CRM para Pequeña empresa
Why Onpipeline is the best CRM for Small & Medium Businesses (SME)
What is CRM for SME?
In a Small and Medium-sized Enterprise (SME), a Sales CRM, or Customer Relationship Management Software, plays a crucial role in managing customer interactions and driving business success.
For SMEs, CRM systems help streamline sales processes, track leads, and automate routine tasks, all of which contribute to improved productivity and competitiveness. By leveraging CRM technology, SMEs can optimize their operations, nurture customer loyalty, and ultimately achieve sustainable growth in today’s dynamic business environment.
Todos los contactos en un solo lugar
Maintain information about your customers and prospects, including customer interactions with your business.
Also, you can start emails or phone calls with a single click, save notes, upload files, access emails and phone call logs. All from one page!
The entire team – including your marketing team – gets access to detailed profiles that help you better work with customers.
Custom fields: You will let you organize your contacts to best fit your needs.
Colaboración en equipo
Tanto las pequeñas como las medianas empresas descubrirán que compartir información mejora la calidad de su trabajo y mejora los resultados.
Supervise and motivate – Managers need to provide team members with clear direction and the necessary motivation to help them succeed.
- Colaboración durante todo el ciclo de ventas
- Equipos y Líderes de Equipo ilimitados
- Colaboración eficaz en equipo y entre equipos
- Mantén a tu equipo informado, al instante
- Supervisión y capacitación del líder de equipo
- Correos del equipo
Make leads ready to buy
Es pipeline de ventas will help small businesses visualize your sales process and will show you where your opportunities are. Each stage brings qualified leads to the next phase, keeping in the previous stage those who have not passed the process.
As a result of having a single sales and service solution that integrates with your internal systems, your teams will be able to have a comprehensive, holistic view of your customers.
This solution will provide SME with a comprehensive understanding of your customers’ wants, needs, and preferences.
¡Gratis durante 30 días!
No se requiere contrato ni tarjeta de crédito. Cuenta totalmente operativa. Puedes probar y comprobar la configuración realizando un pedido o, simplemente, dejar que el periodo de prueba expire.
Empieza hoy mismo
Programar y realizar seguimiento de actividades
Planning is a must, especially in a small business! You can plan tasks, calls, emails meetings and deadlines, and link them to deals and contacts. In addition, you can create custom activities to make the CRM more specific to your business.
Your contact can receive an automated reminder via email or text message (SMS). You can also customize the reminders to include any information you would like, such as time, date, location, etc.
Also, you may optionally sync – in a 2-way replication – with your existing Gmail or Outlook calendars.
Gestión de leads
Lead management is essential for any SME that wants to be successful. Every lead needs to be treated carefully in order to convert prospects into customers.
In this phase an evaluation is performed by a team member to decide whether to import the contact, create the deal, and which sales rep to assign the new deal to.
You can also use automations to create a deal when a person is created and assign it to a sales rep based on certain conditions.
With our Lead Management tool you will easily capture leads using almost any form, our integrated web forms or APIs. Also, you can track lead sources.
Reserva de citas en línea
Save time spent on making citas over phone and emails with our online appointment booking software.
Salespeople can establish their availability and allow Customers to make appointments at any time of day or night by utilizing their online booking system.
Customers can receive an automated reminder via email or text message (SMS). You can also customize the reminders to include any information you would like, such as time, date, location, etc.
Manage Invoices
Completamente integrado software de facturación for SMEs. You can create multilingual and multicurrency Invoices and send them in just a click. You can send custom reminders or overdue notices, register payments and automatically turn Quotes or Subscriptions into Invoices.
Use the status overview to keep track of drafts, paid and unpaid invoices. You can also create different businesses with different templates.
¡Gratis durante 30 días!
No se requiere contrato ni tarjeta de crédito. Cuenta totalmente operativa. Puedes probar y comprobar la configuración realizando un pedido o, simplemente, dejar que el periodo de prueba expire.
Empieza hoy mismo