CRM
Similarly to all the other tools available in e-flo, using our CRM system within e-flo is extremely simple to set-up very intuitive to manage. Due to it’s virtual environment, it can be accessed and updated wherever you are in the world with the added benefit of being linked up to any of the other tools in one place.
As a first time user, once logged in, you can download the Excel spreadsheet template, copy and paste all of your contacts and then in one click upload as many contacts as you wish to e-flo’s CRM system. Once uploaded, it automatically organises your contacts details in to all the relevant sections.
Listed below are some of the features of our CRM tool:
- Contacts and Companies: Easily add, edit and update company and client contacts. You can also split them in to different groups. There’s also a ‘quick add’ function where you can update part contact details and complete their details later.
- History and Activity: Capture notes, send emails and set reminders for any contact or group. Your individual contact page shows you all of your previous notes and past emails sent and it’s a great way to refer back to previous communication.
- Alerts: Set reminders and level of urgency for call-backs and hot and cold leads. These will remain open on the left-hand side of your screen as a reminder.
- Email broadcast: Select individuals or different groups and automatically send out newsletters and email broadcasts. You can even set different templates depending on the season or campaign. It’s also set-up to report on what percentage have opened the email etc.
- User access: You can use this system as an individual or can add in as many employees as you need. Each employee has their own username and password. Access rights can also be set.