A customer management system brings contacts, interactions and requests together so the team has context for each relationship. We build focused CRM tools for small businesses and service teams that currently spread this information across messages, notes and spreadsheets.
A CRM is used by your team to manage contacts, history and sales follow-up. A customer portal lets customers access information or complete actions themselves. These are separate functions; external access and the relevant permissions must be defined in the project scope.
Not necessarily. A focused tool with contacts, statuses, notes and follow-up tasks may be enough. We start by identifying information the team loses or duplicates, then define the features needed to address that problem.
An import can be included after reviewing the structure and quality of the files. Fields need to be mapped, duplicates addressed and the data to be transferred confirmed. Preparation and import work should be part of the agreed scope.
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