Run. · 04 / 19
CRM & Customer Management
Customer, contact and sales management
Customer, contact and sales management
- 01Customer recordsNew
- 02Enquiry trackingIn progress
- 03Sales stagesReady
- 04Tasks and remindersScheduled
- 05Team reportingDone
What it is
A CRM brings contact information and customer relationships into one system. Your team can see where an enquiry came from, what has been discussed, who is following up and what should happen next.
When you need it
When customers are managed across separate phones, emails and spreadsheets; when contacts are lost or it is unclear who should take action.
What you receive
A CRM built or configured for your process, user roles and team onboarding.
Features
From need to function.
- 01
Customer records
Contacts, communication history, documents and information your team needs.
- 02
Enquiry tracking
Capture contacts from your website, forms and other connected channels.
- 03
Sales stages
Organisation from the initial enquiry through offers, negotiation and closing.
- 04
Tasks and reminders
A contact owner, follow-up deadlines and action notifications.
- 05
Team reporting
An overview of enquiries, offers, results and each user's activity.
An example in practice.
Illustrative example
A real estate agency records each customer and the properties they are interested in. Consultants save visits and offers; the manager sees which enquiries are progressing and which need follow-up.
Where we start
Your current sales process, contact sources, team roles and the information that needs to be stored.