Tag: Transactions crm software

Simplify your Transactions In One Move

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When running a business, keeping accurate records of transactions is a crucial part of daily operations.  Be it for inventory, taxes, or bookkeeping, every transaction must be accurately documented.  Whereas many small business owners are still using spreadsheet documents and carbon copy receipt books, savvy business leaders use CRM database software, like CRM RUNNER, to track transactions in a way that is easy, efficient, and professional looking.

Estimates and invoices can be prepared quickly, using a template that showcases your company´s logo and contact information, sending professional and timely documents to customers.  These documents can be sent electronically for a faster turnaround and guaranteed receipt.

Both services and inventory items can be tracked within the software, giving real time metrics on service hours and stock.  As employees build estimates for clients, services and inventory are attached to the project.  Once approved and completed, invoices can be sent quickly so that payment is collected promptly.  Notifications can be sent to customers regarding their payment by email or by SMS.  If a phone call is required regarding an invoice, the customer can be connected via VoIP in a single click.

Another benefit of using CRM RUNNER for business transactions is that the payment can be collected in the database itself.  This means that payment records are attached to the client or contractor and accurately reflected on account for each party.  The software offers full integration with your current finance and payment software which means less clicking through screens to process payments, saving time and energy.

As CRM RUNNER is available as a mobile application, field workers and managers can send and update invoices from any location with a mobile device.  Invoices can also be paid using the mobile application of CRM RUNNER.  Payment can be collected on the road and rectified by other departments at the home base.

Customers will find peace of mind in paying through software after having received a professional invoice.  Likewise, managers and business owners can rest assured that finances are in order.  The CRM software also offers the capability of running reports on transactions, providing information on inventory, sales trends, revenue and more.

Gone are the days of using receipt books and ledgers to manage finances.  You will no longer need to use separate software for credit card and debit card transactions thanks to the integration capabilities of the software. Simply your payment process by using CRM RUNNER today. You can take a 14 days free trial of this software from CRM Runner and even check its pricing too.

Why Your Cleaning Business Needs CRM Software?

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The service industry is thriving nowadays. So, they require accurate and result-oriented software that can help them keep pace with their customer requirements and track the work of their employees. The field service provider CRM Software by CRM Runner assists the cleaning contractors to complete the work in an organized way. We provide cloud-based software and the APP CRM Software helps you to manage your cleaning business activities on your tablets or Smartphone. However, if you are wondering why your cleaning business needs to make a shift from the traditional way of managing your business, then here are a few pointers.

Easily Locating the Customer Data

The CRM software helps in easily locating the customer data that you may require for sending a newsletter for your cleaning business or invoice for payments. The transactions CRM software provides an insight to the customer about the availability of the cleaning services from the company and relative transactions. If there is any amount pending on the consumer’s behalf, then they can pay that payment with the help of the credit card.

Automating the Data

By automating the data using the Services CRM Software, the cleaning business’s various departments can see the information related to each customer. They can use this information for marketing, sales, or consumer service. The data can be used by anyone who needs it. This way, you can reach out to your customers within the lesser time to provide cleaning services, to give information about new offers, any kind of subscription plans, etc.

Tracking the Work of Your Employees

The CRM software helps you to keep pace with the work of your employees in the field. Like, have they reached the spot, are they working properly, are the customer or employees facing any hassle, etc. Moreover, the clock in clock out CRM software aids the owners to know when their employees came for work and their leaving time. The employees and client tracking software prove useful as it supports you in increasing employee’s productivity, making sales, and providing 100% customer satisfaction.

Providing Support for Billing

CRM software supports the invoicing system. You can create accurate and easily understood invoices that help your clientele to know about the pending payments. The CRM Runner has made it easier for the service professionals to get the payments through credit card and electronic signature of the customers too.

With assistance from the CRM software by CRM Runner, you can reduce your vows and manage the customers without any problem. The cleaning businesses can try our software free for 30 days.

Real Estate Business Requires Seamless Transactions CRM Software

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Real Estate business involves complex transactions right from buying, selling, fixing of the brokerage fee, getting commissions, etc. You need a robust system for your Real Estate Company that can handle the sending and receiving of payments seamlessly. For this, you can opt for the Transactions CRM Software that helps you to generate the invoice or get payments instantly through any payment mode. Moreover, the transactions through this CRM software are comfortable and secure, so your clients do not have to go through any hassle.

Here are top reasons to get this software right now for your Real Estate business.

Making Transactions Easier

The transactions CRM Software from CRM Runner helps you to get your payment anywhere and anytime. You can generate the invoice for the buyers and get paid through the payment mode set in this CRM Software. Even, if there are some changes made in the payment mode that also can be set seamlessly. This software assists you in setting reminders of payments that you have to receive from your customers. On the other hand, it sends reminders to the consumers about the due date of their debt.

Managing the Workflow of Business

The CRM Software also helps in maintaining the workflow of your business as you can set all your transactions in one place. This will show you how many sales are paid and how many are pending. This way, you can send the reminders to your customers, or if there is any flaw in the invoice, then you can rectify it instantly.

Creation of the Checklist

Instead of creating a manual checklist for all your transaction work and other documents, this software will assist you in creating the automated list. This will support you in reviewing all your documents in one place. Even you can send the reviewed document or invoice to the customers so that they can make the payment for the flat or bungalow they have purchased. You can even use other CRM tools offered by CRM Runner to make the work easier for your Real Estate Business.

Create Buyers Groups

You can even create buyers groups as most of them may have taken the loan facility from the moneylenders. This way, you can come to know about their interest that is due per month or the part payments that the buyers need to pay you. With the help of these groups, you can track the payment status of various kinds of buyers.

The automation feature used in the Real Estate business is assisting the brokers in keeping an eye on all their transactions with the help of the Transactions CRM Software. You can get this powerful software from CRM Runner at affordable rates.

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