CRM

Customer Relationship Management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth. ClientFlow CRM+ is designed to compile information on customers across different channels — or points of contact between the customer and your company — ClientFlow CRM gives customer-facing staff detailed information on customers’ personal information, purchase history, and buying preferences and concerns.

Automated SMS

ClientFlow CRM provides you with an integrated SMS portal from where you can do bulk advertising campaigns, or simply send an SMS via the system to individuals – each SMS is recorded in the Notes section. You can also set up unlimited SMS templates with autofill fields to personalize your message.

Integrated Fax

ClientFlow CRM is integrated with a fax provider should the need arise to send a fax. Documents that need to be faxed or mailed are personalized with your client details and file numbers and are sent on your letterhead.

Document Integration & Automation: Capture Data, Generate PDFs & Sign Documents

All documents are branded in your branding and are personalized with your client’s details, whether you need to print, fax, or mail them. The history of communication with a document archive is saved for every client.

Task Automation & Management

A critical function for any CRM system and made simple and easy to use on ClientFlow CRM. Users can assign tasks to other users and notes can be deleted only by the person entering a note. All communications with clients are saved in notes in an easy-to-monitor timeline. Overdue tasks are flagged and tasks can be marked as important.

Marketing Automation

Marketing automation is an essential tool for businesses looking to streamline their communication efforts. With ClientFlow’s marketing automation feature, you can send out targeted messages to your various contacts with ease. When setting up your automation, you will need to choose the type of communication that will be sent out. There are two types of communication to choose from: SMS and Email.

SMS messages are perfect for short and direct communication with your contacts. You can use SMS to send appointment reminders, event notifications, or any other time-sensitive information. On the other hand, email communication provides more space for detailed information and is ideal for sending newsletters, product updates, and other promotional materials.

Remote Sales Offices

ClientFlow’s remote sales office feature is designed to help businesses manage their sales teams more effectively, even when they are working remotely. With this feature, you can create virtual sales offices that allow your sales team to work from anywhere in the world while still staying connected to the rest of the team.

The remote sales office feature enables you to set up virtual offices that are fully equipped with all the tools your sales team needs to succeed. Your sales team can access these tools from anywhere, ensuring that they can work productively and efficiently, no matter where they are.  This feature also enables you to manage your sales team effectively, even when you are not in the same location. You can monitor your team’s progress, track their performance, and provide them with the support they need to achieve their goals.