Why Do You Need Client Relationship Management Software?
Would you rather spend hours on the phone and have all vital information scribbled down on pieces of paper or have a system that thoroughly organizes your contacts? Contact management via phone calls and correspondence on social media is inevitable, but you can reduce them to a minimum if you introduce a more systematic line of communication in your relationship with clients.
For example, working in sales means having contact with many customers, dealing with a lot of numbers, scheduling meetings, and sending out follow-ups. Not to mention you also have to track all the leads in the sales pipeline. You'd need a calendar, spreadsheets, phone books, email sorting software, etc. Instead of dealing with various apps, you could organize your entire workflow through a single powerful tool that includes all these features.