CRM and Your Organisation

At its most basic, CRM (Customer Relationship Management) is a system for managing your sales and marketing.

By system – we mean your team, working with the software tools to manage customer records, sales quotations and marketing campaigns.  Note that “CRM” is not just the software system – it is the entire process.

Of course, CRM can help you do much more than simply manage a sales pipeline – our clients run membership organisations, manage cases, keep records of IT inventory, run events – the list goes on!

Book a call so that I can assess your requirements.