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CRM and customer follow-up

CRM and customer follow-up

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Every lead, customer and follow-up in one place, so no sale slips away.

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Description

A simple CRM connected to your website, emails and forms: leads arrive on their own, follow-ups are scheduled, and you know where every customer stands. We fit it to your sales cycle instead of forcing a generic tool’s.

• Customer records and conversation history
• Website leads received automatically
• Sales stages and scheduled follow-ups
• Quotes and contract tracking
• Sales reports
• Québec Law 25 compliance (consent, retention)

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