Tag: crm

Excellent CRM Software for Doula and Birth Coaching Services

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Paper everywhere and schedules posted all over the wall – such is the life of Doula or Birth Coach who need CRM Software.  Today, many doulas and birth coaches feel disorganized while staying in contact with clients.  Using notes, spreadsheets, emails, and endless text messages to communicate with clients leaves the modern-day professional feeling a bit all over the place as notes gets lost in various places until it becomes impossible to recognize.  With so much at stake, there is no falling behind.

CRM Software for Doula and Birth Coaches can help keep everything moving smoothly.  Here are four ways CRM Software for Doulas can help professionals get back on track.

  1. Set clear objectives. Before embarking upon a reorganization journey, it is important to stock of what the modern doula needs. CRM Software can provide assistance in creating invoices, tracking payments, and scheduling appointments.
  2. Determine how clients will interact with CRM software. There are some changes that can come with how doulas interact with their clients after using a CRM application. For example, new clients can be tracked online and then contacted quickly using the CRM database.  Schedules can be maintained in the same software.
  3. Have a plan for prioritization. Make a list of goals for the business.  What is most important?  It may be scheduling clients.  It may be attracting new clients.  It may be automating follow-up or payment collection.  Whatever the need is, customizable CRM software means that can be implemented first.
  4. Complete a weekly check-in. Doulas and birth coaches have constantly changing schedules.  CRM software helps manage these schedules by associating contact information with the contact information of each client available in a single click.  GPS locations are available in the software, so professionals can always be sure they know where they are going before heading to appointments.  Updating and maintaining CRM software is easy and can be done from anywhere thanks to a mobile application that takes the power of the digital office on the go.

CRM Software eliminates the difficulty of task management functions, giving professionals the power to appointments and client acquisition with real-time notifications.  With CRM software, entrepreneurs can keep track of tasks, clients, and vendors.  As efficiency improves, there is less time spent sorting through notes and making phone calls to clients to complete schedules and follow-up.  Calendars and contact can be automated, leaving doulas and birth coaches more time do what they love – helping their clients.

Doulas and birth coaches can take their organization further with the capability to receive real-time notifications by using CRM Software like CRM RUNNER.  As scheduling becomes an easier process, customer satisfaction will of course increase.  Happy clients mean a happy doula!

Life Coaches Need to Use CRM Software to Stay Ahead

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Life coaches know how to make people think about their lives in a productive way.  According to Lifecoaching.com, “The coaching process addresses specific personal projects, business successes, general conditions and transitions in the client’s personal life, relationships or profession by examining what is going on right now, discovering what your obstacles or challenges might be, and choosing a course of action to make your life be what you want it to be.”  In other words, a life coach helps clients make a vision of how their lives should be and then keeps on them accountable for making the vision happen.

From creating a life purpose and defining a personal mission to implementing goals and thinking outside of the box, life coaches advise clients as how to improve their actions on an everyday business.  Life coaches can specialize in a variety of areas and domains such as: confidence, self-worth and self-esteem, relationships, career changes, work-life balance, self-care, finding a purpose, anger management, managing stress or grief, identity, personal branding, recreation and art, accountability, and health.

CRM Software for Life Coaches helps coaches maintain a list of clients interested in their services.  Those who are in need of a life coach will often find it most difficult to take the first step.  They know thy want to change, but clients still may not be sure as to when, where, or how to do so.  It is common for somebody interested in life coaching to visit a landing page, which is easy to design with CRM Software, and input their contact information without a serious commitment to take the next step beyond that.  Instead, they wonder on through life without the guidance they need to accomplish their goals.  The life coach goes, sadly, without a client to help when this happens.

Coaches can use CRM software for life coaches to attract more clients and stay in touch with the ones they have.  For example, whenever a client inserts his information into an interest form on the website, the database can automatically import that information for easy follow-up by email, phone, or even SMS (text) messaging.  This can send a signal to the interested party that the life coach is eager and ready to assist when the client is ready to take that difficult first step.  Some life coaches offer free or very low-cost consultation; using CRM software for life coaches means that there is easy communication once a client has interest and that staying in contact after the initial consultation can be facilitated with a few simple clicks.

Invoicing is another challenge for life coaches.  While focused on helping individuals succeed in their personal matters, making time for book keeping and sending invoices can become challenging.  CRM Software allows life coaches to set up various pricing plans and payment schedules.  These fees can be applied directly a customer to create an invoice quickly.  Invoices and contracts can be sent directly from the database to the client, allowing for electronic signature along the way.  Invoices can be paid in person, online, or using a mobile phone – where an internet browser is available.  The transactions are logged within the system, closing the invoice.  Then, the information is available in easy-to-print reports and in QuickBooks or other financial software thanks to software integration.

Life coaches know how to set goals and stay organized.  If they are finding it difficult to stay as organized in their business practices, CRM Runner can help.  Learn more today by clicking here.

