Your business needs to have a CRM

We understand that our daily tasks are constantly growing and we have less time to finish all of them, but staying organized and planning out our days effectively is the only way to guarantee success. For this, we we recommend using a Customer Relationship Management system called Zoho CRM to help you save the day!

How can a CRM help you?

• Create calls, tasks or meetings records related to each client. • Manage each client separately • Keep notes and comments on clients or business profiles. • Have all your clients information at hand with mobile apps • Track all your pending proposals • Follow up on closed contracts • Sales analytics (goal tracker) • Mobile and desktop version • Calendar with activity reminders

• View their Billing information

• Team Activity Tracking

In order to effectively use this tool, you will need programming and training which we can provide starting at $199. Contact us to sign up and schedule your training.

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