Keeping track of all your customers cases, is no easy feat. We try to make notes keep texts emails excel files regarding it all. The problem with this approach is this system is fragmented and is heavily dependent on a single person who makes the notes. The information is not available for other colleagues who might need to take over the project or collaborate on it. An elegant solution to this problem is having your customer information in centralized place so everyone with proper credentials will have access to the data.
Information kept in the database might be as simple as names, phone numbers, addresses. But it can be invoices, trouble tickets, purchase orders, projects etc. We can build custom containers specific to your needs and business logic. Database systems can be connected to your phone system and when a customer calls the database will find his record and present it to you so you have all the data just when you need it.
There are lots of CRM systems available for you. Many will be hosted offsite and you will be charged per employ using the database on a monthly basis. But this is not the only way. You can have a local server and all your information will be kept on your hardware. This way you will not have recurring charges per user connecting to your CRM system. We can customize the installation and configuration of your CRM based on your needs and your budget.