The First Fully Customizable All-In-One Professional Services CRM & ERP
Unify all manufacturing, shipping and payment processes with marketing, partnership and sales opportunities via a single CRM system.
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The Ultimate CRM for Corporate, Social, Wedding, and Non-profit Event Management Businesses
Streamline every aspect of event management business with precision, organization, and efficiency at every stage—from acquiring new clients to executing flawless events and maintaining strong post-event relationships.
Marketing Automation
The real estate sales process demands extensive marketing campaigns to build brand awareness, attract buyers, generate qualified leads, and showcase properties. Office24by7 CRM automates these efforts with custom marketing flows, enabling seamless message sequencing across multiple outbound channels. It also provides lead source tracking across platforms and automates acknowledgment messages to both agents and customers, ensuring efficient and professional communication.
Lead Management
Capturing and managing leads is streamlined through automation, ensuring no opportunity goes cold. The CRM gathers leads from multiple sources, including website inquiries, referrals, and ad campaigns. Incoming leads no matter what the source, are assigned automatically to the right team members based on expertise and availability, enabling prompt engagement. Automated follow-ups through email, SMS, and WhatsApp nurture prospects. The CRM allows you to score your leads to help prioritize high-value clients. It helps you to give your customer a great journey and at the same time increase your chances of getting new contracts. You can also set up follow up reminders and alerts that help agents to connect with clients in process. Data security measures include role-based access control and encrypted customer information to protect sensitive data.
Project Management
The CRM helps define project timelines, allocate resources, and assign tasks while tracking real-time progress through automated dashboards. This allows the business to ensure projects are delivered on time. Processes like document approvals, compliance tracking, and financial monitoring can be done within the professional service CRM system. A majority of tasks may need collaboration with multiple teams. The CRM makes it easy for people across the departments to efficiently and transparently work on projects. The sales teams can define project scope, operations manage execution, and finance ensures budget adherence. Secure access controls prevent unauthorized modifications, while encrypted file storage safeguards critical project data.
Communications Management
A CRM streamlines both internal and external communications by integrating multiple channels into a single platform. With omni channel functionality, businesses can seamlessly communicate with clients and internal teams without switching between platforms. Functionalities like click-to-call helps to remove the burden of manual dialing.
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Internal Communication
Internal communication becomes more efficient with real-time messaging, team collaboration tools, and chatbots that provide instant communication. Employees can schedule meetings, discuss projects, and share documents instantly and securely within the system, ensuring smooth coordination across departments.
- External Communication
Externally, the CRM centralizes personalized client interactions across email, calls, video conferencing, and messaging apps like WhatsApp and Google RCS. This ensures that the company maintains a consistent and professional communications approach. Automated follow-ups and meeting scheduling features enhance client engagement, allowing businesses to respond promptly to inquiries. The CRM helps to maintain a detailed log of all interactions ensures transparency and provides valuable insights for future engagements.
Up-Sells & Cross-Sell Management
The CRM leverages client data to identify opportunities for additional service offerings. Analytics allows to assess service usage patterns and suggest relevant upgrades or complementary services. Personalized offers are sent through multiple channels, and acceptance rates are tracked to refine future strategies. Sales teams identify opportunities, marketing teams promote services, and customer service ensures smooth onboarding for newly acquired offerings.
Retention Management
Office24by7’s Event CRM facilitates real-time coordination through instant messaging, live notifications, and mobile access. Guest check-in is streamlined with QR-code scanning and digital ticketing, reducing wait times and ensuring security. For event managers handling multiple event zones, VIP guests, and technical setups, real-time dashboards and automated event updates via SMS or Whatsapp provide live updates on event progress, attendance tracking, and team status. Integrated on-site sales and merchandise management allow businesses to handle last-minute ticket sales, VIP package upgrades, and product transactions with ease.
Vendor & Channel Partner Management
Managing vendor and partner relationships is simplified with a professional service CRM. It helps to automate onboarding, contract tracking, and payment scheduling. You can send or receive instant messages via the omnichannel communications feature allowing seamless interactions every time. You can also send renewal reminders and compliance checks from within the CRM to ensure smooth collaborations. The system enables businesses to track vendor performance and maintain transparent agreements, improving operational efficiency.
