Brightpearl's web based CRM software is integrated with your
accounts,
inventory,
invoicing and much more so you never need to enter anyone's contact details twice. Automatically store every interaction you have with a contact from phone calls, emails, meetings, invoices, sales, or financial payments against their record and it is 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.
Organize
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Communicate
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Report
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Automatically create contacts from your website |
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Record activities & timeline against leads, clients and suppliers |
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Customize status and tags to organize contacts to suit your needs |
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Set up reminders for overdue activities |
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Email & SMS capabilities with pre set email templates |
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Printable address labels for quick mailings |
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Complete visibility of your sales funnel |
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Track and report on time spent against a contact |
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Report on your email marketing communications |
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Organize
Brightpearl's web based CRM software allows you to record all the information you need about your leads, clients and suppliers. Save all a contact's details against their records including multiple addresses and financial information. Their details then all connect to your accounts, inventory and invoicing so you'll only ever have to enter these details in once. Giving you 360 degree real time visibility of the all your business data against individual contacts. Store notes, emails, activities and opportunities in a contacts timeline too and everyone across your business gets real time access to all the latest interactions that are happening with your clients. Contacts can even be assigned custom information using the custom fields feature within the system.
When contacts enter their details into your Brightpearl website this information is automatically uploaded to your CRM so you don't need to waste time re-adding data they have entered themselves. Effortlessly import contact information from other software packages, such as Excel or Microsoft Outlook, into the CRM using our handy data maps. Equally exporting data out of the CRM system to these platforms is incredibly easy.
Organize your contact information the way you want it to be. Color schemes, statuses and tags are all customizable making it straightforward to filter and search your contact data and letting you use the terminology that suits your company.
Assign contacts to certain members of staff so everyone knows who is responsible for their account. Records can also be restricted to be visible only to specific people in a team. You might want make viewing contact data less complicated for your employees or need to apply confidentiality to a contact records. With Brightpearl it's up to you!
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Communicate
Schedule activities such as calls, meetings, to dos and events to your contacts within Brightpearl's web based CRM software and it will 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. This way you are always on top of touching base with your customers and they'll always feel like you're a company that cares about their business.
SMS and email customers from right within your CRM. Build pre-set email templates which can be sent from within a contact's record or you can use batch processing to send your message to multiple recipients. Brightpearl's web based CRM software integrates with Mailchimp too letting you build fully fledged email newsletters from within your CRM system and you can send these out to contacts based on your filtering preferences.
Mailing labels can be printed straight out of the system so if you need to send your contacts a letter or package you can do so with minimal effort. Plus as this is fully integrated with your inventory, your warehouse gets access to this feature too, making their lives easier and speeding up the packaging process. So your business will be more efficient.
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Report
Track contacts throughout your sales funnel in Brightpearl's web based CRM software. From the lead source that brought them to your company, to when they became a prospective customer and when they converted to buying from you. All integrated with your accounts so you get complete visibility of which lead sources are the most profitable giving you valuable insight into your sales channels.
Track and report on the amount of time that your employees are spending on customers records. So you can work out which of your customers need more attention, which are most valuable and which are taking up too much of your time. Tighten up your sales process by tracking how long your customers are taking in your pipeline and where they are dropping out. Giving you actionable information that can help make your company more efficient and make more sales.
You can also report on the communication you have with contacts. Brightpearl's web based CRM system lets you see how many people received your newsletters, how many of them opened it and how many actually clicked on the links within the email. This information can then be used to tailor future newsletter to further resonate with your customer's needs. Making them happier and helping you to sell more to your existing clients. |
