Overview
Enhance sales and client relationships with CRM
CRM is a powerful customer relationship management platform built for restoration businesses. It centralizes customer data, tracks interactions, and delivers insights to optimize sales and client relationships. With AI-driven tools, users can effortlessly create email templates, plan campaigns, and generate dynamic target lists. Even without a full marketing team, businesses can connect with the right customers at the right time with the right message — driving growth and efficiency with ease.
Nurture strong customer relationships
Stay connected with prospects and customers. Set sales reminders, create email templates, and automate campaigns to engage contacts based on their interests—easily and effectively.
CRM data and analysis to drive success
CRM grades leads and prioritizes contacts by recent referrals, guiding the best sales strategy. Help sales teams work smarter, focusing on relationships that drive the most business.
Centralized customer intelligence database
Get real-time, unified customer data across all access points, ensuring your team has consistent, up-to-date insights for smarter sales and marketing decisions.
Nurture strong customer relationships
Stay connected with prospects and customers. Set sales reminders, create email templates, and automate campaigns to engage contacts based on their interests—easily and effectively.
CRM data and analysis to drive success
CRM grades leads and prioritizes contacts by recent referrals, guiding the best sales strategy. Help sales teams work smarter, focusing on relationships that drive the most business.
Centralized customer intelligence database
Get real-time, unified customer data across all access points, ensuring your team has consistent, up-to-date insights for smarter sales and marketing decisions.
Features
Enhance customer communications
Strengthen client relationships with CRM’s powerful tools for marketing and sales. Access real-time data, automate workflows, and optimize campaigns with templates, dashboards, and DASH integration. Boost efficiency and drive smarter business growth.
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Automated database clean up and auditing
Eliminate duplicate, incomplete, or inaccurate data with CRM’s optimization tools. Easily merge contacts and flag pages for admin review to ensure data accuracy and integrity.
Alignment of field and office staff
Keep CRM data up to date in real time from field to office with the mobile app. Access and update files on the go, ensuring field and office teams are aligned on sales and marketing activities.
Workflow auomation drives results
Create customized workflows in CRM to guide sales and marketing teams on when to reach out and with what message. Set rules and triggers for task reminders, visible on both mobile and desktop applications.
Data driven insights and analysis
Use data driven insights to create customizable CRM dashboards and reports. Visualize customer data, referral sources, marketing campaigns, and more in easy-to-understand charts.
