Whether you're a small or large business, a marketer or a financial advisor, you need to keep track of your customers. You can keep track of them in different ways. No one probably uses paper address books anymore, but excel databases probably do. But no spreadsheets will allow you to do what a CRM system does. What can it do and why is it the best solution for customer records?
CRM serves as a directory where you store all your information in a clear way. If you have business people among your clients, CRM fills in their basic details automatically from the commercial register. Thanks to optional fields, you can enter personal data, contacts or even interests and hobbies for your clients. You can also tag clients so you can see at a glance what you are dealing with.
In short, you can tailor the entire solution to your needs so you can record exactly what you need for your business.
Appointments and reminders
Schedule appointments, calls and other tasks on your calendar right in the CRM. You can then always see what activities you have scheduled with the client on the client card. So if you make an appointment with someone, you'll see it on the calendar and in the address book.
You can clearly see what you have planned with whom. And with reminder settings, you'll never forget anything.
Relationship history with the client
Does the client mention any details in the meeting? Write it down in a note and you can bring it up at your next meeting. For each contact, keep track of meetings, documents, offers, emails you've sent - in short, everything you've ever discussed with the client, and most importantly, how much money is at stake.
Marketing campaigns to saved contacts
By linking your CRM solution with mailing tools, you can easily send out a mass email or newsletter to customers or potential clients.
Client records accessible from anywhere
Another advantage of a CRM solution is accessibility - you and your colleagues can access client information anytime, anywhere. Thanks to an app on your phone, you can enter information immediately after a meeting, for example via voice message.
CRM is a solution not only for contact records, but also for sales management and automation, marketing or HR. It will strengthen customer relationships and facilitate teamwork.
In our RAYNET CRM you can easily connect it to other tools you use, such as accounting or mailing systems.