Online CRM – Simplify Your Customer Management Now

A CRM (Customer Relationship Management) is software that allows businesses to manage their relationships with customers and prospects. It helps businesses understand their customers and their needs, develop offers, and track the effectiveness of marketing campaigns.

An ERP (Enterprise Resource Planning) is software that allows businesses to manage their business activities by consolidating all their information and processes under one roof. It enables companies to manage their finances, inventory, purchases and sales, production, and human resources.

The Kiwili software is an ERP with a CRM component, meaning you can manage your entire company, and with the CRM functionality, you can manage your customer relationship.

Yes, you have an API that allows you to link the CRM information in the software directly to your directory, for example. So every time you add a new contact to your directory, you will have a new customer record automatically in your Kiwili CRM. The connection is also possible to do the reverse, i.e., create a new contact in your personal directory when you create a new customer record in the software.

To learn more, you can follow our tutorial on the API.

There are many advantages to an online CRM, but the most important one is having real-time updated information. This means that if one of your salespeople is with a client and writes a note or quote for them, the manager at the office can have all the updates in real-time.

The centralization of data allows you to have all information about your customer in one place, including their general information, quotes, invoices, purchase orders or expenses, not to mention follow-up notes and projects.

With the CRM part of the software, you can centralize all information (invoices, quotes, projects, credits, advances, follow-ups, tasks, purchase orders, expenses, etc.) related to your customer, supplier, and prospect contacts. You also have customizable fields, so you can create your own categories to categorize your prospects.

The CRM part of the software also allows you to classify and sort all your contacts based on a large number of criteria.

The added benefit of the CRM is the client space. You can share all billing information and account statements with them, but they can also participate in your projects. You can grant access to a part of the project and assign tasks to your client. This way, exchanges are much faster, and all information is centralized in one place.

With the CRM functionality of the software, you can perform your entire customer and supplier relationship management. The option of customizable fields allows you to create your own categories and group your prospects, customers, or suppliers based on various criteria. You can track the amount of quotes or invoices in progress, to be paid or paid for the same customer, the number of projects you have with them, your supplier’s orders, etc.