Upgrades to CRM-FREE
Category: Upgrades
We have added a new feature to the paid versions of CRM-FREE, the ability to post forms on your web site directly into your database. With a few easy changes to the forms they can create new contacts in your account. Easily map standard fields in the system as well as other fields into notes. You can even receive an email alerting you a form was filled out and including all the data they submitted in a format you select.Also we updated process for sending emails into CRM-FREE to now accept attachments. The files attached will be linked in the contact or projects record as well as on the Email tab viewable from each individual email.
We have lots of new features and updates coming in the next few months and always appreciate any comments on new ideas and requests.
Upgrades to CRM-FREE
Category: Upgrades
On Friday January 1st we will be upgrading CRM-FREE. This will include a new look to both the contact and project pages and include new options on each page. There will be a number of video tutorials added to help display current and new features which will be available from the Help tab. As always we appreciate any comments or suggestions you may have to improve the overall service. Please login after the New Year to see the new pages and features and we wish everyone a happy and safe New Years!Controlling who can see a contact
Category: Tips and Hints
With a paid account to CRM-FREE you can have multiple users in the database, but what if you want to control what a user can see? It's easy, just set that user to view only contacts assigned to them when you add them as a user. Then from each contact or project you can assign which users can view the information. What if you have a large number of users and need to have an entire department or team see a contact? Rather than assign each user individually you can create User Groups so everyone in sales can be assigned to the User Group- sales team. Then just assign that group in the contact record and now they all can access the contact. If a user changes from sales to support or another department, you can easily change their access to all the contacts and projects just by going to their user record and switching them from the sales group to the support group!
Controlling security and access to data is a key part of any CRM database. Allowing administrators to view everything in the database and control what each user can see and do is vital. For companies with more complex needs we offer customized databases where we add any features needed to CRM-FREE to provide a unique system that meets your exact needs quickly, easily and very inexpensively for a custom built system. For information on a custom solution please email sales@crm-free.com
Email Integration in CRM-FREE
Category: Upgrades
We are pleased to announce a new feature in CRM-FREE, the ability to send emails into your CRM-FREE account. All paid users now have their own CRM-FREE email account which can be used to send emails to create new contacts, add a note to an existing contact or project, add a calendar item to an existing contact, project or a personal item, bcc an email you are sending to a contact to keep a record in CRM-FREE or to forward an email you received into CRM-FREE to keep that in the contact's record.Now all data can be kept in one place and you have more options to quickly get data into your CRM-FREE account. If you are not logged in you can quickly and easily send an email into your account so that you don't forget to make a note of something or to add a new contact and their phone number.
We have also added email templates. From the Settings tab you can now add a template for emails you send frequently. These templates can merge contact data and when you send them from a contact's record it automatically adds your CRM-FREE email address as the bcc address to keep a copy of the email in their record for you.
Update to CRM - FREE
Category: Upgrades
Today we have updated CRM-FREE with some behind the scenes improvements and new features. We have added new searching options for your contacts to help find people you are looking for and added a new field for their website which had become a common request. When searching we also added an option to search for contacts that have not been accessed or updated in any number of days you select. You can combine this with other fields when searching such as status for salesman to find people who are interested but haven't been contacted in the last 14 days. From the search results we have added the options at the top of the page to export that result to a csv and to have all the email addresses sent to the bcc field of your email program so you can send an email to everyone in the search result. This places your email address in the to field and hides everyone else when sent. As always we appreciate our users ideas and requests to improve CRM-FREE, we hope you enjoy the new features.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.