Software as a Service (SaaS), which delivers software applications over the internet. Here are some key characteristics and benefits of CRMaaS:
- Accessibility: CRMaaS solutions are accessible from anywhere with an internet connection, allowing employees to access customer data and manage relationships remotely. This accessibility is particularly valuable for businesses with remote or distributed teams.
- Lower Upfront Costs: CRMaaS eliminates the need for organizations to purchase and maintain their own CRM software and infrastructure. Instead, they pay for the CRM service on a subscription basis, which can reduce upfront capital expenses.
- Scalability: CRMaaS solutions often offer scalable resources, allowing businesses to easily adjust the number of users or the features they need as their requirements change. This scalability is beneficial for growing businesses.
- Regular Updates and Maintenance: The CRMaaS provider is responsible for software updates, security patches, and infrastructure maintenance, relieving customers of these tasks and ensuring that they are using the latest software versions with improved security features.
- Integration: Many CRMaaS platforms offer integration options to connect with other business systems, such as email, marketing automation, and e-commerce platforms, to streamline data flow and improve efficiency.
- Data Security and Compliance: CRMaaS providers typically have robust security measures and compliance certifications (such as GDPR, HIPAA, etc.) to protect customer data and ensure regulatory compliance.
- Collaboration: CRMaaS often includes collaboration features, such as shared calendars, task management, and communication tools, to facilitate teamwork and coordination among employees.
- Analytics and Reporting: CRMaaS solutions offer analytics and reporting tools to help businesses gain insights into customer behavior, track sales performance, and make data-driven decisions.
- Customer Support: CRMaaS providers typically offer customer support and service-level agreements (SLAs) to ensure that customers receive assistance and timely responses to issues.
Features and Benefits
Explore the awesome CRM features that will help you get your business to the next level.
Project Management Tool
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. The ability to assign multiple staff members on task and track time logged by designated project members.
One Click Invoice Creation
Build professional and great-looking invoices. Attach files and send them directly to your clients including the invoice PDF. Invoice with a different tax based on item. Create recurring invoices that will be regenerated automatically based on your setup for recurring invoices (every X months). You can set recurring starting from 1 month to 12 months.
Create Estimates
Create an estimate within minutes. Send to your customers and wait for them to accept. The Ability to auto-convert the estimate to an invoice after the customer accepts. The customer can view and take action without logging in.
Create an estimate within minutes. Send to your customers and wait for them to accept. The Ability to auto-convert the estimate to an invoice after the customer accepts. The customer can view and take action without logging in.
Awesome Support System
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, knowledge base links, ticket priorities, and ticket statuses.
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, knowledge base links, ticket priorities, and ticket statuses.
Knowledge Base for Customers and Staff Members
Add knowledge base articles for your internal staff or customers. “Did you find this article useful?” vote included in the clients area.
Add knowledge base articles for your internal staff or customers. “Did you find this article useful?” vote included in the clients area.
Built-In Staff Tasks
Assign tasks to multiple employees, add task followers, task comments, and task attachments.
Assign tasks to multiple employees, add task followers, task comments, and task attachments.
Manage Contracts
Use the contracts feature to lock in current and future sales. Create PDF documents in a minute and send them to your customers via the built-in sending contracts feature. The ability to send customer reminders before the contract expires is also available.
Use the contracts feature to lock in current and future sales. Create PDF documents in a minute and send them to your customers via the built-in sending contracts feature. The ability to send customer reminders before the contract expires is also available.
One Click Invoice Creation
Build professional and great-looking invoices. Attach files and send them directly to your clients including the invoice PDF. Invoice with a different tax based on item. Create recurring invoices that will be regenerated automatically based on your setup for recurring invoices (every X months). You can set recurring starting from 1 month to 12 months.
Send Surveys to Leads and Customers
Create surveys and impress your customers. Add your question and improve your company's productivity. Send surveys to leads, customers, and staff members, and manually created lists.
Create surveys and impress your customers. Add your question and improve your company's productivity. Send surveys to leads, customers, and staff members, and manually created lists.
Detailed Calendar
Have a clear view of all your company events, invoice expiry dates, contract expiration, estimate expiration, and task due dates.
Have a clear view of all your company events, invoice expiry dates, contract expiration, estimate expiration, and task due dates.
Goals Tracking
Set up goals and track achievements. Notify staff members with ease.
Set up goals and track achievements. Notify staff members with ease.
Create Additional Custom Fields
Add custom fields to the major parts of your CRM. You can add custom fields to PDF invoices, estimates, customers, contacts, etc...
Simple Reports For Quick Overview
Sales, items, total income, reports by customers, etc. Custom date picker features
Multiple Payment Gateways
Accept credit card payments with popular payment gateways like Authorize.Net, Stripe, Paypal, and more!
3CX Business Phone System Integration
Our CRM integrates with our 3CX business phone system.
Allow your staff to help clients quickly and efficiently by having them open the client's CRM profile when they call in!