You need a CRM that’ll simplify your life—not complicate it. You need to keep up with multiple clients, send quotes, update schedules, etc. Here are seven things you’ll want to look for:
Your firm needs to schedule recurring tasks & check-ins. It’s time-consuming but extremely important for ensuring a project’s success. So what if you could automate this work? Watch this video to see how easy it is to automate recurring tasks in Accelo.
Figuring out who is available to work on what is time consuming. Pick a CRM that provides a clear view of your team’s schedules so you can decide when to begin new projects based on their future workload projections.
Sifting through emails looking for information a client sent you two weeks ago is annoying, right? What about scrambling for that correspondence your colleague forgot to CC you on? Say goodbye to those headaches with a platform that lets all your client-related email communication live in one place. Learn how Accelo includes a Shared Inbox to centralize client email.
On the topic of CC’s, you shouldn’t have to deal with email chain chaos. An iron-clad CRM will let you automatically track and share client emails, attachments, appointments, notes, and custom fields with your team without confusing email forwards.
Sometimes you need a friendly nudge to remind you of your to-do’s. That being said, you should find a CRM that automatically sets up tasks and projects for you when certain conditions (that you set) are met.
You’re always on the go, so it goes without saying that the CRM you decide on should have a great mobile app or even integrate with wearable technology. That way, you can manage every aspect of your business anytime, anywhere.
Wouldn’t it be great if you could be one click away from converting any quote to a project? There are platforms that let you do this seamlessly, so spend time researching your options before deciding.
To keep up with the demands of your business you need a modern CRM that easily allows you to connect all the moving parts of your business in one cloud-based platform. If you'd like to try a smarter CRM for free today, simply click here.
