Web Based CRM Software
Web based CRM software that integrates with your accounts, stock control, invoicing and more so you will only ever have to enter a contact’s details in once. Every interaction you have with a contact from phone calls, emails, meetings, invoices, sales, or financial payments will all be automatically stored against their record available to everyone in your company in real time. Plus because Brightpearl’s web based CRM is just that – web based – you have access to this information anywhere or at any time you want.
Organise
- Automatically create contacts from your website
- Record activities & timeline against leads, clients and suppliers
- Customise status and tags to organise contacts to suit your needs
Communicate
- Set up reminders for overdue activities
- Email & SMS capabilities with pre set email templates
- Printable address labels for quick mailings
Report
- Complete visibility of your sales funnel
- Track and report on time spent against a contact
- Report on your email marketing communications
Organise
Organise
Brightpearl’s web based CRM software lets you record all the information you need about your leads, clients and suppliers. Save all the contact details you might require against their records including multiple addresses and financial information which all connects to your accounts, stock control and invoicing so you won’t need to enter this information again and again. So you get 360 degree real time visibility of the all your business data against individual contacts. You can also store notes, emails, activities and opportunities in a contacts timeline so everyone across your business has real time access to the latest interactions with your clients. You can even assign custom information to your contacts by creating custom fields within the system.
Contact data is automatically uploaded to your CRM from your Brightpearl website so you don’t need to waste time re-adding data they have entered themselves. Plus if you have contact information in other software packages such as Excel or Microsoft Outlook you are able to effortlessly import this into the CRM using our handy data maps. Equally you can export data out of the CRM system to these platforms with the greatest of ease.
All your contact information can be organised the way you want it to be. You can customise colour schemes, statuses and tags however you like making visibility, filtering and searching your contact data straightforward and in line with your businesses terminology.
Contacts can be assigned to certain members of staff so you and everyone know who is responsible for their account. Alternatively they can be restricted to be visible only to certain people in a team, meaning you get the freedom to apply confidentiality to your contact records or to just make viewing contact data less complicated for your employees.
Communicate
Communicate
As you are able to schedule activities such as calls, meetings, to dos and events to your contacts within Brightpearl’s web based CRM software it makes sure to remind you when these activities are due. You can even setup reminders to prompt you when no activity has been seen against a contact record for a specified amount of time. Making sure that you are always on top of keeping in touch with your customers so they will always feel like your company cares about their business.
You are able to SMS and email customers from within your CRM system. You can build pre-set email templates which can be sent from within contact records or using batch processing to send your message to multiple recipients. Brightpearl’s web based CRM software also integrates with Mailchimp so you can build fully fledged email newsletters from within your CRM system which can then be sent out to your contacts based on your filtering preferences.
You can even print address labels straight out of the system so if you need to send your contacts a letter or package you can do so with minimal effort. With Brightpearl your CRM system is fully integrated with your stock control, enabling your warehouse to benefit from a faster packaging process, streamlining your business.
Report
Report
With Brightpearl web based CRM software you can track your contacts throughout their customer journey. You can see the lead source that brought them to your company, when they became a prospective customer and when they converted to buying from you. All this information is integrated with your accounts so you get visibility of exactly what lead sources are the most profitable giving you valuable insight into your marketing.
You can track and report on the amount of time that your employees are spending on customers records. This helps you to work out which customers need more attention, which are the most valuable and which are taking up too much of your time. You can also track how long your customers take to convert and at what point they drop out of your sales funnel, helping you to tighten up your sales process and ultimately become more efficient.
You can also report on the contact you have with current customers and prospects. Once you have sent out an email newsletter Brightpearl’s web based CRM system lets you see how many people received your messages, how many people opened it and how many have actually clicked on the links within the email. You can use this information to tailor your newsletter marketing strategy to your prospects and customers needs. Making them happier and helping you to sell more.
