CRM stands for Customer Relationship Management. A CRM system helps you manage all customer contacts, enquiries and business processes in one place.
What does a CRM system do?
- Manage contacts: All customers, prospects and partners in one database
- Track enquiries: No lead gets lost — every enquiry is documented
- Create invoices: Quotes and invoices directly from the system
- Organise tasks: Who needs to do what by when?
- Document communication: Emails, calls, notes — all in one place
Who needs a CRM?
Every business with more than 20 customer contacts benefits from a CRM. Especially if:
- Several people work with the same customers
- You lose track of open enquiries
- Excel spreadsheets are becoming confusing
- You want to know which channel brings in the most customers
Kontira — our CRM product
Kontira is Adlegio's CRM. It is connected directly to your website: forms end up in the CRM, customer data flows back into the site. Six modules, available individually: contacts, invoices, tasks, documents, calendar and chat.