Are you still trying to keep track of your clients with Outlook, on a spreadsheet, on post-it notes…or worse…in your head? You need a client database!
There is a true story told of a professional mortgage broker. When asked how he stays in touch with his past clients. He pointed to his filing cabinet across the room and said “All of my clients are in there – when they need my services again, they will pick up the phone and call me”.
Yikes! That’s no way to manage clients that can be worth thousands of dollars to you. If this describes you, it’s probably time for you to look into getting a client information database application. Also known as a customer relationship management system or CRM.
The biggest game changer for you:
All of your customers’ info in one place!
When you finally break down and decide it’s time to get a customer database, you will find one of the benefits is that it will help you get organized. A good online client database will be the single place you keep all of your client information: Not just name, address, phone and email, but all of your notes about the client, reminders, appointments and more.
Wouldn’t it be great to go to a single place and all of your customer information is there? No more fumbling around looking here and there. No more having some client information over here in Outlook and other important information on a spreadsheet somewhere.
Every time you need to look up a customer phone number, or address, you will refer to your online client database. Just had a conversation and want to jot down some notes? Your client database. Need a reminder to call a client in 3 months… again, your client database.
And your shiny new CRM will not only store all of your current and past customer information, you will put all of your new leads and prospects in there too!
Everything that has to do with your customers is all in one place. You’re going to love it!
Get a client database that will grow with you.
While there are many online customer relationship management database apps out there to choose from, look for one that can meet you where you are now and also help take you to the next level.
For example, the AllClients client database solution can be used as a simple rolodex to just look up customer information, but it can also completely automate your marketing with email marketing, autoresponders, online calendar software, landing pages, workflow management, deals tracking and more.
Plus with AllClients CRM software, you won’t have to bolt on an email delivery program to help keep your marketing emails out of your clients spam boxes. AllClients is one of the few online client databases that also address this important area.
Your client database should be easy!
The best thing about the AllClients Customer Database Software is the fact that it is really easy to use. You won’t need extensive training and you won’t need a big user’s manual with AllClients CRM software. It was designed to be easy to use right out of the box.
Watch a couple CRM video tutorials on how to use the contact database software and off you go! This consumer database software was designed with the non-technical user in mind.