Smartyr.CRM
CRM for Small Business
Track enquiries through your sales process using pipelines with message automation, and retain customers with bulk email or SMS campaigns.
Why your small business needs our CRM
One of the biggest issues with CRM tools for small business is that they are too complicated to use effectively. Most of our small business clients have used a range of CRM software and struggle to get them to simply track from the initial enquiry to the sale. All they really want is to easily see at what stage any enquiry is at and easily follow up with them using a range of communication channels.
- Never lose a sale from forgotten or lost enquiries
- Easy to use “Drag & Drop” pipelines; fully customisable to the stages in your sales process
- Multiple pipelines for different products or services
- Trigger messages automatically when changing status
- View entire message thread from within the pipeline
- Send out bulk emails or texts to your existing customers to keep them engaged
New Text Message
Get up to 30% off all items in store.
Kanban Board
Smartyr.CRM uses a Kanban Board, or what is more commonly known as a Pipeline to track an enquiry through your sales process. When an enquiry comes into the Smartyr.Inbox, simply drag it into the relevant pipeline. From here you can easily expand the message to read the full thread and reply using any of the messaging channels. You then move the thread through the pipeline as each stage is completed.
At any time you can see which threads are in each stage of your sales process and when the last communication was with them.
Leads
David S
Samantha P
In Progress
James D
Completed
Sarah J
Terry C
1. New Lead Recieved
2. Send Confirmation Email
4. Send review invitation
3. Assign project
Marketing Automation
Marketing automation is a buzzword for automatically sending out messages to prospects and customers as they move through your sales pipeline. These messages are sent when something in your platform triggers them.
With the Smartyr.CRM, you can set up each stage of your sales pipeline and add a marketing automation trigger to them. This could be something like sending a confirmation email when you book in the job or a review invitation link when you close the thread down after the job is completed. Or it could be a follow up email 3 days after you’ve sent a quote to gently move the client to making a decision.
Customer Retention
Successful businesses realise that it is much easier to convert an existing customer than to get a new one. Yet so many businesses never send follow up communication to past customers.
If a customer hasn’t heard from you in over 3 months and they need to buy your products or services again, they often will go through the same process they did when they first bought from you. In other words, if they found you through a Google search initially, they will do another Google search; however this time they may find your competitor. If they have recently heard from you, they will remember you and most likely look you up again.
Smartyr.CRM lets you build easy templates to send out bulk messages to your contacts. This could be a text message about a special promo you are running or an email newsletter updating them on your products or services.
