Tag: crm

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.

Dry-Cleaning Delivery Managers are Taking Advantage of CRM Software

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A dry-cleaning delivery business has a lot to keep track of – suppliers, vendors, clients, and finances.  Not to mention the sorting, cleaning, and storing of each item they clean.  Some even offer delivery, adding another element to the mix.  The administration of this kind of business is complex, and Dry-Cleaning Delivery businesses need CRM software that can keep up.

Dry-cleaning can be an upscale market, especially for weekly clients.  A client who works in a wardrobe that often need to be dry-cleaned may require a more personal touch than the average laundry customer.  Although the idea of the old-fashioned carbon copy receipt book is charming, it is not the most efficient or advanced way to organize a business – at least not on its own.  Dry-cleaning Delivery managers need to implement a system that operates with extreme efficiency.  Apart from providing the tools a dry-clean delivery service needs for its daily operations, powerful CRM Software will improve marketing efforts as well.

CRM Software Makes for a More Efficient Business

Dry-cleaning delivery service providers thrive on efficiency. CRM databases simplify and automate various functions of what happens in a dry-cleaning plant every day.  For example, customer contact information can be stored in a database, similar to a virtual rolodex.  When it is time to place a phone call to a customer to know his order is ready, a search by invoice number, phone number, or name pulls up the customer profile immediately.  In fact, if sending an email message or text (SMS) is better for the customer, the software allows users to do that quickly in its text editor tools.  Estimates, invoices, order forms, and contracts can all be stored electronically in CRM software.  This helps cut back on the paper trail in the office; the office will be more organized for it.  The CRM application can accept payment on open invoices, so the software functions as a sales tool as well.

CRM Software can also act as a dispatch center.  It has GPS tools to help drivers know where they are going.  If payment is to be delivered onsite, then the driver can accept payment using the mobile version of the CRM application.  GPS tools even offer street view so the driver can see where he is going before he departs.  Drivers can track miles, and GPS can be activated to see where drivers currently are.  This helps management make sure everything stays on track.  The software even works if the service operates out of several locations.

CRM Software Increases Marketing Impact

Dry-clean delivery services can be slow in certain seasons, depending on the customer population they serve.  If business runs slow, CRM software can be used to send promotions to customers.  The software can also collect leads based on those who want information after visiting the company website.  The company can call or email promotions or a newsletter to encourage new orders.  These are just two simple ideas as to how these companies can use CRM software to increase marketing efforts. CRM is useful in driving orders and converting more customers.

CRM RUNNER is a great CRM Software for Dry-Cleaning Delivery Companies.  If you own a business like this, use a free 14-day trial to see how efficient the office can be.

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.

CRM Software for Corporate Event Planners

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Corporate event planners are busy people.  From creating buzz about an upcoming event to managing the guest list, from thinking of a theme and design concept, to ordering enough food and drink for the night, they have A LOT on their mind at any given time.  All the while, professional corporate event planners need to appear professional, organized, and in high spirits.  There is no room for error!  To get it all done without losing their minds, we recommend CRM software for Corporate Event Planners.

Running a corporate event planning business requires an extensive network of contacts – part logistics, part public relations, these businesses are successful in part due to their relationship with vendors that always over deliver on a fair budget.  In the world of event planning, vendors could provide staples like chairs, tables, food, drink, banners, or decorations.  Sometimes event planners keep in contact with vendors who provide rarer but more interesting services like red carpets, backdrops, jump houses, petting zoos, clowns, or limousines.  No matter the offering, it is important to maintain the relationship with vendors, and taking advantage of CRM technology can help.  Enter the phone number, email, and contact information into the CRM database to make it accessible to you and your team.  When the time comes to reach out, the information is there.

Another important component of a corporate event planning business is the guest list.  Whereas some clients hand event planners a guest list, others demand that the event planning firm bring in some outside invitees.  This is especially true in the PR world where businesses may want a guest list of important persons or a certain demographic.  If this type of guest is maintained in the CRM Software, reaching out to them by email, phone, or text message (SMS) is easy.  A few simple clicks get written messages out in bulk.  If you choose to integrate internet-based calling (VoIP) into your package, then you can dial contacts with the click of a button.

Managing clients is easier with CRM software for corporate event planners. Using CRM technology, event planners can keep an ongoing database of potential, current, and past clients.  With these distribution lists, marketing opportunities abound.  Event planners can send out timely announcements to remind former clients to book their next holiday parties, for example.  If you have a group of potential clients, reminding them of your presence, even with a promotional rate, could encourage them to sign with you over the competition.

Corporate Event Planning doesn’t occur in a vacuum.  If event planners have a team, small or large, they can use CRM technology to manage your staff.  Features include components that work like a timeclock to manage payroll.  User permissions can be set as well, granting various levels of access only to those who need it.  These handy CRM tools simplify the work of corporate event planners so they can focus on the joy of pulling off another well-done corporate event!

Interested in learning more?  Start using CRM RUNNER today with 14 days free trial!

CRM software for rental property managers

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When it comes to rental property management, landlords and property managers rely on a variety of methods to keep their properties looking great.  They also must concern themselves with the happiness of their tenants.  Both of these challenges are resolved by implementing an administration centered around CRM technology.  CRM software for rental property managers can transform how business is done, saving both time and money.

  1. Maintenance
    Perhaps one of the most daunting parts of rental property management, especially for those managing multiple properties at a time, is keeping track of maintenance plans and requests.  Good CRM software eliminates the need to keep a paper trail thanks to electronic work orders and shared digital planning spaces.  CRM software with GPS capabilities show all of your properties on a map, and maintenance plans can be sorted easily by location tags.  Street view tools allow you to review the exterior of a property before visiting, so your maintenance team always knows where it is headed before they go.  Work orders are saved in the CRM software, making the life of the property manager easier.  One nice feature to note is that employees can even generate a text (SMS) message for tenants when they are on the way to the building.
  2. Document Sharing
    In the rental property management business, one of the most important facets of administration is the management of signed documents like leases, contracts, and invoices to collect rent.  CRM technology makes this a more organized process.  Tenants can sign contracts and leases electronically, often by email.  This means leases are signed faster and securely.  Keeping your tenants up-to-date on notices like changes in rental policy, building repairs, or holiday greetings is a simple task once your CRM database has the contact information entered into a distribution list.  A few easy clicks send your message to your tenants immediately.  This means less running to various locations to slide paper-printed notices under the door.
  3. New Tenant Interest
    CRM software for rental property management allows property managers to create an on-going list of leads.  When visitors come to the website to review available properties, they can share their contact information so that the company may follow up on their request.  This gives the company an opportunity to secure more tenants quickly so that the vacancy rate is lower.  CRM software can even provide templates for landing pages for those who do not already have a website up and running.
  4. Call lists
    Not only can rental property managers enter tenants into their software, but they can also keep lists of employees, vendors, contractors, and more.  Employees with various levels of access can review these contact lists, even on a mobile device.  This makes keeping in contact with your contractors and tenants easier than ever before.  If you choose to utilize VoIP integration, you can have a client on the line with one click.

Rental Property Management is a fast-moving, demanding industry.  Administrative accidents like an unsigned document or forgotten workorder can spell disaster, and CRM software aims to reduce that risk.  Contact us today to learn more about CRM software for rental property management.

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