Personal Stylists Need to Attract Clients with CRM Software

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When it comes to personal style, it is important to trust an expert.  Wardrobe styling today is a healthy, growing industry it seems.  This is largely in part due to the increase of social media and additional cameras in the public eye.  From Hollywood to small towns across America, more and more people care about what they look like from head to toe, and that means they care about their clothes as well.

Women often worry about having a style that makes them feel good about who they are.  For many women, this includes how they dress.  Men, too, like to show off a good-looking outfit, increasing their confidence.  People everywhere take care of themselves and invest in their looks, especially their clothes.  For this reason, those who work in the fashion and styling industries need to maintain great relationships with their clients.

In the market of fashion, different professionals provide various services.  Some fashion pros work at magazines, curating photos and articles that explain the latest trends.  Others work in design, bringing looks to life from sketchpads to runways.  Others, do styling.  These professionals, stylists, can work on photoshoots putting together looks or in department stores, helping everyday people choose the best look for their body type and color palette.  Stylists come at different price points depending on fame and experience, so anybody can hire one today.

Stylists know better than anybody that they need to maintain an excellent relationship with prospects, current customers, and past clients.  Style is seasonal and cyclical, so anybody who truly cares about fashion remembers that looks need to be changed out often if one is to keep up with the trends.  For the aspiring stylist, or the well-established one, this is where great CRM software for stylists comes in.

CRM software helps entrepreneurs and businesses of any size maintain close contact with leads and customers.  CRM software for stylists specifically helps the fashion professional keep in touch with minimal effort.  Past client lists can be saved in a database so that text messages (SMS) and emails can be sent with updates and invitations to book a new appointment.  If your agency creates look books, fashion forecasts, or other marketing and promotional materials, you can easily send the documents to past and current clients in just a few clicks.

Another important tool offered in CMR software for fashion stylists is the schedule maker.  Drag and drop technology makes booking, canceling, and rescheduling appointments a snap.  If the scheduler wants to review client information, double clicking on the appointment opens the profile with the contact information and customer notes available at a glance.

CRM software will change the stylist’s way of doing business.  As the stylist becomes more efficient, they will have more time to do what they best: style outfits.  If you are a stylist looking to increase marketing efforts and stay organized, contact CRM Runner today.

Keeping Your Home Cleaning Service Organized with CRM Software

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Maids, housekeepers, home cleaning – many different names describe one important job, keeping homes neat and tidy for families.  Those who know this industry know that it may not always be glamorous, but it does hold professionalism in the highest regard.  Home Cleaning Service businesses need to stay organized, especially when it comes to schedules and logistics.  CRM Software can make cleaning up the office organization a snap.

CRM Software for Home Cleaning Services can accomplish many tasks related to scheduling.  For example, all customers can be listed in the CRM database.  Once customers are listed in the database, a profile exists with all of the contact information, open invoices, past orders, notes, a button to call the client, and even the birthday listing.  This is a major help to those in the home cleaning service who know that a touch of familiarity goes a long way when it comes to client satisfaction.  Customers generally like to have good relationships with the people they employ to clean their home as it creates a sense of trust.

CRM maintains calendar functions and task delegation, meaning that assignments are easily delivered to staff members or team managers.  The schedule can be reviewed in daily, weekly, or monthly formats.  Items can be rearranged using drag and drop technology, so making changes poses no challenge.  If the meeting is associated with a client, the client can be linked to it.  From that screen, the user can speak to the client by phone, email the client, or send the client a text (SMS) message.  This tool comes in handy when scheduling appointments, confirming appointments, or letting a client know that a cleaning team is on their way.

One of the challenges of taking on a new client or hiring new staff is using unfamiliar directions to find the homes that need cleaning.  CRM Software with GPS Tools shows maps without even clicking out of the software.  The street view tool gives the driver a clue as to where he is going before they head out.  This saves time and money.  If staff members have access to the mobile application, which is easy to do thanks to user permission settings, they can review GPS on the road.  Managers can also see the location of the user.  An additional feature of the mobile application is that it does accept payment, so the cleaning team can accept payment on the spot, if need be.

It is no wonder that CRM Software for Home Cleaning Services is becoming a popular request at CRM RUNNER.  If you own a home cleaning services business and you are shopping for CRM Software, try CRM RUNNER with a 14-day  free trial today.

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.

Nutritional Consultants Should Take Advantage of CRM Software

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Nutrition consultants know about creating a diet to improve the physiology and wellbeing of a human being.  They teach clients about better eating habits for better health.  They also consider individual habits and biology to ensure a meal plan will work for their clients.  People employ nutritional consultants for a variety of reasons ranging from weight loss and weight gain to medical needs and wanting to increase their energy levels.

