Get a Grip on All Your Projects
Category: Project Tracking
Everyone has a list of things they are working on, or should be. One of the hardest projects is remembering all the projects I am suppose to be doing. Projects at work or at home, keeping them straight sometimes is too much work itself. CRM FREE provides you with project tracking to keep you organized on everything you should be doing and when. Enter each project and add notes on what needs to be done or already has been. All notes are kept chronologically so you can quickly review where you are at. Also enter items on your calendar for activities and meetings regarding each project. Then from each project you can quickly review everything. You also have the ability to set if others can view each project or not.Great for business, set up each item at work and assign the project to the employees working on the tasks. Managers and owners have overview of all projects and can monitor to make sure everything is on pace to be completed on time. Review the calendar to see when things were done and by who and make it much easier to determine where and when something is being held up and why. A client or group of clients can also be assigned to projects so you can quickly review past work you have done for them and forecast future needs or spot a potential problem before it arises. You can also upload files to be shared by those working on the project. CRM FREE project tracking is much better than a shared drive at work and everyone emailing each other when something is done or needs to be. Now everything is organized in one place where everyone can review in real time. Great for marketing, web design, service industries, customer support, call centers, or any business looking to get better organized.
It's not just for businesses though, even with the free version you can tracking your projects at home as well. Get better organized at home entering your contacts and projects you are working on, link the repair man to a project so you can easily pull up his number when needed. Planning a big party, make sure you don't forget anything by making a list of what you need and enter things on the calendar as a reminder from the project. CRM FREE can help you personally and professionally to be better organized and more efficient.
Organizing Your Clients
Category: Small Business
As your small business grows the more you need to have better way to organize your business. A CRM solution can help you stay on top of all the details. The best source of new business is your current clients. You have already built a relationship with them, now you need to make sure you maintain it. The first step is to understand your clients. Just as different marketing ideas worked to bring in different people, you can't lump all clients together now. If you can see each client as an individual and provide them with just what they need you will keep them happier and ensure they become repeat customers. A happy client also leads to referrals, and that is the second best source of new business.So where do you begin? First make sure you keep every bit of data they gave you previously, spouse and kids names, personal interest, their business etc. Keep all notes easily store with the client information and use it when you contact them in the future. Everyone likes to know that you were paying attention before, and today it is less frequent that someone will ask about anything other than the sale itself so it is appreciated a bit more. Second organize your clients into groups, lots of groups. Have groups for those that prefer email contact, snail mail or prefer to be called. Do they prefer to be called during the day or evening? Group them by occupational categories, high maintenance or a group for those who prefer not to be contacted to often. Have a group for your high value clients, or high net worth individuals. This will make it easier to find the right clients when a new opportunity present itself.
Make sure to keep important dates and entries on your calendar for when to contact them in the future. Always stay on top of your calendar, most people really will appreciate the effort and prefer to do business with people who really care about them.
There are many options to organizing your data, including free options, so don't think you can't do it. You must. The best way to make sure your business grows is to take care of the clients you already have. Hard work and attention to detail still will succeed.
A Web Based Savior for Short Attention Spans
Category: Web Based, Online CRM
Years ago things seemed to move a little slower, now there are so many options you need to keep going. It used to just be the older people who would forget. Now with so much happening if you don't take care of something right away your liable to forget to do it later. For all those people who need a quick way to add a phone number and note to call someone tomorrow, CRM FREE gives you just that. An easy to use, fast solution for all those things you'd forget. And it's certainly neater than all those post-it notes you used to have tacked everywhere!Rather than give you more options than you need, CRM FREE is a simple and basic online contact manager, or CRM, solution for personal use and small business. Start with a free version and decide later if you want to upgrade to one of the inexpensive paid versions. With CRM FREE you can add or import all your contacts, enter items on your calendar, add notes and projects. Being a web based CRM solution you can access it from anywhere and with the paid version you can share contacts, calendars and projects with other users or keep them private.
Enter in that new phone number as soon as someone gives it to you so it is there when you need it. Add a note to a contact or the project manager to make sure you remember later. With the online address book, calendar and project tracking you can add and edit items even when you are not at home or in the office. At another office or client location? Securely login and add their contact information and notes on your meeting while it is fresh in your mind.
CRM FREE helps you make sure even in this fast paced world it is easy enough to add information quickly and easily so you won't forget.
Getting a New Small Business off the Ground
Category: Small Business
Every day an entrepreneur will have an idea for a new small business. It may start as just a quick thought, you need to capture it and build it into a new business plan. Where do you start and how do you keep and fit all the pieces together? You need to keep everything organized, thoughts on staff, products, sales, advertising and so many other ideas before they become awash in your mind. CRM FREE is a web based contact management system that will grow with you. A new small business needs to keep costs down, so we help by letting you start with a version free that can grow with you as you do. A Contact Management System (CMS) or Client Relationship Manager (CRM), CRM FREE is a simple and easy to use product. We don't clutter the system with a number of things you don't need. We make it quick and easy to add all contacts, notes, enter items on and view your calendar and track projects. The planning stage is vital to every small business. You may be making contacts with those would be interested in using your product, stores to sell it, people you want to hire, others who listen and help refine the ideas and many more. With CRM FREE you can enter all contacts, group and categorize them so you can quickly find people, names, numbers and email addresses. Keep notes with each contact so with a glance you can see when you spoke with them and comments on the conversation. Create projects for each area of your plan such as staffing, sales, advertising and more. With contacts and projects you can link items on your calendar to any of them and view them from your calendar or the contact or project's page so you can easily see when you wanted to call them or had scheduled a meeting.
Once you have opened your new small business, CRM FREE will grow with you through a number of paid versions. The first year is the hardest for a small business and with low starting prices you will be able to upgrade without the heavy price tag. Things happen fast as new employees come on board and there are many new things to track. Making sure to enter every new contact will help make sure you don't miss any opportunities. Also keep an eye on your new employees by reviewing their calendar, sales and activities. The American Dream, your own business, is a stressful time as a lot is riding on your shoulders. Make it a little easier by keeping everything organized and give yourself the best chance to succeed with CRM FREE.
Free Online Holiday Shopping Organizer
Category: Online Personal Organizer
Just in time for the holiday season, CRM FREE allows you to add everyone on your shopping list to your own free online personal organizer. Keep notes on what they would like, what you may have already purchased or plan to. So quick to get started and easy to organize you will feel better instantly, by being able to see what needs to be done. CRM FREE has a calendar with list, daily, weekly and monthly views so you can plan your shopping. Need to travel to a store in an unknown area? Enter the store in your contacts and the address and a link to a map will be placed next to the address for easy future access. Being a web based system you can access your data even when you are not at home.Shopping isn't the only holiday use... need to plan the bigger dinner or gathering? Use the project section to keep notes on what needs to be done and already has been. Add calendar entries so you don't forget any important items before the big day.
The holiday season is a great but sometimes stressful time of the year, let CRM FREE help with shopping, planning and unwinding your holidays so you can enjoy them just a little more.