What is a CRM?

 A CRM (Customer Relationship Management) is the software we use to manage our leads / sales opportunities.

In particular, the CRM allows your to categories your opportunities and create activities and quotes for them in a central area.

It is essential that you use this software as it manages the flow of your leads in a systemised way so that:

  • You can manage your business more effectively
  • Allow other staff in your organisation to easily see what you are working on, and take over if you are sick
  • You don't rely on your computer, should it fail to tell you what you are doing and when
  • You can work from anywhere, and know what you have to do
  • We can help you work out how to improve your performance by comparing you to others in the group


Last Modified: 12 August 2022
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