Customer Relationship Management

What is CRM?

Customer Relationship Management (CRM) is where you organize and interact with your contacts.

Roles

Contacts can have one of three roles: Lead, Prospect, or Client.  Basically, a lead is a potential client; A prospect is a contact who has expressed interest in your service/product but is not yet committed; and a client is officially a paying customer.  Only prospects and Clients can access the portal.

Adding Contacts

Begin by adding a contact to your platform.  You can choose their role during the setup process.  You can also create test contacts, and set contacts to inactive if necessary.

Adding Companies

If you primarily work more with companies, you can add them in much the same way as you add contacts.  You can choose their role and assign a primary contact during the setup process.

Kickoff Forms

You can also recruit new contacts with Kickoff Forms.  This allows contacts to self-register by filling out a form on a website.  You can customize the form any way you'd like; you can even add your own custom fields.

Paid Portal Access

Perhaps your business model requires contacts to pay a fee before accessing the portal.  If that's the case, Paid Portal Access can easily be put into place.  You can even setup recurring payments if a One-Time payment isn't what you need.

Importing Contacts

Already have a list of contacts?  Instead of manually adding contacts or having to wait for them to register, you have the option of importing contacts.  This way you can add them in bulk via a CSV file.  This type of file can easily be created if you have your contacts in a spreadsheet (Microsoft Excel, Google Sheets, etc.).

Impersonate

A useful feature of the platform is the ability to impersonate your contacts as well as your staff members.  As an Administrator, you can experience the platform exactly as a particular user to ensure it is precise to your specifications.