It has never been more important to generate customer loyalty, than in the modern business environment, where clients expect the highest quality service combined with appealing prices.

In order to manage customer relationships effectively, you need to be organised and have as much customer information to hand as possible. Imagine the effect on both your sales and customer service teams to be able to use individual customer information to prepare a customised approach to each customer, to maximise customer satisfaction?

Create Clients, is a web based CRM product used in conjunction with out Create Business intranet system, that gathers client information and a history of each project undertaken for that client, allowing you to identify client preferences and trends and use that information to tailor a customised client approach.

Client details - As part of Create Business Intranet, Create Clients uses the contact management area to manage client contact details and links to a history of all projects commissioned by that client, ensuring that all client details and projects are accessible from one central point.

Project Log - A project log will be generated for each project commissioned by a client, including quotes sent, orders placed and any notes on any client interaction. These logs will enable staff to improve the quality of the service they provide by better understanding the customer experience.

Customer Satisfaction - Our CRM software not only enables you to log project processes and client interactions but enables clients to their own experiences of each project. Client feedback can be analysed using the inbuilt reporting feature, as a basis for improving the customer experience.

Reporting - Our CRM software provides an inbuilt reporting tool which can be exported to a spreadsheet programme, enabling you to analyse purchasing trends, and customer satisfaction within specific time frames.

Our reporting features enable sales departments to predict individual client demand and develop a sales package to suit the client, and identify custom cross selling and upselling opportunities.

Our reporting package also enables customer service departments to use customer feedback to identify strengths and weaknesses in the customer service provided, enabling you to continually increase customer satisfaction.

Create Clients is an additional module in the Create Business suite. If you wish to see what other products we have to offer with this package, please see our additional modules page.

Create Clients is available to buy from £400, as part of the Create Business package. Please see our pricing page or contact us for further details.

If you wish to see a demonstration of Create Clients, please contact us.