Integrated CRM module enables centralized information about customers. their transactions including carts, orders, and invoices. It serves as a centralized information repository for providing an enhanced customer experience
Better Customer Service
With CRM you can store all your customer-related information - like demographics, order history, customer interactions - at one place. This allows easy access to key information which can help provide better customer service and boost customer satisfaction.
Increase in Sales
With CRM, bring more clarity into your sales pipeline. It can take the guesswork out of your sales process. You can automate tasks at every stage of the sales pipeline as well as gather and analyze your sales information from one central location. All this can help to improve productivity and sales
Increase customer retention
CRM provides vital infomation about your customers which you can use to keep your customers engaged with your products and services. With CRM, you can address customer issues quickly which can have a positive impact on your business
Integrated with eCommerce
With eCommerce CRM integration, customer information along with order history and shipping information is automatically synced into CRM. As a result, CRM users will be better equipped to handle customer queries and issues
Integrated with Quoting Module
The CRM application is tightly integrated with the WorksLeader sales quoting module. This allows you to save quotes as opportunities in CRM. You can easily link leads, opportunities, or customers to quotes that are created in quoting software. Create a quote for an opportunity as well as link multiple quotes to an opportunity.
CRM gives you the opportunity to personalize your interactions with your customers. For instance, you can send marketing emails using their first contact or give special discounts on their birthday
Integrated System
WorksLeader CRM is already integrated with our quoting and CRM software. This ensures seamless of data between systems through integration
CRM Reporting
CRM reports can give valuable insights about how well your business is performing. A variety of reports can be generated to get a 360 degree view of your sales. Find out areas that need improvement and impact profitability.
Professional Services
Need some features and functionality that we do not currently support? Our team of engineers can take customization requests and turn them around quickly.
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