Nutrition consultants find themselves working in a variety of locations: hospitals, schools, and public health departments.  However, some have ventured into the entrepreneur world as well, owning and operating their own business.  For this type of nutritional consultant in particular, CRM Software can be especially valuable.

CRM Software for Nutritional Consultants can help facilitate the following tasks:

Tracking current health histories and eating habits of clients:  The successful consultant will have a large number of clients to track.  CRM technology allows the consultant to create client profiles in a database that is accessible via computer and mobile device.  In the CRM software, the consultant can take and maintain notes relating to the health, success, and mishaps of clients.  This is useful as diet plans can be reviewed and revised over time.

Educating clients about specific diet plans:  Once clients are in the CRM system, consultants can reach out to them directly and in bulk.  This makes information sharing easier.  If the consultant wants to send all current clients an article about a specific diet trend, all the consultant has to do is enter the email editor application and choose a distribution list.

Staying in touch with potential clients:  Often, nutritional consultants are invited to attend school and community events to promote healthy eating.  At these events, interested parties share contact information, hoping for a newsletter or to make an appointment with the consultant in the near future.  CRM technology allows consultants to enter these new leads into the CRM database.  Once they are entered, consultants can assign a team member to follow-up.  If the software is linked to a phone line via VoIP integration, leads can be contacted by phone in one click.  Email and text (SMS) messages can also be sent to leads in bulk.

Organize schedules:  Busy nutritional consultants need to stay on top of their packed schedules.  Between appointments, site visits, and events, there is a lot to manage.  CRM software often includes calendar tools.  An at-a-glance overview of a daily, weekly, or monthly schedule keeps consultants organized.  Double clicking on a meeting should reveal the client details.  If there are changes to be made to the schedule, blocks can be easily updated using drag-and-drop capabilities.

The career of a nutritional consultant is a rewarding, but busy.  To stay organized, nutritional consultants should highly consider utilizing CRM Software.  CRM RUNNER works very well for the needs of nutritional consultants because it is customizable.  To give it a trial run, contact us today.

Hairstylists Can Gain More Clients Using CRM Software

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Hair stylists can work in a variety of settings – schools, private salons, rented chairs, and at home.  For those who run their own business, as an individual or as a shop owner, CRM Software for hairstylists is an invaluable tool to have in their arsenal.  Hairstylists have a great profession because people will always need haircuts, so demand is relatively high.  Yet, when demand is high, the market is more competitive.  How can hairstylists maintain a competitive edge in their local markets?  They can gain more clients by showing great professionalism and organization and by solid marketing efforts.  CRM Software does both.

Showing Professionalism and Organization for Today’s Hairstylist

Many clients shop hairstylists based on two components – personality and ability to create the right look.  As much as clients return to a hairstylist for the haircut they adore, they return because they enjoy sitting in the stylist’s chair.  Whether the hairstylist is chatty or focused, vibrant or reserved, the customers who come back like them how they are!  CRM Software allows hairstylists and barbers to take notes on the customer preferences in the software.  The client, for example, is stored in the store or stylist’s software system.  This is handy for marketing later.  In this case, it is also handing for customer relationship development.  The stylist can take notes on the personality, personal life, and hair style preferences of the client.  When the customer returns, it will be easy for the stylist to remember the client likes a number two on the sides, scissor cut on the top – because it is written in the notes.  The notes may also say that the client is a dad with two daughters.  “How are the girls?” makes the client realize you remember who he is, offering relationship-building.  But maybe he prefers to be quiet during the haircut, so you remember to keep the conversation short after that.  The busy stylist finds relief in these quick notes that make it seem like the stylist remembers the customer like an old friend.  And so long as that haircut remains of high quality, the client will be back for his next cut.  This is also very useful in salons or shops with more than one hairstylist.

The organization factor of CRM Software comes in it how allows its users to generate invoices and process payments using templates and an intuitive design.  Stylists do not have to rely on a handwritten receipt when they have CRM applications.  All past receives are saved to the client’s name, and because all invoices are saved in the software and linked to the payment management system of your choice, running financial reports is easier than ever before.

CRM Software makes Marketing Easier for Hairstylists

If stylists book appointments immediately after the cut, they can schedule them using CRM Software.  Later, the customer can be notified by phone, email, or text (SMS) messaging.  A quick reminder of the appointment will help encourage the client to keep it.  If the client needs to change it, drag-and-drop functionality in the customer makes the adjustment easy to make.  As leads visit the hairstylists website, the software creates a list of potential clients.  Marketing messages can be drafted in the CRM program’s text editor and sent in bulk.  This is also a useful in sending past customers promotions. The options are endless when it comes to marketing initiatives using CRM software.

A top choice in CRM Software for hairstylists is CRM RUNNER.  This customizable CRM software comes packed with the tools needed to drive a successful hairstylist business.  If you are ready to give it a try, contact us now for a 14-day free trial.

