A Personalized and Customizable CRM System

Is your business seeking to monitor its financial performance? A CRM system enables companies to evaluate all aspects of the financial performance of their company, including expenses, profit, and return on investment. Customer relationship management is a necessity for any sized company. It allows businesses to evaluate and invest in what strategies are working, and optimize or cut out what is not.

All Financial Data in a Single Space

Our CRM is a lead management system that allows users to see all financial efforts, including sales and marketing expenses, and the resulting revenue, profit, and ROI. Our CRM is a system that is automated to make managing leads as easy as possible. Our system automatically:

  • Syncs with all online lead sources
  • Assigns leads to the appropriate team member
  • Creates tasks that are triggered off of lead status changes
  • Pushes leads into management software solutions like Clearcare and ERSP

A CRM That’s Personalized to Your Business

Along with automation, our CRM system also revolves around different user types and user experiences. We created a system that supports all team sizes, from a single user to multiple users to multiple teams. Users are able to customize their CRM to their style by creating custom lead statuses that match their business process. With this CRM, companies have access to detailed reporting including close rate by lead source and lead member.
A better understanding of your lead process enables us and our partners to invest more into what is working, cut out what isn’t, and optimize when needed.

Getting Started

ChoiceLocal is a leading marketing agency and has over seven years of experience working in the digital marketing space. Our team is constantly coming up with new marketing practices that will enable your business to dominate the national or local market. To learn more about how ChoiceLocal can help your company grow, please see below.

Contact ChoiceLocal Today

Are you ready to take the next step with our CRM system? Request a free marketing strategy from ChoiceLocal today.

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