CRM Is a Software Which Helps You to Manage Your Leads, Clients, Addresses, Proposals, Invoices, Reminders and Files and Many More…
How Can Crm Help a Business?
Centralized Database for Leads & Customers :
In a CRM You Will Be Able to Manage All Your Leads and Clients with All the Details Like Name, Phone Number, Address, Tax-Related Information, Proposals, Invoices, Payments, Client Specific Reminders, Reports, Files, Statements Etc…
Send Proposals :
With the Help of a Good CRM, You Will Be Able to Design Proposals with All the Details Like Company Information, Timeline, Estimated Costs, Terms and Conditions Etc., in Modern Crm’s Like Zippycrm Your Customers Will Be Able to Sign the Proposals Completely Online, No Downloading and Printing the Proposal.
Once Your Customer Accepts the Proposal by Signing It Online, You Can Create an Invoice for Him/her in Just 5 Minutes. at ZippyCRM You Can Integrate Your Invoices with Payment Gateways Like Instamojo, Paypal, Stripe & Razorpay. So That Your Client Can Clear the Invoice by Directly Paying from Their Debit, Credit, Net-Banking / UPI. You Can Also Show Your Bank Account Information on the Invoice to Support Offline Payments.
Client Portal :
At Zippycrm We Offer Client Portal Where Your Clients Can Log in to Manage Their Proposals and Invoices. There They Have the Ability to Sign / Reject the Proposal or Make the Payment for the Invoices. They Will Also Be Able to See the Files You Shared with Them.
With the Help of Integrations, You Can Send the Customer Information to Other Service Providers Like Email Marketing Service Provider. Zappier Is One of the Well-Known Marketing Tools Which Automates Most of the Tasks. at Zippycrm We Integrated Invoices with Payment Gateway Service Providers to Support Direct Online Payments. When You Provide Multiple Payment Options for Clients, They Will Be Delighted, Which Leads to Long-Lasting Relationships.
Security Is Important for Any Business When It Comes to Customers Data. Like Popular CRM Softwares, We Do Provide 256 Bit Encryption for All Your Customer’s Data, on Transit and at Rest. So You Can Focus on Your Core Business.
Also Read: Why CRM is Important