What is a CRM?
Customer Relationship Management software (CRM) is a program that is used to manage projects, people, time, etc. and keeps you on track. We here at OakTree Designs use one to keep us on schedule and organized to keep our customers updated and happy 🙂
Why use a CRM?
Just like a filing cabinet, rolodex or any other piece of office equipment that keeps you organized, a CRM keeps your business and relationships with customers or clients and employees organized so you can stay focused. CRM software can organize client lists, to-do lists, invoices, contracts, sales, expenses, schedules and quite a bit more. It really is a one-stop-shop for keeping everything organized.
Like the sounds of that? Contact us and we can get you set up with your very own CRM.
Christine Kollo
OakTree Designs