CRM |
Customer Relationship Management

Customer relationship management |CRM software is beneficial for a couple of reasons. First, a CRM tool is an excellent option for companies whose customer base has become too large for spreadsheets. Spreadsheets work well until you find yourself spending more time updating them than actually using them to find information. Second, CRM tools centralize customer information within an ERP system, allowing quick access when working with other system parts. For instance, an integrated CRM enables users to access billing information and customer addresses when processing shipments. In addition to contact management, CRM tools also handle marketing automation, sales pipeline activities, and lead management. With our ECRMRP software, you can design and implement comprehensive customer care solutions. You can easily create campaigns, track customers throughout the sales lifecycle and gauge customer satisfaction. ERP’s customer service management capabilities make it easy to improve long-term customer retention.

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Key / Built-in Features of our CRM.

CRM stands for “Customer Relationship Management” and is a software system that helps business owners easily track all communications and nurture relationships with their leads and clients. A CRM replaces the multitude of spreadsheets, databases and apps that many businesses patch together to track client data.

● Manage and invoice projects with the powerful Project Management Feature.
● Link tasks to many CRM features and stay organised.
● Add any new module without any extra cost, e.g. Sales Commission Module.
● Build professional, great looking estimates and invoices.
● Powerful support system with ability to auto import tickets.
Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
● Add task followers even if the staff is not project members. The staff member will be able to track the task progress without accessing the project.
● Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organise your leads in stages and change stages easily with drag and drop.
Integrate your eCommerce store, and manage everything from Inventory to Sales.
● Create good looking proposals for leads or customers and increase sales.
● Record your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
● Know more about your customers with a powerful CRM Module.
● Increase customer retention via built-in Surveys.
● Use the Goals Tracking feature to keep sales goals in mind.
● Create announcements for your staff members and customers.
● Use Contracts feature to lock in current and future sales.
● Custom fields can store extra information for customers, leads and more.
● Receive payments from Paypal and Stripe in different currencies worldwide.
● Tons of configurable options.
● Style the CRM to your company branding with the powerful theme styling feature.
● Separated media folder for non-admin staff members to work inside the CRM and organise their uploads and files.
● Great looking calendar for each staff member based on staff permissions.
● Follow ups, reports, notes, files and many more features.
● Generate any report on a single click professionally.
● Automated Database Backups.
● Generate reports conclusions in graphs, comparisons, and so much more.

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Benefits of CRM Software

1. Better client care
Current CRM programming has many capabilities, however the product was made to further develop business-client connections, that is as yet its primary advantage. A CRM deals with your contacts in general and accumulates significant client data - like socioeconomics, buy records and past messages across all channels - and makes it effectively open to anybody in your organization who needs it. This guarantees that your representatives have all they need to be familiar with the client readily available and can give a superior client experience, which will in general lift consumer loyalty.

2. Expanded deals
A CRM device can assist you with smoothing out your deals cycle, fabricate a deals pipeline, mechanize key errands and break down every one of your deals information in one brought together spot, possibly expanding deals and efficiency. A CRM assists you with laying out a bit by bit deals process that your workers can depend on like clockwork and that you can undoubtedly change as issues emerge.

3. Further developed client maintenance
Whenever you've acquired and changed over drives, you genuinely should invest the energy to hold them as clients and advance client faithfulness. High client turnover can have many adverse consequences for your business, as lessened income or upset income, so utilize your CRM and the data it gives about your clients to support rehash business. The CRM will give opinion examination, computerized tagging, client assistance robotization and client conduct following to assist you with deciding issues and immediately address them with your clients.

4. Definite investigation
It's one thing to have a lot of information about your clients, yet you want to understand what it means and how to utilize it. CRM programming normally has inherent scientific abilities to contextualize information, separating it into noteworthy things and effortlessly grasped measurements. Measurements, for example, navigate rates, bob rates, and segment data permit you to pass judgment on the outcome of a promoting effort and improve likewise.

