Benefits of the CRM
- Segment your data into prospects, clients, partners and many more.
- Quickly bulk uploads or download client info with a CSV file.
- Automatically update/create contacts when filling in online forms.
- Quickly send direct messages to clients.
- Add to pipeline
- Assign workers to looks after clients
- Add them to a email/sms campaign
- Get alerted when a something has happened like a client has messaged you or a new prospect has been created.
- Save all their information including social media addresses direct into their personal info area.
- Set tags onto clients so when filtering them you can be specific with your targeting.