Customer relationship management

Customer relationship management can be regarded as the strongest and most efficient approach in maintaining and also creating a relationship with customers.

Generally, customer relationship management is not only about pure business but rather a platform to identify personal bonding within your clients thus creating both loyalty and retention. Our platform allows you to achieve this through:

• Allowing you as the manager to assign tasks to multiple employees while letting you add task followers, task comments and task attachments.

• Helps you create reminders for staff to help them follow up with the clients and quotes, furthermore with this platform the company’s staff will be able to follow up on jobs that have been completed while assessing the success of the return on investment (ROI).

• Helps you set up reminders for tasks on all activities within the system, this includes to-do items, chasing the clients’ artwork, signing off and also council approvals and permits.

• With this platform, you will be able to add tasks and reminders within quotes, orders, projects, invoices or even day to day activities

• You will also be able to monitor and check when the various tasks have been completed, the date, time and also the various stamped responses.