In today’s booming market, every business unit emphasizes on spurting a long term relationship with customers to nurture its stability. Customer’s hopes are now not only restricted to get the best products and services, but they also need a face to face business in which they want to receive exactly what they demand and in quick time.
Customer Relationship Management is an ethical concept or strategy to thicken relations with customers and at the same time conquering cost and improving productivity and profitability in business. CRM provides a well-defined platform for all business units to communicate with their clients and achieve all their needs and demands very effectively and also to build a long-term relationship.
Features of CRM
CRM is a strategy that is customized by an organization to manage and administrate customers and vendors in an effective manner for fulfilling excellence in business. It is primarily entangled with the following features.
Dashboard: Where you can get quick access to all the details of the companies activities such as Invoices in waiting, converted leads, projects in progress, tasks not finished, an overview of the invoice, estimate, and proposal. Even you can have access to all the information like sent emails, customer responses and other related information which was given in the form of funnels, charts, and forms.
Customers’ summary: Where you can get the complete customer details like total customers, active customers, inactive customers, active contacts, inactive contacts, contacts logged in today and many others.
Sales: Here you can manage various sections such as: proposals, estimates, Invoices, payments, credit notes, and items.
Proposals: Where you can see all types of proposals like new, old, drafted, sent and open proposals.
Estimates: Where you can see all types of the estimations like drafted, sent, expired, accepted, and declined.
Invoices: Here, you can see all the invoices that to create and also the recurring invoices.
Payments: Here you can see all the payments to be done
Credit Notes: Here you can see available credit notes
Items: Here you can list all the items that to be included in the estimations list
Subscriptions: Using this feature, you can bill your customers in a more faster way based on subscription billing, which is provided through Stripe. The customer who subscribed to the subscription will be auto-billed via Stripe, and the invoice will be created.
Expenses: Here, you can handle all the expenses like expense reports, creating recurring reports, converting billable expenses to invoice, billable expenses, and record expense.
Expense Reports: You can view the expenses in three types such as detailed expense report, expenses report with Tax and total tax, expenses report with expense vs income
Creating Recurring Reports: The expenses that recur monthly or yearly even you can set the expense when to repeat.
Converting Billable expense to the invoice: Here you can see the expenses that can be converted to invoices just with a click.
Billable Expense: You can create for your customers. For this, you need to create an expense then select the customer. Which then can be converted to invoice.
Record Expense: To add a new expense click on the expense menu and Record the expenses
Contracts: Here, you can view all the contracts that are in. Even you can see contract templates, send contract expiry notification, Renewing contract, and can add the new contract.
Projects: Here you can see all the project details such as add new project status, can add a new project, invoicing project, disallow project team to see the project tasks, timesheet of the project, you can pin a project, and also can go through the finance details.
Tasks: Here you can see all tasks like the status of the new task, disable the project members to see al project tasks, linking tasks to features, bill tasks, recurring tasks, ad ask assignees.
Support: Here you can find all the tickets with various sections like Email piping/auto importing tickets, setup ticket form, ticket service, departments, ticket email templates, auto close tickets, and allow access to tickets to non-staff members.
Leads: Here you can see all the leads that are converted along with lead email integration, setup web to lead form, sending a proposal to customer or lead, create a new lead, convert a lead to customer, and lead source.
Knowledge Base: Where you can write an article and post it to a specific group. Even you have many options like disabling knowledge base, new knowledge base group, new knowledge base article.
Utilities: In which you can handle various sections like media, bulk PDF export, calendar, announcements, activity log, surveys, database backup, and ticket pipe log.
Bulk PDF Export
Surveys: Here, you can create a mail list to send surveys, can create new survey questions, viewing survey results, sending the survey to the mail list, conducting new surveys.
Ticket Pipe Log
Reports: Here, you can view all the reports of sales, expenses, expenses vs income, leads, timesheet overview and KB articles.
Setup: Here you can add the staff of the company in the Saff section, and can also view various sections like customers, support, leads, finance, contracts, modules, email templates, custom fields, GDPR, Roles, menu set up, theme style, setting and help.
Either it is a newly started enterprise or a well-established company, the above features show to be of prime value in dealing with a valid customer through a CRM system.