Customer Relationship Management
After using dozens of systems we’ve partnered with Keap (Infusionsoft) to offer the best solution in CRM systems. There are literally thousands of ways that Keap - Customer Relationship Management system can be configured to suit businesses of any type, from small and medium business, through to large corporates. This can be a two-edged sword for a Small Medium Enterprise.
For those starting out, the choices can be overwhelming, especially with little or no experience in what a CRM can do. But as you gain experience, the opportunity to uncover and include other features that can help your business is enormous.
Keap helps to overcome the initial challenges, and in time, unlock the future potential of how marketing and business automation can contribute to the ongoing success of your business.
Keap from our experience, represents best practice for businesses in the areas of sales, customer care, marketing and post-sale job tracking.
Let’s discuss how Keap can help you grow.
For a simpler program that works as your sales pipeline Teamwork CRM is the program we love. With it’s obvious easy integration into Teamwork Projects this can create a great option for streamlining systems. It’s an easy pipeline that allows you to get going fast.
If it’s out there, we’ve used it. Which is why we know what’s good and what works. Teamwork Projects has been our go to Project Management system since the beginning. We use it so we recommend it. It’s everything you need to manage your team, projects and clients in one place. Integrate it with Xero to provide seamless billing and invoicing of your team, allow your clients to have their own access, plan and choose your project formats and so much more.
If you have the CRM and you’ve chosen your Project Management system that’s fine with us. We can still build your metrics and provide you with the data rich dashboard you need for your business to succeed. We use our own BI system and provide you with the metrics required for day-to-day operations. Let us tell a story with your data.