CRM and Automation systems

customer management systems

Task Automation + Data Storage

All of your customer conversations and tasks in one powerful place where all your team members can access and edit. Customer relationship management systems (CRMs) are essential for businesses who need to communicate more effectively with customers and potential customers. A CRM system allows you to store and easily access customer communications data, set up call and email reminders, automate emails, and analyze metrics.

CRM System is free and includes the following:

  • We create your Free CRM Account

  • Import your contacts and integrate with your email to capture every conversation as it happens (emails are automatically tracked and saved) with the ability to view email opens and link clicks

  • Integration with your Squarespace Website to capture leads

  • View employees notes and interactions with clients and potential clients

  • Set up free tools for team email, and chat bots, plus a universal inbox that gives sales, marketing, and customer service teams one place to view, manage, and reply to all conversations — regardless of the messaging channel they came from.

System set up from $700 and the CRM system is Free forever.