CRM - Streamline Your Business with Our CRM Solutions
Transform your customer relationships with our CRM services. We offer tailored solutions to manage interactions, boost sales, and enhance customer satisfaction.
- Implement a custom CRM solution to manage and improve your productivity.
- Our experts help you migrate your existing software to leading cloud platforms.
- We provide support and maintenance for all software.
CRM Software
Cloud Migration
Support & maintenance
Steps to implement a CRM solution
Effectively manage external contacts and connections to achieve success.
Business needs: Identify business needs.
Goals and objectives: List the CRM goals and objectives.
Budget: Set aside a budget for CRM implementation.
Proposals and quotes: Request for proposals and quotes for implementation.
Team: Assemble the CRM Team.
Data migration: Decide and migrate data.
Systems integration: Integrate necessary systems.
Onboarding and training: Onboard and train all users.
Customizations: Customize and define business workflows.
Implementation goals: Track, measure and report implementation goals.
Key features
Nonprofits compete for funding, sponsors, contributors, personnel, awareness, and volunteers, motivating them to adopt a CRM wholeheartedly.
Contact Management: Store all data for each contact in one location, creating a holistic record.
Membership management: Individuals signup, pay for membership, receive renewal reminders, and receive member-only emails.
Accounting integration: Enter gifts into CRM, export to accounting system and help your accountant.
Case management: CRM provides for the creation, administration, and tracking of basic or complex case management workflows.
Event management: A comprehensive set of features for event management and attendance recording in customer activity records.
Email marketing: Create and manage email list distributions, segment your lists, perform A/B testing, and track data.
Contribution management: Process and monitor donations, issue gift acknowledgements and generate reports.
Advocacy campaigns: Integrate and track the progress of a campaign's events, mailings, activities and contributions.
Peer-to-peer fundraising: Through personal campaigns, members and contributors may generate contributions on behalf of your organisation.
Reports: Choose one of the basic reports or customise and generate a bespoke report to evaluate the impact of your organisation.