Tag: crm services

Revolutionize Your Sales Strategy: Elevate Conversions with CRM Runner’s Dynamic Sales Funnel Feature!

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Do you find yourself losing track of potential leads, struggling to meet your targets, and managing your sales process manually? With CRM Runner, you can supercharge your sales funnel! You can manage and optimize your sales journey more effectively with our innovative Sales Funnel feature.

Unlock the Power of CRM Runner’s Sales Funnel:

A sales funnel is not just a visual representation; it’s the lifeline of your sales strategy. CRM Runner’s Sales Funnel feature provides a streamlined approach to managing leads, tracking progress, and ensuring you meet your sales targets. Let’s delve into how this tool can be the game-changer your business needs.

Here are some of the key features of CRM Runner’s Sales Funnel:

Managing leads visually:

  • Get a bird’s eye view of all your leads organized according to their Sales Funnel stage.
  • Easily identify which leads need follow-up, who’s ready to buy, and who has already made a commitment.

Drag and Drop Progress Tracking:

  • Utilize the drag and drop feature to seamlessly move leads through different stages of the sales funnel as they progress.
  • Ensure your team stays organized and focused on leads at each stage, maximizing efficiency.

Dynamic Lead Updates:

  • Stay informed and updated with real-time lead details.
  • Review and update lead contact information effortlessly, ensuring accuracy and relevance.

Flexible Meeting Rescheduling:

  • Have the flexibility to reschedule phone calls or meetings with leads directly within the CRM Runner platform.
  • Adapt to changes in your schedule without compromising lead engagement.

Efficient Team Collaboration:

  • Streamline communication by sending emails regarding leads to specific team members and departments.
  • Foster collaboration and ensure everyone is on the same page regarding lead progress.

Customizable Assignment Settings:

  • Tailor CRM Runner to your unique business needs by customizing assignment settings.
  • Select specific departments and teams for lead assignments, optimizing workflow efficiency.

Real-time Notifications:

  • Keep your team in the loop with emails and push notifications whenever leads make progress in the sales funnel.
  • Ensure everyone stays informed and can act promptly when needed.

How CRM Runner Elevates Your Sales Funnel Management:

Increased Visibility and Control:

  • Gain a comprehensive view of your sales funnel, empowering you to make informed decisions and optimizations.

Effortless Lead Progress Tracking:

  • Move leads seamlessly through the sales funnel stages with the drag and drop feature, ensuring no opportunity is missed.

Time and Resource Efficiency:

  • Streamline lead management, rescheduling, and team collaboration, saving time and resources for more impactful tasks.

Improved Team Collaboration:

  • Enhance communication and collaboration within your team, fostering a unified approach to lead management.

Real-time Insights for Continuous Improvement:

  • Leverage CRM Runner’s automatic sales report to identify areas of improvement in your sales funnel.
  • Continuously refine your strategy for enhanced conversions and business growth.

Ready to Optimize Your Sales Funnel? Experience the Power of CRM Runner Today!

Transform your sales strategy and elevate conversions with CRM Runner’s Sales Funnel feature. Explore the possibilities by visiting CRM Runner’s Sales Funnel now!

Revolutionize Your Inventory Management with CRM RUNNER’s Cutting-Edge Asset Management Module!

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Having trouble keeping track of your business assets? With CRM RUNNER, you can manage your inventory in a whole new way. Asset Management is a powerful tool designed to simplify, enhance, and secure asset tracking.

The importance of asset management:

The backbone of a well-organized business is effective asset management. Understanding your assets, from office equipment to valuable machinery, is crucial to operational efficiency and cost effectiveness.

CRM RUNNER’s Asset Management Module:

Managing your inventory has never been this easy. CRM RUNNER’s Asset Management module offers a plethora of features to streamline the entire process, ensuring that you have full control and visibility over your assets.

Key Features:

QR Code Integration:

  • Create customized QR code stickers and effortlessly attach them to your assets.
  • Easily manage your assets on-the-go through the CRM RUNNER app.

