Detailed Functionality
Customers offers a robust suite of features to manage your clients and leads efficiently:
Client Profiles
Store detailed information about each client, including contact details, purchase history, preferences, and past communications.
Task & Follow-Up Reminders:
Set tasks and reminders for follow-up actions, ensuring you never miss a critical client or lead interaction.
Customizable Pipelines:
Create and manage custom sales pipelines to track the progress of leads and clients through different stages.
FAQ
How do I add new clients and leads to the system?
You can add new clients and leads manually or through integrations with your existing CRM, email marketing platform, or lead generation forms.
Can I track the progress of a lead through the sales funnel?
Yes! Customers provides a visual pipeline where you can monitor the status of each lead, track interactions, and move them through the different stages of your sales process.
Is it possible to segment clients and leads for targeted outreach?
Absolutely! You can segment clients and leads based on various criteria, such as industry, location, or deal size, allowing for more personalized and effective outreach.
Can I automate follow-up emails and reminders?
Yes! With Customers, you can automate follow-up emails, reminders, and other communication tasks, ensuring that you stay on top of all interactions with minimal effort.
How does the reporting feature work?
Our reporting feature gives you in-depth insights into your client interactions, lead conversion rates, and overall sales performance. You can generate customizable reports based on various metrics to track your progress and optimize your strategy.