The CRM
Customer Relationship Management

A Tool that will take your business to the next level
MEET YOUR NEW ASSISTANT – The CRM

Keep everything you need to not just run your business, but fly your business. A CRM will help you organize the processes your business uses in sales, marketing and services.

If you haven’t yet, check out our blog post about the power of a CRM for your business HERE. You never want to lose a customer to a competitor because you couldn’t find their contact information. Keep billing straight by always knowing what’s coming in and what’s going out. Do your work from anywhere. Your CRM lives in the cloud so you can live the way you want. Don’t want to be at the office tomorrow? Work from home. All you need is to login. 

RIGHT WHERE YOU NEED IT

Organize your leads, your customers, your everything. Having everything in one location can save time, save resources and save money. Add leads into the system and easily convert them into a new customer and manage that new relationship from a multifaceted program. Book an appointment with your new customer and have a Google Meet meeting with them from the comfort of your home office and manage your calendar, to-do lists and entire business with one program. 

MISSION ACCOMPLISHED 

Manage any project with ease. With project integration, you can delegate to your team members, log time, add tasks to be completed and have a complete view of the project from a comprehensive dashboard. Set SMART goals and milestones inside a project to keep everyone on track, focused and motivated.

REACH NO LIMITS

Everything is connected. That lead that got converted into a customer was sent a proposal that they accepted and now it’s time to pay the bill. Invoice your customers from the project you created to include the hours worked if that’s what you’re into or with a fixed rate. The flexibility this software has to offer has a little bit for any business. It automatically comes with PayPal and Stripe payment gateway integration. Once everything is paid, take care of your payments and expenses in your connected accounting software like Quickbooks™ Online and Sage™. 

SHOW THEM YOU CARE

Integrated support for your customers like a trouble ticket system, articles or manuals you can add to a knowledge base to help them when they’re in need and the professionalism and ease to do business with you will have them telling all their friends. A customer login area for your own customers to pay their bills, view important information, schedule an appointment with you and much more.

Additional CRM Modules are 

Available!

The versatility of our CRM software is unmatched. Check out the list below for the great additional features we have available. No two businesses are created equally, so why should your business software? New modules are being created constantly so check back regularly or let us know if you’re looking some something specific.

CRM - The #1 way to build a better business 16
Appointment Manager
CRM - The #1 way to build a better business 17
Zoom™ Meeting Manager
CRM - The #1 way to build a better business 18
Live Chat
CRM - The #1 way to build a better business 19
Sales Commissions Program
CRM - The #1 way to build a better business 20
Team White Board
CRM - The #1 way to build a better business 21
Flow Charts & Diagrams
CRM - The #1 way to build a better business 22
Loyalty & Memberships
CRM - The #1 way to build a better business 23
Google™ Analytics
CRM - The #1 way to build a better business 24
Facebook™ Pixel
CRM - The #1 way to build a better business 25
Timesheets & Leave
CRM - The #1 way to build a better business 26
SAGE™ Accounting
CRM - The #1 way to build a better business 27
QuickBooks™ Online
CRM - The #1 way to build a better business 28
Custom JavaScript
CRM - The #1 way to build a better business 29
Recruitment Management
CRM - The #1 way to build a better business 30
Business Process Modelling
CRM - The #1 way to build a better business 31
Supplier Management
CRM - The #1 way to build a better business 32
Purchase Management
CRM - The #1 way to build a better business 33
Inventory Management