We build customer relationship management (CRM) systems. Custom CRMs can be integrated into the website for new client leads, and you can import existing clients. It can be used for many purposes, such as lead follow-up, drip campaigns, PPC ad performance, etc.
We started by building our internal ticketing system for managing clients in 2007 and have continued to develop it into a CRM over the years. We tried other platforms such as Salesforce, Pipedrive, HubSpot, etc., and got frustrated because none of them have the exact combination of the features we needed. Yet, they have a lot of features we don't need. Most run slow, forcing us to spend time waiting on pages to load. Therefore we set out to build a custom CRM with the following goals:
- Pages must load fast!
- PPC ad performance reports
- Manage drip campaigns
- Billing System - Recurring and one-time invoices, sending billing statements, manage
- Calendars and Reminders - sync with desktop and smart-phone calendars
- Tickets for managing and retaining all emails with prospects and clients
- To-Do's for managing maintenance and development services
- Monitor clients logged in to our site - provide instant help
- Reports to view sales and other activity
- Export in any format such as CSV, Excel, V-Cards
- Add new features as needed
Contact us for more information using the Support button at the top of any page.