Customer Relationship Management (CRM)

Maintaining an efficient, productive relationship with your clients is vital to retaining their custom and there are lots of different Customer Relationship Management (CRM) platforms out there to help you do this, whether custom or off-the-shelf. But if you don’t get the right one for your business then in the long-term they can often work out to be expensive to license, depending on how many users you want to have access. We can advise you on the most suitable system for you, depending on your needs.

In addition to helping clients find an “off-the-shelf” CRM that’s right for them, we’ve also created a number of bespoke CRMs for past and current clients. As well as providing management of customer details, we can also integrate with your phone systems to facilitate call routing and caller ID. We can apply the CRM that’s right for you to your current sales process so that you’re able to easily track the information that you need via a handy dashboard. You can then monitor sales figures, provide accurate client quotes, track profitability and view different reports on all of your clients, including a summary to say which client may be your ‘best’, just so you know to keep hold of them.