Creator Tips #2

Customer Relationship and Support

Tools that will help you manage the services you offer more efficiently, wherever you are.

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...still just using spreadsheets?

Customer Relationship Management Software

A CRM will help improve customer relationship and loyalty, allow you to more efficiently follow up on opportunities and leads, make better informed decisions and generally keep tabs on your businesses performance. 

Using collected data over a period of time, customer relationship management software, allow users to better administer customer interactions, whilst collecting valuable insights for personalisation and new opportunities .

With a number of different CRM tools operating simultaneously, each with a specific, or collaborative function, in an organised and accessible format. The following is a handpicked compilation of a few of the best, easy to use CRM solutions currently available.

Whether you have a small business or agency, one of the solutions below should fulfil your business needs.

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monday

It doesn’t take much to work out that most of the typical project management queries have been addressed or at least can be customised in a way that suites your needs. So, based on what has really been a first time look at the monday.com CRM, there isn’t any doubt that this is amongst the best of the customer relationship management platforms I have come across.

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Freshworks CRM

From one central location organise all customer information and engagement for a better understanding of who you are marketing and selling to.
Freshworks CRM delivers personalised experiences across marketing and sales by helping to break internal silos.

With AI-powered technology Freshworks CRM enables sales and marketing professionals to better understand customers.

The Freshworks CRM includes salesforce automation, marketing automation, chat, and telephony as an all in one solution.

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Live Chat

Okay, to start with, this LiveChat app is really simple to install on any WordPress website, including sites running the Woocommerce plugin. Which, can be a pretty essential tool for online shopping stores. Now, what else really makes this LiveChat app special, is that it takes care of a number of opportunities for both helping customers and accommodating purchases that may have otherwise been missed due to the nature of the internet.

But, overall for me, it’s the whole user experience with the Live Chat interface; from the way in which the interactive dialogue appears, to the cues that signal activity. You can get some idea of what I mean by visiting the demo.

Chat Bot

The hands-off approach to customer support.

CRM for GMail

Without having to leave your Gmail inbox, track every person you have an interaction with right from within Gmail. Keep track of every email; conversation, follow up, status and update.

Keap

Without having to leave your Gmail inbox, track every person you have an interaction with right from within Gmail. Keep track of every email; conversation, follow up, status and update.