Overview

Details Storage: Our CRM allows you to store and manage comprehensive information about each contact, including names, phone numbers, email addresses, job titles, and personal notes. This centralised repository ensures that all essential contact details are easily accessible.

Interaction Tracking: Keep a detailed history of all communications and interactions with each contact, such as emails, phone calls, meetings, and notes. This feature helps in understanding customer behaviour and preferences.

Segmentation: Efficiently group your contacts into segments based on specific tags. This segmentation facilitates targeted marketing and personalised communication strategies.

Search and Filters: Quickly locate specific individuals or groups using our robust search and filtering options, enhancing your ability to manage and engage with your contacts effectively.

Company Profiles: Maintain detailed profiles of the organisations your business interacts with, including industry, size, contact information, and related contacts. This comprehensive overview aids in strategic decision-making.

Relationship Mapping: Easily manage and visualize the relationships between different contacts and organizations, providing a clear picture of your business network.

Notes and Attachments: Attach relevant documents, contracts, and notes to organisation profiles for seamless access and better information management.

Issue Tracking: Create and manage tickets for customer support issues, product defects, or service requests, ensuring that no problem goes unresolved.

Prioritization: Assign priority levels to tickets to address the most critical issues promptly, enhancing customer satisfaction.

Assignment and Workflow: Allocate tickets to specific team members and monitor their progress through various resolution stages, ensuring efficient issue handling.

Customer Communication: Maintain transparent communication with customers regarding the status of their tickets and resolutions, fostering trust and reliability.

Task Creation: Generate tasks for team members with details such as due dates, priority levels, descriptions, and related contacts or organisations, ensuring clarity and accountability.

Assignment: Assign tasks to specific team members and track their progress, promoting efficient workflow management.

Collaboration: Enable team members to collaborate on tasks, share updates, and leave comments, enhancing teamwork and productivity.

Scheduling: Organise meetings with contacts by setting dates, times, and locations, streamlining your scheduling process.

Follow-ups: Create follow-up tasks or tickets based on meeting outcomes to ensure that action items are addressed promptly, maintaining momentum and progress.