Scan for Instant Details:

  • Any smartphone can scan the QR code to retrieve comprehensive asset details instantly.
  • Say goodbye to manual data entry and welcome a more efficient tracking system.

Flexible Asset Modification:

  • Modify asset details with ease, ensuring that your information is always up-to-date.
  • No more hassle of digging through paperwork or outdated spreadsheets.

Warranty Expiry Notifications:

  • Receive timely notifications when an asset’s warranty is about to expire.
  • Prevent unexpected breakdowns and disruptions with proactive asset maintenance.

Secure QR Code Access:

  • Secure your assets by password-protecting QR codes.
  • Only authorized personnel can access and scan QR codes, adding an extra layer of security.

Permission Settings:

  • Tailor access permissions for different team members.
  • Control who can view and modify asset details with precision.

Adjustable Sticker Sizes:

  • Customize the size of QR code stickers to suit your specific asset requirements.
  • Ensure stickers are seamlessly integrated into your existing asset management processes.

Experience the Future of Asset Management:

Ready to bid farewell to the chaos of manual asset tracking? With CRM RUNNER’s Asset Management module, you can embrace a future where managing your inventory is seamless, efficient, and secure.

Discover the Power of CRM RUNNER’s Asset Management Module at CRM RUNNER Asset Management and Take Control of Your Assets Today!

Elevate Your Marketing Reach: Unleash the Potential of CRM Runner’s Dynamic Email Blast Integration!

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Are you looking to boost your brand awareness, engage your audience, and drive meaningful interactions? The answer lies in the power of a well-executed email blast campaign, and CRM Runner is here to make it effortless for you. Discover how our Email Integration feature can revolutionize your marketing strategy, allowing you to connect with your audience like never before.

CRM Runner’s Email Integration Features:

Strategic Group Creation:

  • Tailor your email campaigns with precision by creating groups based on your preferences.
  • Ensure your messages resonate with the right audience segments, optimizing the impact of your campaigns.

Effortless Follow-ups:

  • Streamline your follow-up process with CRM Runner’s intuitive interface.
  • Keep your audience engaged by scheduling strategic follow-ups to maximize the effectiveness of your campaigns.

Time-saving Mail Templates:

  • Say goodbye to tedious email creation. CRM Runner allows you to send beautiful mail templates with just a few clicks.
  • Save time without compromising on the visual appeal and professionalism of your email campaigns.

Seamless Group Management with CSV Files:

  • Upload CSV files effortlessly to create and manage groups efficiently.
  • Simplify the process of organizing and targeting your audience with user-friendly CSV file integration.

Visual Appeal with Images/Smileys:

  • Capture attention and add a personal touch to your emails by incorporating images and smileys.
  • Enhance the visual appeal of your campaigns for a more engaging and memorable experience.

Preview Option for Perfection:

  • Review your email campaigns before sending with CRM Runner’s preview option.
  • Ensure every detail is perfect and aligns with your brand standards for a polished presentation.

File Attachment Capability:

  • Share additional resources and information with your audience by attaching files to your email campaigns.
  • Provide valuable content and enhance the user experience for your recipients.

Branding Consistency with Footers:

  • Maintain brand consistency and professionalism by adding customized footers to your emails.
  • Reinforce your brand identity and leave a lasting impression on your audience.

Campaign Delivery Status Check:

  • Stay informed about the success of your campaigns with CRM Runner’s delivery status check.
  • Monitor the performance of your email blasts and make data-driven decisions for future campaigns.

The benefits of CRM Runner’s email integration:

Targeted Audience Engagement:

  • Create targeted groups and deliver tailored messages that resonate with specific audience segments.

Efficiency in Campaign Creation:

  • Save time and resources with pre-designed mail templates, allowing you to focus on crafting compelling content.

Visual Appeal for Maximum Impact:

  • Enhance the visual appeal of your emails with images and smileys, making your campaigns more engaging.

