The "
Free CRM Plus Account" is a feature we offer to our clients as part of the
Growth and
Prime plans. This account provides access to a Customer Relationship Management (CRM) system, which is a tool used to manage and organize customer information, interactions and sales.
In our
Growth plan, we include access to the CRM for you to manage it. Meanwhile, in the
Prime plan, we also include our premium CRM recipes, automation configuration, and overall configuration of most of the CRM features for you.
Your CRM Plus Account includes the following features:
Contact Management: You can store and manage contact information for your customers, including their names, email addresses, phone numbers, and any other relevant details.
Interaction Tracking: The CRM allows you to track and record interactions with your customers, such as emails, phone calls, meetings, or any other form of communication. This helps you keep a record of your customer interactions for future reference.
Task Management: You can create and assign tasks to yourself or team members, ensuring that important follow-ups and deadlines are not missed.
Sales Pipeline Tracking: The CRM enables you to track the progress of your sales leads and opportunities through various stages of the sales process. This helps you stay organized and focused on closing deals.
Reporting and Analytics: The CRM provides reporting and analytics features that allow you to gain insights into your sales activities, customer behavior, social media performance and overall performance. This helps you make informed business decisions and optimize your sales strategies.
Invoicing: You can generate and manage invoices directly within the CRM, making it easier to handle your billing and payment processes.
Proposals: The CRM allows you to create professional proposals for your clients, streamlining the process of sending and tracking proposals.
SMS Marketing: You can leverage SMS marketing campaigns to reach your customers directly through text messages, promoting your products or services.
Email Marketing: The CRM includes email marketing capabilities, enabling you to design and send targeted email campaigns to engage with your customers.
Automations: You can set up automated workflows and processes within the CRM, saving time and effort on repetitive tasks.
Meeting Scheduler: The CRM provides a meeting scheduling feature that allows you to easily schedule and manage appointments with your clients.
Online Payments and Subscriptions: You can accept online payments and set up recurring subscriptions directly through the CRM, simplifying your payment collection process.
Reputation Management Campaigns: The CRM offers tools to manage and monitor your online reputation, helping you actively monitor and respond to customer reviews and feedback.
Social Media Connections: You can connect your social media accounts, such as Facebook, Instagram, and Google Business Profile, to the CRM. This enables you to schedule posts and handle replies to comments directly from the CRM interface.
By providing such a comprehensive CRM, you can consolidate various tools and subscriptions into a single platform. This eliminates the need for separate subscriptions to scheduling systems, project management systems, email marketing tools, SMS marketing tools, and other similar tools. We offer an all-in-one solution to take your business to the next level by managing customer relationships and optimizing your business processes.
