Client Management Information System - CRM

What is a CRM Software Solution?

Customer Relationship Management (CRM) systems help businesses manage their customer and business relationships by providing one central location to gather present and historical information, automate manual business process, and communicate with prospective and current clients in a timely fashion.
A powerful, small business–oriented CRM solution does this all on one platform, keeping your business connected end to end with minimal IT involvement and setting you on the path to major growth. So when it comes to knowing the customer, everyone is on the same page.

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Everything you need to manage your customers, prospects and sales

Get close to your customers with our CRM software. How? Well, by managing all aspects of the relationship. That spans the entire customer lifecycle: first contact, ongoing inquiries, lead nurturing, conversion, renewal and long-term interaction.

Analysis and Reporting - Generate reports on the fly, analyze results and make improvements.
Better Customer Support - Increase customer satisfaction through real-time responsiveness.
Sales Automation - Automate routine sales processes to increase productivity.
Marketing Management - Track and monitor your marketing campaigns to get better results.

Features / Benefits

  • Easily manage your client database
  • Link Jobs to Customers and Websites
  • Record client website details
  • Generate PDF invoices, email invoice to customer straight from system
  • Track your income and expenses
  • File upload for Customers and staff.
  • Receive payments on invoices via secure PayPal
  • Manage members from your group or club
  • Dashboard overview showing your TODO items
  • Mobile friendly system
  • Host this system on your own internal server or public website hosting account.
  • Customer signup on your website
  • Customers can sign up using a form on your website
  • You can email a Job to a Customer from within the CRM
  • Support for multiples currencies & tax rates
  • More features on request
  • Add custom fields to forms through out the system.
  • Restrict users/clients to particular features
  • Track Jobs and Invoices that repeat
  • Client login to view information and perform restricted actions
  • Quick Pin/Bookmark of a particular job on the main menu
  • Knowledge Base / FAQ before a client submits a support ticket.
  • Add new Tasks to Jobs. Assign individual Tasks to staff members.
  • Send bulk email newsletters to groups within your system
  • Fully functional email support tickets
  • Convert invoices into PDF documents and print them
  • Renew invoices automatically
  • Collect deposits before commencing work on a particular Job
  • Calender system for organising your business
  • Automatic Overdue Emails
  • Import and Export information from the system in CSV format for MS Excel.

All You Ever Will Ever Need In a CRM

Marketing. Sales. Analytics. Customer Service. At Your Finger Tips.

Keep Your Conversations Going With our CRM.
Wherever - Whenever - However

Quick Contact

Address

GalactiK IT Solutions Kenya

Address: M2, The Mirage, Chiromo Rd, Westlands, 11982 - 00100 Nairobi

Cell: +254 773 452 067 | +254 764 566 672

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.


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