Client Book CRM
Client Book CRM is a customer relationship management system designed for small businesses and freelancers to organize contacts, track deals, manage projects, and automate marketing. It provides an all-in-one platform with features like contact management, pipeline tracking, task
crm
contact-management
pipeline-tracking
task-management
proposals
invoicing
Client Book CRM: All-in-One Customer Relationship Management
Client Book CRM is a customer relationship management system designed for small businesses and freelancers to organize contacts, track deals, manage projects, and automate marketing. It provides an all-in-one platform with features like contact management, pipeline tracking, task management, proposals, invoicing, and more.
What is Client Book CRM?
Client Book CRM is a customer relationship management (CRM) solution designed for small businesses, freelancers, agencies and consultants to organize their client data and streamline their sales and marketing processes. It provides an all-in-one platform to manage contacts, track deal pipelines, send proposals and invoices, manage tasks, communicate with clients, and automate marketing.
Key features of Client Book CRM include:
- Contact Management: Store all client & prospect information like name, company, phone, email, address, notes etc in one place.
- Pipeline Management: Visual sales pipeline to easily track your deals and sales process stages.
- Proposals & Invoicing: Send professional proposals and invoices and get notified when clients view them.
- Task Management: Assign, prioritize and track all your client related jobs and to-do's.
- Client Communication: Communicate with your clients directly all within Client Book CRM.
- Email Automation - Set up marketing email templates to automate your client communications and keep in touch effortlessly.
- Reports and Dashboards - Insightful reports and charts provide visibility on sales performance and client engagements.
- Mobile Apps - Android & iOS apps allow accessing your data and manage your clients on the go.
Overall, Client Book CRM provides a lean yet powerful CRM platform for small service-based businesses to organize their client relationships and streamline their sales & marketing workflow. Its simple and easy-to-use interface, along with robust features make it a great choice for small teams.
Client Book CRM Features
Features
- Contact management
- Pipeline tracking
- Task management
- Proposals
- Invoicing
- Automated marketing
- Project management
Pricing
- Subscription-Based
Pros
All-in-one platform for small businesses and freelancers
Helps organize contacts, deals, and projects
Automates marketing and invoicing
Easy to use and set up
Cons
Limited customization options
May lack advanced features for larger businesses
Mobile app could be more robust
Official Links
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