CRM Module

Our Approach

CrossConcept Continuum's CRM module manages all your company's interactions with current and potential customers within one unified solution. With our CRM module, you can store customer and prospect contact information, accounts, leads, and sales opportunities in one central location, in the cloud so the information is accessible by many, in real-time.

With our built in CRM, you don’t have to collect information in different places. Instead, gain a 360° view of your client in one place. From contact information to service history, sales opportunities, and project information see everything in ONE centralized location in real-time. With our CRM you can manage multiple service portfolios from a single pane of glass.

The Benefits

Integrated PSA CRM offers amazing advantages for businesses of different types and sizes. It streamlines sales workflows and helps entrepreneurs forge stronger relationships with their clients. Moreover, having this type of software at your disposal can help you accelerate your sales processes without compromising the quality of the service you provide. CrossConcept Continuum CRM benefits include:

  • CRM module is built in and integrated with the other CrossConcept Concept Continuum modules

  • Manage multiple service portfolios from a single pane of glass.

  • See client history at a glance, and provide your team with a transparent and consistent flow of communication with your client.

  • Complete automation of everyday sales tasks at the touch of a button

  • Sales cycles are reduced and win rates are improved​

Track and manage the entire sales pipeline and customer relationship, analyze sales performance across the organization and keep everything needed for a single client account on a single platform.

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