Meal Delivery Service Businesses should be using CRM Applications

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In many cities, people use meal delivery instead of preparing their own meals.  They take advantage of this unique industry for a variety of reasons.  Rather than make time to go grocery shopping and then prepare a tasty dish, ordering meals on a regular schedule is more practical.  No matter the reason, meal delivery services relies on logistics to be successful, and organization is paramount.

To make organization easier, professionals in the industry need to consider CRM software for Meal Delivery Services.  CRM Software can make running a meal delivery business much easier.  Its capacity to track new leads, manage logistics using GPS tools, and automate invoicing makes it a valuable tool and worthwhile investment.

Track New Leads

Customers are the lifeblood of any business, and attracting new customers is an important part of business sustainability.  For the competitive meal delivery service industry, local companies need to stand out.  CRM Software helps track interested customers in a variety of ways.  For example, CRM applications often come with landing page templates. These templates allow users to create a sort of webpage that collects the user information of interested customers.  These leads are directly imported to distribution lists which can be used to follow-up later.  It is even possible to even assign these leads to a sales representative who can call, email or text (SMS) with only a few clicks.  The Sales Funnel widget makes organizing leads easier.

Manage Logistics using GPS Tools

CRM Software keeps track of the address each client, lead, vendor, and supplier.  Even better, the application can show the whereabouts of each party on a map.  This makes logistics management much easier for Meal Delivery Services firms.  Planning an efficient route is very important as to save time and money.  If the firm charges customers delivery fees based on mileage, CRM software can calculate the distance and include it on the invoice for customers.  The GPS capabilities also show locations on a street view tool, so drivers can know where they are going before they depart.  The CRM applications can be used on mobile devices as well, so all of these tools go with drivers on the road.

Invoicing and Payment

Creating invoices can be a time-consuming endeavor.  CRM software automates this process.  Because CRM databases are customizable, professionals in the meal delivery services industry can create packages within the program and charge their clients accordingly.  CRM technology keeps track of sales and lists them on an invoice template which features logos and company information.  Clients can even receive their invoices electronically and pay online.  If the client prefers to pay at drop off, the delivery person can accept the payment using the mobile application.  From there, the driver can send the customer an invoice by email by logging into the application.  The payment is integrated with the business’s current finance software so everything works together.

CRM RUNNER is a great option for those needing CRM Software for Meal Delivery Service Businesses.  Get in touch with our team today to learn more about how to make this powerful software work for you.

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!

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.

Seamstress Services Can Move into the Future with CRM Software

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A tailor, or seamstress, is not a job that has gone out of fashion.  These talented craftsmen and women mend clothes, linens, and other fabric-based items so that they can live on in our closets and homes.  Heroes of the garment world, they can take advantage of powerful CRM Software to increase their market reach and organize their invoice system.  Seamstresses and tailors can be quite busy, sewing new patterns for clients, hemming wedding dresses, and taking pants in an inch or two.  When they are busy, they rely on CRM Software for Tailors to keep track of their business. A tailor can add CRM software to her tool box to accomplish many tasks.

Task Number One:  Generating Orders

CRM Software allows tailors to maintain an on-going list of customers and their orders.  This is quite useful as it replaces the need to keep up with handwritten records.  This technology keeps everything in order.  If a tailor has a list of contacts in a spreadsheet document, he may easily important them into the software, saving a lot of time on data entry.  If not, entering customers is an intuitive, quick process on a one-by-one basis.  When customers arrive, the order taker can create an estimate.  If the estimate is requested over the phone, it is possible to email the estimate to the client.  Once the estimate is approved, the order can be processed, generating an invoice.  If the company requires a signature to get started, perhaps for a waiver or other agreement, the system allows for electronic signature.  Documents can also be attached, either showing instructions or sketches for various plans. Even payment can be collected using the CRM Software. These tools make the life of a tailor a lot easier.

Task Number Two:  Running Financial Reports

CRM Software for Tailors gives business owners access to many customizable report templates.  These reports can show open invoices, current sales, and profit reports.  This is a useful tool as the CRM application integrates with payment software like QuickBooks.

Task Number Three:  Contacting Suppliers

Like they can with customers, business owners can maintain contact information for vendors, suppliers, and contractors in CRM Software.  This means keep everything in one place is easier.   Inventory items are likewise easy to maintain in the CRM applications.

Task Number Four:  Payroll & Staffing

If the seamstress or tailor has any employees, the staff can use the CRM software like a time clock.  From this tool, timesheets are created in a few simple clicks, making payroll faster to process.  If managers want to give access to parts of the CRM database to an employee, user permissions settings allow them to choose what employees can access when logged in.

CRM Software for Tailors and Seamstresses has never been this easy.  CRM RUNNER is a customizable, general-use CRM solution with many tools to organize businesses and grow client bases.

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.

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