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 CRM & Project Management Software Services

Close opportunities, track leads, manage customers, increase sales.

Increase Productivity

End the chaos of using multiple spreadsheets to store information.  Don’t lose customer information ever again.

Collaborate with Employees

Our CRM is integrated with project management software and a communication system for employees.

Forecast Sales

You will have a sales pipeline that shows you where you are in the sales stages with your clients.

Satisfy Customers

Remove friction when communicating with potential clients. CRM will give you the tools to offer the best customer support.

We can create
your entire project managent system fully customized.

We work with you to fully understand how you operate your projects and what you expect from your employees.  Then we build out your project management dashbaord for your staff to stay on track and get work done fast.

CRM Software Systems

An all-in-one cloud based solution

Access the client information you need on any device

With a CRM system you will be able to see all of the customer data and interactions.  Your sales team will have less friction closing deals with potential clients.  Employees will be able to view the entire sales pipeline on a virtual dashboard.  It will be easy to create repeatable sales processes to track leads, set up appointments, and get quotes accepted from clients.

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Improve Project Profitability with Integrations

Empower employees to collaborate together with software tools to keep them organized and to ensure customer satisfaction.

CRM App Integrations

Incorporate Zoom video, Slack employee communication, Airtable project management software, gmail, scheduling software, and more.  We can make you the most robust CRM system that you have ever had.  Our team can integrate a variety of applications into your customer relationship management system. We will create an all-in-one business operating solution.  Your data will be accessible to all departments from one place.

VIDEO

Have video chat sessions with fellow employees.  Set Zoom conferences through your project management dashboard.

APPOINTMENT SCHEDULING

Set meeting with clients easily and automatically with this system.

ECOMMERCE

If you have an online store, we can integrate other softwares in it to help streamline sales.

PROJECT MANAGEMENT

 Wheather it’s supply chain, marketing, product development, or sales; our recommended software will keep you on track.

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Problems with CRM

The biggest problems companies face is with data loss.  This happens when your CRM system does not communicate with your other business software. You have to store data in multiple places, but the data does not update in both systems.   This creates issues with your customer service.  Your business success is hindered because of bad data. Our CRM has fantastic integration capabilities.  Your company can use a single data source throughout all departments.

INCOMPLETE INFO

Customer data is easy to misplace when it is not all stored in one place.

BAD DATA

Employees do not work as fast and effective when they have to be constantly searching for data.

POOR SERVICE

Clients get displeased when projects are not managed quickly and smoothly.

LOW SALES

Less sales are made as a result of employees not being organized.