Data-Driven Decision Making:

  • Monitor campaign delivery status and use real-time insights to refine your email marketing strategy.

Ready to Supercharge Your Email Campaigns? Unleash the Potential of CRM Runner Today!

Transform your marketing reach and increase brand awareness with CRM Runner’s Email Integration. Explore the possibilities by visiting CRM Runner’s Email Integration now!

 

How Can CRM Runner’s Visibility Feature Help You Focus on Essential Tools for Shelter Management?

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In the realm of shelter management, efficiency and focus are paramount. With various tasks ranging from resident care to inventory management, having a streamlined and intuitive platform is essential for smooth operations. CRM Runner’s visibility feature in CRM for shelter, sheltered housing is designed to provide shelter managers with a personalized and efficient user experience. Here’s how this feature can help you concentrate on essential tools and enhance your shelter management practices.

  1. Personalized User Experience

This CRM Software allows you to customize your platform to reflect your shelter’s unique requirements and preferences. By tailoring what you see and removing unnecessary features, you can streamline your workflow and concentrate on the tools that matter most to your operations. This personalization ensures that every user can access only the relevant elements, reducing clutter and improving overall productivity.

For example, if your shelter focuses heavily on resident management, you can prioritize modules related to resident care, case tracking, and communication. Unnecessary features can be hidden, creating a more focused and efficient workspace that enhances your ability to manage essential tasks effectively.

  1. Tailor-Made Layout for Enhanced Usability

The ability to adjust the layout of your CRM platform is a significant advantage for shelter management. With CRM Runner, you can arrange modules, sections, or dashboards in a way that best suits your operational needs. This customization enhances usability by aligning the platform’s layout with your workflow, making navigation more intuitive and efficient.

For instance, if managing inventory is a critical aspect of your shelter operations, you can position inventory management tools prominently on your dashboard. This tailored layout ensures that you can quickly access and manage essential tools without sifting through irrelevant information.

  1. Efficient Feature Selection

CRM Runner’s Visibility feature allows you to activate and deactivate features based on your current needs. This flexibility means you can focus on the functionalities that are most relevant to your shelter’s operations at any given time. By choosing which features are visible and accessible, you can avoid distraction from tools that are not immediately needed.

As your shelter’s needs evolve, you can easily activate additional features through the customization tab. This ensures that your CRM platform remains adaptable and responsive to changes, supporting your shelter’s growth and evolving requirements.

  1. Scalability and Growth

Shelters often experience growth and changes in operational needs over time. CRM Runner’s Visibility and Customization feature supports this scalability by allowing you to adjust the platform’s features and layout as your organization expands. Whether you’re adding new programs, increasing your resident capacity, or incorporating additional services, you can customize the platform to accommodate these changes seamlessly.

This scalability ensures that your CRM system continues to meet your shelter’s needs, providing a consistent and effective tool for managing your operations as your organization grows.

  1. Brand Consistency

Maintaining brand consistency is important for any organization, including shelters. CRM Runner’s Visibility feature allows you to incorporate your shelter’s branding elements into the platform. By adding your logo, colors, and fonts, you create a cohesive and professional appearance that reflects your organization’s identity.

This customization not only enhances the visual appeal of the platform but also reinforces your brand’s presence and consistency across all operational aspects.

  1. Improved User Adoption

A CRM platform that feels tailor-made for your shelter’s needs is more likely to be embraced by users. CRM Runner’s Visibility and Customization feature enhances user satisfaction by providing a platform that aligns with your specific requirements and preferences. When employees find the software intuitive and relevant, they are more likely to adopt and effectively utilize its capabilities.

Optimize Your Shelter Management with CRM Runner

CRM Runner’s Visibility and Customization feature empowers you to shape your CRM platform according to your shelter’s needs, ensuring a focused and efficient user experience. By personalizing the interface, tailoring the layout, and selecting essential features, you can enhance productivity, support growth, and improve overall management.

