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CRM or Customer Relationship Management is a key discipline for any business that wants to provide great customer service while having consistent organization and access to information about sales, meetings, contacts, accounts, leads, and tasks all within the same system. This is exactly why the team at World Source Tech loves Vtiger CRM community edition! We use it, we host it, and service it. With Vtiger CRM you can track your leads, keeping them in front of your face daily as you work them from a prospect to a paying customer. Furthermore, you can track your phone calls to and from contacts, vendors, and clients. As a project type company, we rely heavily on the projects module within Vtiger CRM to track and monitor our progress through each customer's project, assigning project tasks and followups to the correct team members. Please watch these videos which discuss why CRM is important and illustrate how Vtiger CRM is used to track customers, contacts, sales, and projects.World Source Tech would love to help you get up and running with the latest stable release of Vtiger on our unlimited hosting plan for just around $720/ year for unlimited users. Users in your system will have different roles and will therefore see different customer or project information depending on the access level you give them. This is a great way to have total control over what is happening in your business. |