CRM Integration

A CRM - Customer Relationship Management system - is essentially an organised record of every lead and customer your business has ever had, and a tool for making sure no one falls through the cracks.

For a trades business, this means knowing exactly which enquiries are waiting for a quote, which quotes are waiting for a decision, and which customers are due a follow-up. Most trade businesses manage this in their head, which works until it does not.

When you need this

• You are losing track of leads and forgetting to follow up
• Potential customers are going quiet after an initial enquiry and you are not sure how to re-engage them
• You want a clearer picture of how many leads you have and where they are in the process
• You are growing and need a proper system to manage customer relationships

What is included