Ready to experience a more tailored and efficient CRM solution? Explore CRM Runner’s visibility feature in CRM for shelter, sheltered housing and discover how this tool can transform your shelter management practices. Embrace a customized approach to efficiency and effectiveness today!

CRM software for on-demand babysitting services

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The world of on-demand babysitting is a challenging one.  Demand is rarely consistent, changes occur often, and baby-sitters may not even know where the family is before heading to their booking.  With so many employees and families to coordinate, online baby-sitting businesses can become difficult to manage.

Communication issues between the family and the sitter, the family and the coordinator, and the coordinator and the sitter can quickly ruin the business relationship.  If a sitter arrives late due to poor communication, the family is going to be upset.  If the sitter does not know where he is going, or does not have the proper family information before arriving, the sitter may be upset, too.

To best support the employees, on-demand babysitting service managers should take advantage of CRM software for on-demand babysitting services. CRM software paves the way for for quicker, easier communication, offering several advantages:

  • Open Communication: By maintaining open communication between the coordinator or manager, the family, and the sitter, everybody has a better experience.  Families can trust the sitter and the company.  The sitter arrives happy and ready-to-go, ensuring that the children under care are high-spirited and well-supervised.
  • Efficiency: Plans change, and they change often. Families may book an on-demand sitter and then suddenly have to cancel.  On the other hand, sometimes families need a last-minute sitter.  Scheduling changes can be difficult to coordinate.  However, with on-demand babysitter CRM software, this is hardly the case.  Calendars and orders can be quickly modified and updated.  Follow-up based on changes can be automated, notifying both the arranged sitter and the family of any changes.
  • Location: In a given geographical area, there are difficulties in arriving to a location if it is in an obscure place or if there is unexpected traffic.  To combat this problem, CRM Software provides GPS services.  Homes and sites can be seen in the database.  A street view shows sitters where they are going.  Mileage and expenses are easily tracked by inputting the routes into the system.
  • Privacy: A chat function within the software lets staff members communicate with one another by means of instant messaging.  This is very helpful for the off-site coordinator who needs to keep in touch with the sitters in the field.  Parents and children will not overhear these exchanges, which leads to a sense of confidentiality and professionalism for the on-demand babysitting service provider.

CRM software for on-demand babysitters and babysitting service providers offers many benefits.  Beyond those outlined, managers will enjoy automated invoicing, hassle-free follow-up, and VoIP phone service, connecting the coordinator to families by phone in the click of a button.  To serve families needs to be a priority.  With that in mind, CRM RUNNER can remove some of the stress of organization so that service providers can focus on the care of the children.

Personal Chefs Keep their Business Sizzling with Powerful CRM Software

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Personal Chefs have a lot on their plate when it comes to managing their business.  Apart from creating culinary experiences that dazzle their clients, they have to maintain excellent relationships with customers, vendors, suppliers, and their employees.  One tool makes this much easier:  CRM Software for Personal Chefs.

Many people do not think about the business administration work that goes on behind the scenes for a Personal Chef.  What comes to mind instead is the chef in the kitchen, whipping up some of his best plates.  However, personal chefs need to find clients, arrange schedules, order supplies and ingredients, send invoices, and manage finances.  CRM databases can streamline these tasks by offering a central location for all of these tasks.  The best CRM software for Personal Chefs will be able to be used on the go as chefs are rarely in the same place for a long time.

How can Personal Chefs take advantage of CRM software?

Chefs can find new clients using their CRM’s applications tools.  For example, CRM software imports interested parties’ information from a landing page.  The software generates a list which can be used to follow-up with customers who visited a website.  These customers may be “shopping around” for personal chefs, and professional, prompt, and courteous follow-up could be what encourages the consumer to choose one personal chef business over another.  With this in mind, it is imperative that personal chefs reach out to leads quickly and courteously.  CRM technology allows chefs to reach out to customers in a variety of ways – by phone, by email, or even by text (SMS) message.  This will bring a higher rate of conversion and a better bottom line.

