One system, multiple workflows, simplify your decision making
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Whilst building a relationship with a customer there are many aspects to be taken care of. For example, you need to be aware of your customer’s interactions with your teammates, bosses and other people in your organisation. You also need to have a fair knowledge about their business, industry they belong to and many other details. With the help of our Quiddity CRM you can securely keep numerous details of your clients and take a personalised approach whilst addressing them. You can also automate the entire process of entering data in your Quiddity CRM by gathering the data directly from your website with the webforms feature.
Quiddity CRM enables you to enter and securely save several details about the people or companies you are doing business with.
You can specify whether the details you are entering are of which a company or an individual customer by mentioning its type. You can determine the relationship of any contact with the company by using the “Relationship type” field in Quiddity.
You can add several social, professional and financial details as well as attach business documents and keep all the details of any contact in a single place. You can also view a comprehensive list of records such as leads, quotes and other entities for any contact from a single place.
You can add notes and keep a log of all email interactions with your contacts by sending emails from any client to Quiddity by using the Mail Drop Box feature.
You can rate the contact and the system will remind you when to connect with your contact and boost sales.
Add custom fields to enter the required information you need for every contact.
Categorise your customers with the customised tags. Also, these tags are searchable therefore, you can easily find the required contacts and create segmented lists.
Add tasks to be concluded for every contact. You can update the status of the task to keep the authorities or stakeholders informed.
Track time spent by your team for completing tasks associated with any contact by utilising the timesheet feature.
Acquire every single bit of information about your customer with the Customer 360 view feature and deliver enhanced customer experiences.
Quiddity CRM allows you to easily import contacts from CSV files and Xero. You can rectify the incorrect data in Quiddity before importing. You can also create a contact on the go by using the Quiddity mobile app.
You can select several contacts and update their details at the same time by using the bulk edit feature.
You can select contacts and add them to campaigns or MailChimp lists by following a small series of steps.
You can filter the contacts by using your own criteria. You can define the columns you want to see in the contacts list. This particular list will be saved as a custom view.
Get powerful, real-time analytics that can help you make smarter business decisions.
You can measure and manage any organisation’s revenue based on the number of customers or product/services delivered.
You can view revenue generated by any contact for any month. Also, you can find the amount of revenue generated by a contact based on the industry they belong to.