Data & Documents Management
The CRM centralizes data and document storage, ensuring all proposals, contracts, and invoices are easily accessible. Secure document access is granted based on user roles, preventing unauthorized modifications. Version tracking and audit trails maintain document integrity, ensuring compliance with industry standards.
Accounts & Billing Management
Human resource management encompasses the entire employee lifecycle, beginning with job posting and application collection. This is followed by candidate screening and interviews to identify suitable candidates. The hiring and onboarding process includes issuing offer letters, collecting necessary documents, and conducting employee orientation. Payroll processing then tracks attendance, calculates salaries, and processes payments. Employee performance is evaluated through periodic reviews, and training and development programs are organized to enhance skills. Finally, the exit and offboarding process manages resignations, conducts exit interviews, and processes final settlements.
HR Management
For educational institutions, vendor management is critical in handling third-party service providers, including technology vendors, content providers, catering services, and facility maintenance teams. The educational CRM enables institutions to onboard, track, and assess vendors efficiently. Contract management features help institutions store agreements, monitor service timelines, and ensure compliance with predefined standards. Automated reminders for renewals and service evaluations help maintain seamless vendor relationships, reducing operational risks and enhancing service quality.
Performance Tracking
Real-time dashboards provide insights into key business metrics, helping managers assess project success, financial performance, and employee productivity. It also ensures that the team is on a proper timeline to meet deadlines. You can also assess various customer related metrics so that the team is continuously improving with their skills. Extensive analytics provided by the professional service CRM allows to generate detailed reports, offering data-driven recommendations to optimize business strategies.
Feedback Collection
Client feedback is crucial for continuous improvement. The CRM automates survey distribution post-service, collects client reviews, and analyzes satisfaction levels. You can set up an automated IVR outbound call or a short URL via SMS or email to gather survey responses. Businesses can implement improvements based on real-time insights, ensuring high service standards and client satisfaction.
Office24by7 Integrations for Professional Services CRM
A large library of integrations that are specifically tuned to meet all professional service businesses.
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Features That Set Office24by7 Professional Services CRM Apart
Free CRM Software
Enjoy the best CRM tool that is available at no cost, offering core CRM functionalities for managing leads and deals.
Omni-channel
Integrate multiple channels (e.g., voice, SMS, WhatsApp, RCS, email) for a consistent customer experience with our unified communication platform.
Dashboards
Visual representations of key performance metrics and real-time data for monitoring sales and customer interactions.
Archives
Save and access historical data, documents, and communications for future reference.
Integrated Cloud Telephony
Experience seamless communication through voice calls to connect with potential buyers through in-built cloud telephony.
Calendars
Scheduling appointments, meetings, and reminders to track important dates and events related to sales and leads.
Filters
Sort and search leads, deals, and other CRM data based on specific criteria using customizable filters.
Add-ons
Extend the functionality of your CRM by integrating additional features or extensions.
Email Marketing
Get access to tools for creating and sending bulk emails to leads and clients, along with tracking email campaign performance.
Tasks
Create and complete tasks related to sales and other activities. Collaborate with internal teams by assigning, tracking, and monitoring tasks.
Views
Save the filters as views to easily access the data later with a simple click.
Advanced User Privileges
Ensure appropriate permissions and security within the CRM system with customizable access rights and roles for users.
Quotes & Invoices
Generate customized quotes and invoices for transactions with clients or customers.
Reports
Generate detailed reports on sales performance, lead conversions, financial transactions, and other CRM activities.
Lists
Save the filter view as a list to execute any action or campaign on the records. Use static lists to maintain fixed records, and dynamic lists to automatically update entries as changes occur in the original data.
API Integrations
Connect and integrate the CRM with third-party tools, software, and services using APIs.
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Read more about why CRM software is becoming a critical requirement for professional services businesses from top-rated resources.
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