A Customer Relationship Manager or CRM is simply a central place to keep track of your customers, conversations, and opportunities, so information isn’t scattered across notes in the van, whatsapps, or people’s memories.
The CRM stops things falling through the cracks, and gives you a single source of truth when someone asks, “Where are we up to with this customer?” It will help you win more business and invoice more!
Plus, our CRM is the foundation for a whole load of marketing and promotion work too!
Some Example Usecases
Examples where other trades are saving time and making more money!