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