Tag: best software

CRM Software for Errand Runners can Grow the Business Faster

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More people have started taking advantage of errand running services.  For those who are interested in breaking into this growing industry, there are several steps to take to run a successful business, all of which are made easier by using CRM Software.

In order to grow the errand running business, it is advised to use some type of CRM software to keep track of clients.  Business owners are likewise encouraged to use their computer and printer to make professional invoices.  For marketing, errand runners should send fliers and brochures to current customers, offering special deals or promotions.  A key to success is offering business to existing customers.  All of these tips are simplified by selecting a CRM Software for Errand Runners.

CRM software keeps track of leads and clients.  A database specifically designed with the goal of increasing conversion, CRM software gives errand runner businesses an on-going list of interested, current, and past clients.  This is a very useful tool.  Landing pages gather the contact information of potential customers.  Errand runners can reach out to these customers to explain how the process of errand running works and possibly invite them to try out the business, maybe even at a discounted rate.  It is possible to build stronger relationships with current customers as well.  The software lets users review client profiles, showing contact information, past orders, notes, and birthdays.  By using notes to customize each client’s experience, the business can build stronger relationships.  Some errand runners recommending sending a birthday message to customers so that they know the business thought of them on their special day.

Another benefit of CRM software is the easy generation of estimates and invoices.  Errand runners can set up an invoice template as well as various packages and fees within the CRM application.  Even mileage can be computed within many programs.  Once the invoice is created and attached to the client profile, it can be sent by email or by regular mail.  Customers can pay online or in person.  If customers pay outside of the office, perhaps at drop off, employees can accept payment on the mobile version of the CRM software as well.  All invoices are accessible for quick review, and reports can be printed showing which invoices remain open.  Using the software as opposed to receipt books or excel sheets ensures a professional presentation and easy-to-navigate organization.

CRM software for errand running business assists in marketing efforts as well.  Sales Funnel tools show where a potential client is in the process of becoming a customer.  Distribution lists can be used to send email promotions and reminders.  Marketing managers can send messages by text (SMS) or use one-click dialing to follow up by phone if VoIP integration is added.  Many errand runners find continued success in promoting their services to past customers. As customers find out how easy it is to rely on errand runners, only a quick reminder of the services will send them thinking about what next task they can delegate to the errand running business.

Errand runners need to take advantage of the power of CRM Software.  To start our 14 days free trial with CRM RUNNER, contact us today.  You won’t regret it!

4 Benefits of Using ACH CRM Software for Your Business

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Different options for payment can help businesses and consumers send and receive payments immediately without any hassle. Most companies prefer to use payment options with low overhead. One of the payment methods is ACH or Automated Clearing House. This electronic funds transfer system is replacing paper checks. This mode can be used to clear payroll or provide periodic payments to service providers. You can even seamlessly integrate Pont of Sales payments, P2P and B2B payments using ACH CRM software. Let us now look at some of the benefits of ACH payments:

Experience safety and efficiency

These transactions are secure and can be done quickly because they are done electronically. No loss of checks or loose money. With ACH CRM software, business owners can instantly confirm transactions. Here, the use of Tokenization provides another layer of security and protection against information leakage.

Convenient for business customers

The use of ACH software seamlessly integrates payment information related to customers. This makes it more comfortable to receive payments from them. In addition, it can be combined with a debit card and a credit card to combine payment methods such as online transfer. With a single click, your customers can transfer payments for the services they offer. Service providers don’t have to wait longer.

Low transaction fee

Another benefit of using ACH payment software is that transaction costs are lower compared to other payment methods. Unlike traditional checks, credit or debit cards, you must pay approximately 1% to 3% of the transaction fee. Given that under the ACH payment system, the minimum price per transaction is 0.60 because it is paid in batch processing.

Fast payment processing

In ACH mode, payments are transferred from one bank account to another, thus involving minimum time intervals and lower fees. Even service providers can receive payments within a few hours and can revert to the consumer. Faster payment processing takes just one business day.

All in all, ACH CRM software takes an hour for small businesses and large companies because it can complete transactions at a lower transaction cost in a shorter period of time. You can try this software at a reasonable price through CRM Runner.

How Does Google Calendar With CRM Improve Productivity?

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We are living in an era where almost every industrial sector is heavily dependent on technology and computation. Even calendars these days are referred online, and Google Calendar is one of those calendars, which we use most. In business, however, Google Calendar Integration to our CRM software improves the overall productivity. Now the statement is vague until we cite out the reasons, which might help you to set up the same with your business profile.

It is Easier to Schedule

Google Calendar is more than an ordinary calendar. This is one of the modern day applications, which help in setting up schedules better than expected. The Calendar will show up the day-to-day task and can remind you or your company staffs, well in advance. Suppose if you have a service field business, this feature is nothing short of gold and makes lives more comfortable.

Prioritize Jobs

Google Calendar integration to our CRM Software can prioritize work according to the nature of importance and availability. To put it, as an owner, you will have the liberty to feed the job to perform in the phase and can push those jobs which are not on priority. This is entirely up to the business, but the scheduling pattern allows finishing work quicker than expected.

Fix an Appointment

Irrespective of the nature of the business, you are dealing with, appointments and meetings are just around the corner and have some important significance. Thus, meetings and appointment scheduling are something that cannot be pushed or ignored or delayed. Google Calendar, on the other hand, when integrated with CRM software, will take up and build a regular appointment with the customer you are supposed to meet.

Get a Reminder

Google apps are interconnected in a way, which improves excellent communication. The Google Calendar Mobile App sends messages of reminder and updates with every occasion. Thus, if you are a person who travels a lot, the app will send an SMS to remind you.

Final Words

Google Calendar integration to our CRM Software helps your business in keeping up with the fast-paced world and gives a timely response. Likewise, where time is money, the integration surely does help you in keeping up with time more than anything. If you are looking for a CRM software that smoothens your workflow, then CRM Runner offers a one-stop solution for your business.

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