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.