Track leads, convert prospects, and retain customers with these great CRM solutions.
Running a successful business isn’t easy, so a quality customer relationship management (CRM) tool is vital. They allow you to manage and analyse customer interactions and data throughout the customer lifecycle, helping to improve business relationships, assist in customer retention and of course, drive sales growth.
CRM systems are designed to compile information on customers across different channels – or points of contact between the customer and the company – which could include its website, telephone, live chat, direct mail, marketing materials and social media. CRM systems can also give customer-facing staff detailed information on customers’ personal information, purchase history, buying preferences and concerns. So work smarter, not harder, and reap the rewards with our Top 5 CRM software.
Kickserv is a cloud-based CRM app that helps smaller businesses (SMEs/SMBs) automate their processes to help improve customer satisfaction, increase productivity, and of course, maximise profits – kerching! Kickserv’s platform includes various modules for job management, scheduling, estimates, invoicing, and CRM. Real-time syncing with QuickBooks is a great feature and ensures that a business’ financial data, such as contracts, invoices and payments, are updated as they happen. With QuickBooks Online and QuickBooks Desktop sync, Kickserv provides business with a seamless way for users to accurately maintain their accounts across multiple platforms. A really cool feature of Kickserv is the calendar. Kickserv’s calendar (which supports iCal) allows for drag-and-drop appointments, and dynamic calendar filtering, whilst color-coded calendars help field technicians see quickly what appointments are scheduled in their immediate schedule. Kickserv uses subscription pricing and has a number of pricing plans to choose from, starting at $29/month for two users.