CRM

Customer relationship management (CRM) is often a web based strategy for managing a company’s interactions with customers, clients and sales. It involves using technology to organize and synchronize business processes—principally sales activities, but also those for marketing, customer service, and technical support.

There are great benefits in having contact details, messages, documents and calender information (schedules) all in one place.  Workflows and timelines allow for more successful development and implementation and better customer relationship management.

Many CRM vendors offer Web-based tools (cloud computing) and software as a service (SaaS), which are accessed via a secure Internet connection and displayed in a Web browser. These applications are sold as subscriptions, with customers not needing to invest in purchasing and maintaining IT hardware, and subscription fees are a fraction of the cost of purchasing software outright.

Mavenlink allows for a way to manage your projects online with features designed to streamline workflow and increase your productivity with a free account.

Smartsheet ‘sheets’ store the information you track, manage, and share within Smartsheet. A sheet can be an online gantt chart, event plan, pipeline, contact list, checklist – quite literally anything. They offer a free trial or a reasonably priced monthly service.