Database set up

Databases and CRM systems are a great way of setting up a system that can keep all your contacts in one place and allow you to track quotations, follow ups and annual service calls. We have used many systems over the years and find that Capsule CRM is the most cost effective and simplest to use.

Capsule allows you to:

·        Manage Contacts

Create lists, categorise contacts, create custom fields, create reports

·        Import contacts

Import all your contacts from one database or even multiple databases, even from LinkedIn

·        Export Contacts

Simply export your contacts to back up data

·        Managing Deals

Track all your potential sales enquiries and opportunities

·        Manage Cases

Ensure that clients are followed up as you would want to be

·        Tasks and Calendar

o Link tasks with Google calendars

o Receive emails when a task is due

o Allocate tasks to others

o Allocate tasks into the future with no fear of missing them

·        Managing Tracks

Set a track to ensure that when one action is complete, the next is instigated

·        Emails via the built in drop box

Store emails attached to the client

·        File storage

Attach files to the client, quotations, contracts etc

·        Accounts and billing

Link to Xero and have all your accounts simply at your fingertips

·        Integrated Apps to improve and simplify your business

Mailchimp

Wufoo forms

Xero

·        Capsule mobile

Have all your contacts tasks and notes at your fingertips on your phone