The chef can use the CRM software to manage all of his business relationships.   Vendors, suppliers, and employees can be maintained in the software.  Vendor and supplier management is particularly important to the chef.  Tracking costs and inventory can also be done within the software.  When chefs order pots, pans, potatoes and poultry, all of those expenses need to be tracked; this can be done using CRM applications.  Imagine the ease of access knowing that a professional network is totally accessible in one place.

Not all personal chef businesses are a one-person show.  Instead, these businesses often work with a variety of employees to make “the magic happen.”  CRM technology allows managers and owners to set user permissions so that employees using the software can access only what they need.  A sales person can view the sales funnel tool and an administrative assistance can access invoices.  This provides a level of security because not all information is accessible to everybody.

Personal chefs using CRM software have a competitive advantage in their industry.  Automation saves time and money, meaning chefs can do what they do best – prepare delicious meals for clients!  If you are ready to make the switch to organization and automation, let’s have a conversation about how CRM RUNNER can streamline your business.

CRM Software for Acupuncture Businesses

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The benefits of acupuncture are well-known to those who currently obtain this unique treatment but it is less so understood by the broader public.  Acupuncture reduces stress and pain.   Others have noted its ability to reduce eye strain and headaches.  It has also been known to increase energy and give the immune system a boost.  With so many benefits, this practice has been getting more and more attention.  Yet, there is some mystery around this treatment and that lack of knowledge prohibits interested parties from taking action in contacting an acupuncturist for that critical first appointment.  For those who do have a preferred place to visit for acupuncture, they often need reminders to keep up with their appointments.  For either case, CRM Software for acupuncture businesses and acupuncturists provides powerful tools to keep in communication with potential and current clients.

Lead Generation Made Easy

Perhaps the general public roughly understands the benefits of acupuncture.  However, many people still consider this form of treatment too new age, unproven, or ineffective.  It falls on the acupuncturists to educate the public so that they can generate more leads:  CRM software for acupuncturists simplifies this daunting task.  CRM databases connect with websites and social media to create a list of interested customers: those on the cusp of making an appointment or who need just a bit more information before booking.  The software keeps a running list of these customers so that acupuncturists can send educational information or reach out for direct follow-up.  Quality CRM software also shows these contacts via a sales funnel tool.  This tool sorts clients by level of interest so that the company can modify their approach in reaching out to potential clients.  For example, the skeptical lead may need education and convincing.  Those who love acupuncture already but are shopping around for a new provider may need a different type of approach before deciding to give your firm a go.  CRM applications offers the necessary tools to vary the approach for various market segments.

Stay In Contact with Clients

Perhaps the acupuncture business already has a solid list of clients.  In this case, one of the most important tasks is to stay relevant in their lives through consistent communication.  How often should your clients be booking appointments?  Daily, weekly, monthly, or as needed?  Appointment setting is made easier with CRM software for acupuncturists.  Those responsible for booking appointments have a variety of tools, using CRM applications, to schedule clients for their next appointment.  For example, a calendar widget shows the daily schedule of appointments.  Customer notes can be added to client profiles to customize their experiences.  Sending bulk messages by email or SMS (text message) is easier thanks to saved distribution lists.  If offices reach out to their customers by phone, they can install VoIP technology to contact customers by phone with one click.

Acupuncturists promote health and wellness in a way that is supposed to be low stress.  This highly effective therapy has helped many people overcome physical and mental challenges in their lives.  Yet, the public largely does not understand all the benefits of acupuncture.  Those curious and those who know are ready to book appointments, though.  With the support of CRM technology for acupuncture professionals, consumers can more easily find a provider and book their next appointment.  If you know acupuncture, then you need to know CRM technology.  To try CRM RUNNER, contact us today.

