RELATIONSHIP MANAGEMENT - CRM

RELATIONSHIP MANAGEMENT - CRM

Relationship Management
Relationship Management
Relationship Management
Relationship Management

Our robust relationship management system (CRM) allows you to easily manage all of your relationships at both a company level and individual level. It allows you to manage and track all relationships including your previous customers and subcontractors. Our system gives you the tools to build long-term relationships and strategic success and growth. In the field, you will enjoy instant access to all information, including your job-related activity and the ability to quickly create a voice-to-text note about your visit in seconds.

Here’s how our CRM will help you:

  • Organize all contacts by company and location

  • Unique routing system allows you to efficiently design stops

  • Interactive map will allow you to find all of your friends with ease

  • Manage contact-related tasks and follow ups in an easy-to-use format

  • Automatic scoring system helps prioritize and organize your marketing approach

  • Notes are a breeze with access to all of our platforms: Phone, iPad, laptop, and desktop

  • Referral and Contact reports help keep a pulse on your revenue streams and relationships

  • Avoids duplicate entry by synchronizing all contact information with job-related relationships

  • Organize and report your contacts with optimal flexibility that is personal to your organization through our tagging system

  • Emailing and calling any of your contacts is available at the click of a button thanks to an efficient design that integrates all contacts into your job and contact management features

Our robust relationship management system (CRM) allows you to easily manage all of your relationships at both a company level and individual level. It allows you to manage and track all relationships including your previous customers and subcontractors. Our system gives you the tools to build long-term relationships and strategic success and growth. In the field, you will enjoy instant access to all information, including your job-related activity and the ability to quickly create a voice-to-text note about your visit in seconds.

Here’s how our CRM will help you:

  • Organize all contacts by company and location

  • Unique routing system allows you to efficiently design stops

  • Interactive map will allow you to find all of your friends with ease

  • Manage contact-related tasks and follow ups in an easy-to-use format

  • Automatic scoring system helps prioritize and organize your marketing approach

  • Notes are a breeze with access to all of our platforms: Phone, iPad, laptop, and desktop

  • Referral and Contact reports help keep a pulse on your revenue streams and relationships

  • Avoids duplicate entry by synchronizing all contact information with job-related relationships

  • Organize and report your contacts with optimal flexibility that is personal to your organization through our tagging system

  • Emailing and calling any of your contacts is available at the click of a button thanks to an efficient design that integrates all contacts into your job and contact management features