RELATIONSHIP MANAGEMENT - CRM

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