Stay on the Road to Success with Private Car Service CRM Software

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Private car services are now in a more competitive market thanks to ride-sharing applications that give users the opportunity to call a private ride from almost anywhere.  However, traditional private car services are desirable for many market segments and for many occasions.  For example, it would be rare that a bride and groom would “book an uber” for a post-wedding drive away farewell scene.  They cannot take the chance of anything going wrong.  Many people still enjoy the feeling of calling for a private car for a ride to the airport, for prom, for a nice date.  Not to mention many private services serve a different crowd altogether, people too famous or too private to use taxis or ride-sharing applications.  There is no doubt this industry will continue thriving so long as firms remain organized and fully embrace a strong marketing effort, drawing on leads and past customers.  CRM Software does this with ease, and CRM Software for Private Car Services also acts a customer service and dispatch center.

CRM Software has a variety of tools that would be extreme usefulness to those in the Private Car Service industry.

  • Remain in Contact with Customers: Customer Contact Information is kept confidentially in a secure database.  This database is only accessible to those whom the administrator chooses to give access.  This will make clients feel more secure about how their information is used by the company.  Customers can be contacted by phone with one-click, so long as VoIP Integration is activated.  Customer service can also be in touch with clients by text message or by email.  Using this tool, staff can let customers know that the driver is on their way.
  • Payment Collection: Payments can be collected directly within the software, even by the driver if desired by management.  If not, payments can also be paid by email.  Estimates easily convert to invoices, too.  All estimates and invoices are generated using the company logo and contact information.  If there are other documents the company uses, such as itineraries, waivers, or agreements, these documents can be attached to the client profile, receipt, or stored in document storage center.
  • Generate Leads: If the company doesn’t already have a landing page, CRM Software has templates that can be used to create one.   The landing page will be a place to collect leads; interested parties visit the website and request more information or join a mailing list.  Then this information is easily imported into the software for later follow-up via marketing efforts or direct sales.
  • Marketing and Promotions: Private Driver Service Providers can send potential and past customers messages to encourage boosting sales using CRM Software.  For example, if the company has a listing of those who rented a car for a prom event, the company can send an advertisement the following year, perhaps with a coupon.  Even if the same people are not attending prom, they may share the coupon or advertisement with friends and family.
  • Dispatch and Call Center: CRM Software works as a dispatch tool, too.  The powerful software has a variety of tools like GPS, VoIP, Schedules, and To-Do Lists that help the call center and the drivers work as one.  GPS routes and mileage can be calculated in the software, both in the office and on the road.

Private Driving Service Companies need to be creative to stay competitive in today’s economic climate.  CRM Software for Private Drivers comes in the form of CRM RUNNER, a customization platform offering all of these tools and more.  Schedule a test drive of the software today.

The Curious Benefits of CRM Software for Window Washing Business

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Window washing is needed throughout many cities, and the industry is competitive.  A way for window washing businesses to stay ahead of the competition is to use CRM Databases to maintain relationships with leads and customers.  To make the most out of CRM software for Window Washing Businesses, business owners should consider integrating the application with VoIP technology.

VoIP is especially practical if a company uses CRM technology.  Connectivity to software allows for one-click dialing and recorded calls.  This is very important for those in sales and customer service.  As communication between employees and clients improves, so does the company bottom line.

What is a VoIP system?

In the past, phone calls were always routed through a phone company’s network, connecting traditional analog phones on either end.  In the very beginning of phone services, operators manually connected lines.  Over the years, technology advanced to connect lines automatically.  As more and more people joined the telephone network, phone numbers got longer, but connectivity improved.  In the 90s, with the advent of the internet, engineers started designing systems that used digital lines instead of the traditional analog lines of the past.  Most people know this technology as Voice Over Internet Protocol (VoIP).

This new telephone system has been widely implemented by window washing businesses around the world.  Companies were once afraid of replacing new equipment and software, some of which had been of practical use for decades.  However, the investment is now well worth it today.

