A reliable CRM system is essential in today’s fast-paced business environment. Our Afloat CRM system offers a powerful solution for managing customer relationships and streamlining operations. Whether you’re a startup or an established business, our CRM packages are designed to meet your needs and help you grow efficiently.
What is a CRM System?
A CRM (Customer Relationship Management) system is a tool that helps businesses manage interactions with current and potential customers. It centralises customer information, streamlines communication, and automates various processes to enhance customer engagement and boost sales.
Why is a CRM Important?
A CRM system is crucial for several reasons:
- Efficiency: It consolidates customer data, making it easy to access and manage.
- Improved Customer Relationships: By understanding customer needs and preferences, businesses can tailor their interactions to enhance satisfaction.
- Automation: Automates routine tasks, freeing up time for more strategic activities.
- Insights: Provides valuable data and analytics to inform decision-making and strategy.
Our CRM Packages
Receive the core features of our CRM system:
- Contact Management: Keep all your contacts and their information in one place.
- Conversations: View all messages from social media, email, text, and Google My Business in a single dashboard.
- Social Media Planner: Maintain an active social presence by publishing posts across multiple platforms simultaneously.
Enjoy a branded CRM system with everything in the Essentials Package, plus:
- Custom Branding: A CRM system tailored to your brand identity.
- Email Automation: Set up and strategise automated email campaigns directly through our system.
Access a fully branded CRM system with enhanced features:
- Tailored System: Customised to reflect your business branding.
- Advanced Automation: Create workflows to contact, nurture, and close clients automatically.
- Expanded Marketing Services: Includes an email system, affiliate manager, and more.
Experience the full capabilities of our CRM system:
- Comprehensive Features: Includes everything from Growth Support and more.
- Calendars and Appointments: Manage schedules and bookings effortlessly.
- Opportunities and Pipelines: Track sales processes and progress.
- Payments: Handle invoices, subscriptions, and transactions.
- Marketing Tools: Access to planners, email, affiliate manager, and automation workflows.
- Websites and Funnels: Store and manage websites, funnels, and blogs.
- Courses and Communities: Create and manage online courses and community interactions.
- Reputation Management: Monitor and enhance your brand’s reputation.
- Detailed Reporting: Get insights and reports across all ad platforms.
Each package is designed to offer flexibility, allowing clients to choose and customise the features they need within our CRM system every month. Whether you’re just starting out or looking to expand, our CRM packages provide the tools and support necessary to propel your business forward.
Ready to transform your customer relationships with Afloat CRM? Book a 30-minute discovery call to find the perfect CRM package for your business.
During this call, we’ll explore your business needs, assess fit, and provide insights into how our CRM solutions can drive your success. It’s a valuable opportunity to see how Afloat CRM can enhance your operations without any commitment.
Schedule your discovery call today and take the first step towards unlocking your business potential with Afloat Digital.
