A CRM is a Customer Relationship Management tool. It allows you to manage relationships with your customers and, most importantly, with potential customers (those who are interested but not yet customers).
Every user interested in your services is a big opportunity, and managing them effectively isn’t just a sales technique—it's the foundation for turning opportunities into satisfied, loyal customers!
You can add potential customers with their basic contact information and
interests. For example: they might be interested in learning about training
course prices, purchasing a puppy, or the summer accommodation rates at your
hotel.
In the right menu > Contacts Option, you can log all
interactions, calls, messages, etc., that you’ve exchanged, and later you can view the
entire history, neatly organized.
This is automatically logged here:
When you add the potential customer
When you convert them into a "real" customer
Every time you send them an email from the software
If the Interested Party or potential customers finally becomes a Customer for your business, all you have to do is click on