Many phone companies charge businesses per line and each installation requires a visit from the phone company.  Phones used to be limited to the number of lines, reducing connectivity in the office.  People shared phone lines and features were only available if companies paid.  Making the change to VoIP technology puts much of this back in the hands of the business and its IT department.  Adding new phones is as easy as plugging them into the internet portal.  Often, businesses find that the initial investment in transitioning from traditional phone lines to internet connected technology is worth it.

In terms of CRM solutions for window washing companies, the integration of VoIP with the database helps bring in more customers and maintain the relationships with current ones.  Getting in touch with customers and leads happens in one click, so the sales team operates more efficiently.  Many CRM applications have the capability for the staff to keep notes on the client’s profile.  Staff can also review past orders, open and paid invoices, and client contact information.  For leads, a sales funnel tool organizes potential clients by their current level of interest in the company.

Window washing is a unique industry, but one we need to keep skyscrapers and houses’ windows spotless.  Cleaning windows, especially those on tall buildings is a challenge, so we depend on the professionals to get the job done.  For these companies to acquire more customers, and maintain their current ones, they should be using CRM software to manage their customer and sales relationships.

If you own or manage a window washing company and you are ready to learn more about CRM technology, contact CRM RUNNER today for more information about obtaining a trial version.

CRM Applications for in-home Massage Businesses

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Being a masseuse is a rewarding business.  For those who are stressed, sick, or looking for rejuvenation, a great massage, working deep tissues and melting away pain and stress, could be the ticket to a whole new day.  Whereas massage parlous have their own way of doing business, those who offer in-home massages need CRM software to stay on top of their work.

CRM applications for in-home massage businesses offer a variety of tools that streamline operations for the masseuse.  These tools help the business stay organized so the masseuse can focus on what he does best.

Scheduling

Perhaps one of the biggest knots to undo in running an in-home massage business is scheduling clients.  CRM Software for in-home massage businesses have a variety of tools that make scheduling easier.  For example, a calendar widget allows the schedule maker to create events for meetings and bookings.  The events can be attached to the client’s name in the database.  This event can also be used to generate an invoice to be paid at the time of the massage, as well as before and after.  Invoices can be sent electronically and paid in the software – even on the road, so masseuses can collect payment on site using the mobile versions of the software which fully support your financial accounting software.

GPS

As the masseuse’s business grows, so does the geographic market.  The masseuse needs to be able to arrive on time and to the right location for every appointment.  The CRM software shows the location of each client.  It even shows a street view photo so the masseuse knows where they are going before they leave.  If there is a charge for mileage or distance, the software adds that to the invoice without issue.

Text (SMS) Communication

Messaging clients can be a great way to communicate with clients.  Bulk messages (SMS) can be sent to a client list.  This is helpful for the masseuse when they are looking to promote special rates or fill open spots in their schedule.  The masseuse can also confirm schedules and let the client know they are on their way using the SMS technology.  By keeping in close contact with their clients, they build a stronger customer relationship that will lead to more bookings.

Invoices

Collecting payment is a critical part of any business.  The beauty of CRM technology today is that it is possible to generate invoices in less time using templates that feature the company logo and contact information.  Invoices can be sent by email and paid online.  Because CRM applications are available on mobile devices, invoices can be paid wherever a mobile device is present.  That’s great news for the in-home masseuse who visits clients on the road.

When it comes to working out the kinks in running an in-home massage business, CRM technology helps entrepreneurs and business owners stay on track.  Interested in using this powerful technology?  Contact us to get started.

Best CRM Software for a Mobile Notary Public Business

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CRM software comes in many shapes, sizes, and price ranges.  Before choosing the CRM Software for a mobile notary public business, it is imperative to consider the features it offers and how they will help your business.  Common features include client management, invoice generation, and sales tools.  Other applications include widgets for GPS, to-do lists, and calendars.  At CRM RUNNER, we aim to educate consumers on how to choose a great CRM application, so we’ve done our homework to help those in the mobile notary public industry get started on their search. Here are the questions to ask in your review of CRM databases:

Does your customer relationship management software (CRM) give real-time access to invoice history?

