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CRM For Small Business

stress-free software!
Stress free CRM software
 
  • Lead Tracking

  • Project Managment

  • Workflow Automation

  • Analytics

  • Ticketing System



Simple, powerful and elegant reports

Business intelligence made easy!

Instead of manually compiling data, let us do it for you.

 

Workflow Management

Never miss a deadline with our innovative workflow management tool. Tasks can be asssigned and assessed a priority. From there, you can monitor the workflow around the clock to ensure business operations are running smoothly.


Name Task Priority Date Assigned
Malcolm X Give Ballet or Bullet speech. Urgent 4/3/1964
Martin Luther King Give I Have a Dream speeach. Urgent 8/28/1963
Barack Obama Run for President. Urgent 2/10/2007
W.E.B DuBois Get a PhD. Medium 8/20/1895
Matt Irving Write Super Easy CRM! High 11/1/2019
Matt Irving Play Minecraft. Low 1/31/2020

Monitor Tasks

Set tasks statuses to let teammates and supervisors know when tasks are complete or you're in need of help. Graphs will update dynamically to reflect the latest changes to statuses in the workfow.

Import and Export Data

Your data is your data! It belongs to you and no one else. Easily import your data from other sources using our simple import tool. We provide the template for your data and all you have to do is format and import. If you're more comfortable with us handling the import, we can do so at no charge to you.


Store Policies, Create Job Aids and Much More!

Manage both sales and operations by creating and storing job aids and company policies. Employees will be able to access the instructions they need to complete the job without accessing a bulky manual or constantly calling their supervisor. Our tool empowers employees to work indepently which in turn increases employee morale and decreases operational costs.


 

Ready to improve sales and operations?

Get started with a free, no credit card required, 30 day trial by clicking here. We're always looking for ways to serve our clients better. If you have any suggestions, questions or concerns, please call or email.