5. Higher efficiency and productivity
CRM programming utilizes showcasing mechanization innovation, which speeds up modest undertakings like dribble crusades and opens up your representatives' chance to zero in on work no one but people can deal with, such as making content. It can likewise guarantee that no undertakings escape everyone's notice (e.g., immeasurably significant messages are constantly shipped off the ideal individuals). Furthermore, a CRM can show you a dashboard of how your business processes are functioning and where your work processes could get to the next level. [Read related article: How Workplace Automation Software Can Help Your Business]

6. Incorporated data set of data
Something else CRM programming truly does best is furnishing a unified data set with all data on your clients, making it effectively open to anybody in your organization who needs it. This makes it simple so that a salesman could see what items a specific client is keen on, for instance. Assuming the client has recently associated with the organization, the CRM will incorporate records of that communication, which can illuminate future promoting endeavors and attempts to sell something. This saves your workers the hour of digging through old documents and records, and it makes for a superior and more useful experience for the client.

7. Overseen interchanges with planned leads
Lead supporting can be a burdensome and confounded process, with many advances and valuable chances to impart. A CRM naturally deals with the cycle, sending your workers cautions when they ought to contact the possibility and following each communication, from messages to calls. "One extraordinary benefit of [CRM] is that you can see your client's process comprehensively," said Michael Miller, CEO of VPN Online. "With each stage in the plan and each email you conveyed surveyed, you can rapidly sort out the following move to make. It resembles seeing it from the top view, and you can undoubtedly make a choice on what to do straightaway."

8. Further developed client division
A rundown of many contacts can inconvenient and overpower. For instance, how do you have at least some idea which clients need to see your email about your new in-store item? A CRM will consequently section your contact records in light of your rules, making it simple to find the ones you need to contact at some random time. You can sort contacts by area, orientation, age, purchaser stage and then some. "Computerization really permits the advertiser to have a more significant comprehension of the client and have more important collaboration when they truly do communicate as a result of it," Philips said. "The significant part to comprehend about mechanization is that we would rather not compose a general email to our clients. All things considered, we need to send messages mirroring clients' inclinations, interests and values by portioning them into bunches utilizing the information gathered inside the CRM." [Read related article: Why Demographics Are Important in Marketing]

9. Computerized deals reports
Your group can undoubtedly gather and coordinate information about planned and current clients utilizing the CRM programming's dashboard and revealing highlights, which permit workers to robotize and deal with their pipelines and cycles. The CRM can likewise assist your colleagues with assessing their presentation, track their portions and objectives, and really look at their advancement on every one of their ventures initially.

10. More exact deals determining
With any business activity, you should have the option to audit your previous presentation and decisively plan for what's in store. Utilizing the mechanized business numbers in CRM programming, you can distinguish key patterns and find out about what's in store from your future deals cycle execution, while changing your objectives and measurements to suit those projections. [Read related article: 7 Ways to Improve Your Sales]

11. Smoothed out interior correspondences
Beside working with correspondence between your business and your clients, a CRM can make it more straightforward for your representatives to speak with one another. A CRM makes it simple to perceive how different workers are talking with a possible client, which assists your group with keeping a brought together brand voice. It additionally permits colleagues to send each other notes or alarms, label each other on projects, and send messages and messages, all inside one framework.

Cloud Based CRM Application.

How is the services industry different?
For service businesses, the speed of service and customer happiness are paramount to building a positive customer relationship. It differs from traditional businesses in the way that your services are recurring in nature rather than a one time purchase. Your customers want personalized service, contact-on-demand, quick solutions, and direct communication with their field agents.

What are the key functionalities service industries should look for in a CRM?
Integrated document management
Single system omnichannel communication
Vendor and contractor management
Sales order and purchasing order generation
Billing and payments
Marketing automation to generate leads
Campaign management

CRM Pricing

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