A CRM system will help keep track of communications with clients, capture knowledge about the client and facilitate ongoing dialogue.
We've built a number of CRM systems, giving us experience with a core set of CRM features for you to consider:
- Client Database
- Contact History
- Purchase history and demographics
- Reminders
- Action Plans
- Templates and Scripts
- Bulk Email
- Relationships
Our Nutshell product is the foundation for all our solutions, and it incorporates a standard client database. From that basis we'll build a solution specifically for you, incorporating and developing the ideas and features you need to suit the way your business works.