As business-minded professionals, notaries know the importance of keeping accurate records.  This couldn’t be truer than when it comes to invoices.  Invoices need to be correct and up-to-date.  CRM software makes this happen with efficiency and ease.  First, businesses enter their contact details relating to address, phone number, website, and more.  They also upload their logo and select a style template for the software to file.  Finally, they enter the information for products and services into the CRM software.  Although the initial setup takes some time, it only needs to be completed once.  After the template is ready, creating invoices is a simple process.  Invoices can also be sent directly to customers by email.  The invoices are created and closed in real time, so your software is always showing the most up-to-date figures for your business.

Can your Records Management System accept and store documents easily?
Although different versions of RMS applications exist, some CRM software also gives access to confidential document storage.  The documents can be stored on the client’s profile as well.  This makes moving documents easier.

Does the software allow for third-party integration for payment and accounting?
Not all CRM software for mobile notaries public are created equal.  Ask your consultant if full integration of payment software is available.  Many types connect popular applications like Quick Books directly to the software so invoice payment can be completed with out leaving the database.

Do all your critical applications integrate with your email?
CRM technology is only valuable when it works with your other computer software.  Look for CRM software that can work with email, especially in sending out bulk messages to potential, current, and past customers.  Communication with clients is a key part of doing business today.  They want to be reached by phone, email, and even text (SMS) messages – all of which are available in a few clicks within decent CRM software.

CRM RUNNER is proud to offer these tools and many more in its affordable application.  Want to give it a test drive?  Get started now. Click Crm Software for a 14 Days Free trial!

Upgrade Your Business Toolbox – CRM Software for Handyman Services

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Handyman services are popular for jack-of-all-trades home and business repairs.  In today’s trade industries, some services are quite expensive if you book specialists for every job.  If a homeowner wants a room painted, some light bulbs changed, and a doorknob installed, it may be more affordable and faster to hire a handyman for these odd jobs.

Handymen services offer versatility and affordability for consumers, but some customers have noticed that professionalism can lack.  Many in the handyman business pride themselves on their work but when it comes to professional looking invoices, finance reports, and webpages, they hit a wall.  CRM software for handyman services may be the answer they are looking for.  CRM, or customer relationship management, applications like CRM RUNNER can organize a small business, keeping it on track in a variety of ways.

Check out this FAQ about CRM Software and what it can do you for your handyman services business.

Q:  What does CRM RUNNER do?

A:  In short, almost everything!  CRM RUNNER keeps track of your customers and potential leads by storing contact information.  CRM software generates invoices which can be paid directly in the software.  CRM stores contractor information and inventory.  It can track employee time and mileage expenses.  You can use it like a personal assistant for document storage and calendars.  The possibilities are endless.

Q:  How does CRM RUNNER help me when I’m out on the road?

A:  It is important to have a CRM application that goes on the road when you do.  CRM offers a mobile application which has all of the same information available on your computer.  The software allows you to review project plans, contracts, and invoices on a mobile device.  It also gives access to GPS and payment collecting modules.  If you have other operators using the application, you can chat internally.  If your business has a dispatch person, they can also use the software to send messages to clients and employees.

Q:  Can I change the features available based on who is using the software?

A:  Yes!  User permissions enable business owners to give certain information to a limited amount of people.  For example, you may want to give a contractor access to the job plans but not the customer database; this is possible with CRM RUNNER.

Q:  What reports does CRM RUNNER provide?

A:  CRM RUNNER provides customizable reports in a professional format.  You can review reports based on payroll, mileage, expenses, revenue, open invoices, and more.  It will be easier to keep your finances in order using these reports.

CRM RUNNER is top of the line customer relationship management software.  If you have more questions, or you’re ready to give it a try, reach out to us today!  We’re here to help.

If you are new to using this software, then you can use our 14 days free trial or check our Pricing here.

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