This is a perfect software for anyone who want to manage his small business.
I really enjoy using this software! It is indispensable to my jewelry design business.Superb work! :)
I have used Project Manager/CRM just under a year now and have actively recommenced this to many small/medium business who provide Website Design and other services.
Over the past year, I know 5 people who have started to use it and they all love it.
Amazing tool! I'm really impressed! I bought this software a couple of days ago. I was at the point that I would start my own CRM - Project Management tool because nothing seemed to reach my expectations. I was wrong... Good Job Guys.
A Project Manager system gives you a quick way to score and route leads, track opportunities and activities, and gain visibility into deal stages and business health for both prospects and customers. And it’s literally a record of your business’ ongoing relationship with those contacts, whether they’re a customer, or if you’re trying to turn them into a customer. The details of that record can contain everything from call logs, call notes, deal conversations, and quotes, to shared files that are relevant to the customer’s needs, and more. So now anyone with access to the record can speak to the customer with confidence. Additionally, you can set it up to create daily to-do lists, schedule call alerts, trigger emails, and more. Most companies using a Project Manager solution find their deal cycles shortened considerably.
A complete Project Manager solution also helps companies run and track marketing campaigns, including marketing communication creation and delivery automation. It can even help create forms for lead capture and track performance. And for those leads that are not sales ready, you can even automatically put them in a nurture track so that when you do call, they are more likely to buy.
Project Manager is also valuable for customer service, with solutions that range from self-help pages that let customers help themselves (allowing agents to focus on the tough cases), to full call centers. Your service reps can also use it to generate service tickets and keep track of all your customers’ contact with your service department. And because the entire system is connected, account reps and every other relevant department will be fully aware of customers’ issues, so everyone can be a service agent when you need them to be at those peak times.
Additionally, insights about customer service issues can be shared and added to a knowledge base so that agents can help customers even faster. This kind of connected service not only shortens case resolutions times, but makes agents happier (because they have the tools to do more for customers), drives customer loyalty and referrals, and brings an overall boost to customer satisfaction..
A huge benefit of Project Manager is automating routine — yet time-sapping — tasks, which saves countless hours. This allows more time for selling. Take for example a marketing effort, one in which you want to send out an email follow-up. With a good Project Manager solution, you don’t have to remember which leads you want to target. You can simply create some rules around your leads and automate the marketing effort, like email campaigns and lead capture, so leads are quickly routed to reps to be either followed up with or nurtured. Email templates that can be created in the Project Manager solution ensure you don’t have to repeat the work or even cut and paste.
The result? You can jump on opportunities more quickly and close more deals, faster. Project Manager also enables you to take data like pipeline size or deal size and create dashboards to help you make informed decisions at a glance. You can quickly check in on the health of deals, revenues, and more. .
A Project Manager solution makes the same information accessible companywide. This means that almost any customer-focused activity can be better and more easily coordinated — not just within departments, but across departments, from sales to customer service. Also, because account data and activity is updated in real time, every team member — no matter where they are and what they’re working on — is always working with up-to-the-minute information on customers and your company’s interactions with them, like stages in the sales cycle, service issues, or order status.