New partner announcement! Mastercard launches Biz360 → 
CRMs or Customer Relationship Management solutions bring about a ton of benefits to SMBs. From improving customer experience to organizing your business, a CRM affects all aspects of your business. This is why your CRM needs to be fully equipped with all the features you need to accurately manage workflows and lead management, and create customized views that’ll help you get a better view of your business.
vcita understands the impact a powerful CRM can have on your business growth, and therefore, we made it a core module of our platform. To sweeten the deal, we’ve completely revamped its capabilities, look, and feel, to improve your experience and the way you can use it to succeed.
This blog will go into more detail about the new features of the CRM and how you can use them to grow your business.
Customize views for you and your staff
vcita allows you to collect a plethora of information about your clients and organize it within each view that you can customize for you and your staff members. That means you cut out the noise for your staff members and give them a view of only the relevant data they need to see.
As far as each view goes, you can create them to fit your business’ needs. For example, you might create a view for “new leads” and include information in it such as the status of the lead, their contact information, the service they’re interested in, etc. You can add any field or data to the view that you need and customize it completely to your business needs.
Move clients along their lifecycle journey
Once you’ve created a few views that work together, you’ve created a workflow (congrats!). Workflows help you track your clients’ journey and get a bird’s eye view of the status of matters in your business.
Did your client approve an estimate? Maybe they scheduled a new appointment, or paid a balance they owed. By updating their status you can watch them move along the client journey you created. Now, you or your staff members can easily see that they need to contact certain clients (like those who approved estimates) and get on that right away.
Save time on routine tasks
The new CRM can help you save time with things like bulk actions. Sometimes, you need to move a few clients to a different stage in the funnel. Perhaps a few of them have recently paid at the same time (lucky you!), or you’ve managed to convert a few leads and get them to book their first appointment.
No matter the need, you can select as many of your clients as you’d like and then choose which action to perform at once. You can tag multiple clients at once so that they can be easily segmented in the future, choose a group of your clients to send a promotional marketing email to, send a scheduling invite to clients who haven’t yet booked their next appointment, or share a document with clients who need it!
Get a better picture of your business health
Our revamped CRM shows you an overview of the status of your business. With the views and workflows, you can see which clients fit each category and take action based on their stage in the journey.
See who’s paid, or hasn’t, how many new leads you’ve managed to convert, how many estimates you’re waiting on, etc., all at a glance. The CRM allows you to organize, track, and manage client lifecycles, custom business workflows, and sales pipelines.
A brand new CRM fit for a growing small business
This is exciting news! vcita’s new CRM is helping small business owners and their staff members to stay more organized and improve their businesses. Users can customize views to fit their customer journey, move their clients along the flow and track business developments easily, save time on routine tasks, and gain a better understanding of their business health.
This development is a testament to our commitment to improving our platform so that it becomes an integral part of small business growth, and we’re super excited for its launch. Try it out today and start leveling up your customer relationship management.
