CRM = Client Relationship Management, managing your company’s interactions with current and future customers.
In this fast paced mobile world we live in, managing all of your business connections is easiest done through one system. One system that allows you to see all of their contact details, notes on conversations that you’ve had, emails that have been sent between parties and ultimately, the value of the work that you could potentially complete for this connection.
is one such system that helps you to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when. Capsule allows you to manage your sales pipeline, track bids, deals, proposals and other opportunities; it allows you to see where your future income is coming from. Capsule also integrates with Xero, so you can sync your customer and supplier records together and view their invoice history and any overdue invoices; perfect if your meeting with a client to discuss new work to give them a gentle prod to pay their outstanding fees!
The ultimate highlight of Capsule is that it’s mobile. Just download the app and start logging all important client information on the go, instead of carrying around everyone’s business card. To really enhance its capabilities, you can connect with your clients through all your social media avenues and google apps.
It’s a great little add-on that will benefit you and your business. Contact HTA Business Systems for more information.
