Build strong customer relationships with OutSmart
With our CRM+ and comprehensive relationship management tools, your team has everything they need to strengthen customer relationships and seize new sales opportunities. By creating custom lead stages and following up on sales opportunities from quotes, you can ensure a personalized and streamlined customer experience that makes a difference.
In addition, relationship management keeps everything organized: from customer data and work orders to notes, so you and your team always have the right information to proactively address customer needs. This helps you build long-lasting customer relationships without losing oversight. Try OutSmart now for free and discover how you can increase productivity, reduce errors, and improve internal processes.
Discover relationship management & CRM+ by OutSmart
We’ve summarized the benefits of OutSmart’s Relationship Management and CRM+ for you:
With CRM+, you can customize lead stages and respond to the specific needs of your customers. This ensures a personalized approach that makes customers feel valued and appreciated.
By quickly following up on sales opportunities from quotes, you can help customers faster. This reduces wait times and improves overall customer satisfaction.
With a clear overview of customer data, work orders, and notes, you always have the right information at hand. This ensures your team is well-informed and can act consistently.
Relationship management provides valuable insights into customer interactions. This allows you to proactively respond to their needs and expectations, leading to a stronger relationship.
With all customer information in one place, your team can communicate faster and more effectively. This reduces misunderstandings and ensures a smoother collaboration.
CRM+
With the CRM+ module, you can extend the standard CRM functionalities of your package. View all your work orders, projects, quotes, and invoices in one overview. You can also keep track of all your tasks and relationship history in one place. Additionally, you can build efficient sales funnels, integrate your phone system, and set up direct mailings.
Boost your service with our Power-up: customer portal!
With the OutSmart customer portal, clients can easily submit requests and track the status of their inquiries. The field service team can effortlessly share updates, ensuring that everyone stays automatically informed. Make it easy for your customers with a portal where all information is accessible 24/7. This enhances customer satisfaction and saves you unnecessary work.
Gather valuable customer feedback and improve your service easily
With the OutSmart customer feedback feature, you can easily collect valuable feedback from your customers. By automatically sending customer satisfaction surveys, you gain quick and efficient insight into how your service is being perceived. This allows you to respond directly to customer desires, improve your service, and strengthen your customer relationships. Measuring customer satisfaction has never been easier!