Customer Relationship Management (CRM)—software designed to automate customer interaction strategies, boost sales, optimize marketing, and improve customer service.
Most companies still manage clients in Excel spreadsheets.
Now imagine that same spreadsheet—but with a built-in client card containing their entire history, from first contact to purchase.
You can add timed tasks, replay calls, track work statuses, automate follow-ups, and transfer histories between managers—all without losing quality, because CRM stores everything.
CRM automates workflows and minimizes human error. Leaders gain more control with less oversight, freeing time for business growth.
What can CRM do?
- Store complete client interaction histories
- Schedule work plans
- Integrate with email, document systems, IP telephony, accounting, social media, and corporate websites
- Automate timed client outreach
- Generate reports on manager efficiency
- Organize data for analysis and reporting
CRM simplifies and flexibilizes client management for every team member. Try it—you’ll appreciate the difference!