Customer Management Software for Your Business

Organize your client information, market your services and products, manage your sales team and stay connected to your customers. Make your business customer-centric and keep customer loyalty rates high.

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Customer Relationship Management

No chance any leads will get off the hook!

Imagine the luxury of having all your client activity and communications in one place. Our easy-to-use system will give you the time-saving advantage to manage, follow up, update client records, and collect payments in one spot, thus freeing up your valuable time to focus on other areas to grow your business!

Simple is best

With just a few clicks, you can search for multiple filters which will automatically organize your contact information as desired. Organizing your contacts can help identify precise customer segments with ease.

filter data

Customer base experience

The only way your company will differentiate based on customer experience is if the culture of your organization aligns closely with the brand promise to customers. By storing all your contacts, notes, and key documents in one place, you will have all the necessary information about every customer.

Sales Pipeline Management

Sales pipelines are fully customizable, so once you define your sales process, it should not take much time and effort to start mirroring it in the CRM. We understand that every business sells its product differently and it is not a ‘one-size-fits-all’ approach. That is why you can customize your sales pipeline by customer size, source, etc.

Segment your market!

Segmentation helps you target, and most importantly personalize your message to your leads and customers. Identify valuable opportunities to target and categorize your leads quickly.

Document Library

Store and organize all documents in contacts, leads, and organization sections.

Web Forms

Capture leads from your website through the web form. RunSensible web-to-lead form feature helps you continuously gather new leads.

Alerts & Notifications

Set reminder dates to ensure you follow up with your clients in a timely fashion.

Pipeline Report

An easy way to analyze the sales pipeline, and capture reasons for the loss. A grid representation of your sales pipeline helps you identify where to focus your attention.

Customer Profile

Contact management covers the tracking of the customer, vendor and, individual’s information and communication – all the client information you need in one place.

Sales Goal Tracking

Monitoring activity by user helps you gain greater insight into your team’s progress. As a manager, an overview of each user allows you to offer targeted coaching and mentoring to your sales team.

Goal Tracking

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No credit card information required. No obligations.

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