MODULES | Client Relationship Management
Stride CRM is embodied by two robust features in Stride ERP; they include the Client Administration module and Sales Hub. These features function to ensure that client relationship is optimal in an organization.
WHY CHOOSE STRIDE ERP
FOR CLIENT RELATIONSHIP MANAGEMENT (CRM)?
- Conduct all dealings involving servicing, marketing, and selling your products and services to your customers in an organized and systematic way.
- Provide better service to customers through an improved understanding of their issues.
- The more knowledge your employees have the more empowered and engaged they are.
- Optimize the customer experience by sharing customer data between different departments to enable you to work as a team.
- Improved ability to cross-sell. The more you know about your client’s needs and wants the better able you are to provide the solution to their next problem.
Stride ERP CRM features:
– CLIENT MANAGEMENT
– QUOTES & INVOICING
– CAMPAIGN MANAGEMENT
– TEAMS & COMMISSIONS MANAGEMENT
– ORDER & RECORD MANAGEMENT
– EVENT MANAGEMENT
Stride ERP integrates various client-specific functionalities like client profiles, transactions, files, notes, invoicing (including a payment plan, refunds, and auto-notification on invoice status and reoccurring service), client’s orders (in product or service), order status (pending, delivered, canceled, etc.), and many others, to provide a unique experience in client management. The Project Administration module on the Stride ERP performs functions such as budget building/management, risk analysis, scheduling, phase tracking/management, and project lifecycle management, among many others.
Client Invoice
This is where invoices are created for all client jobs. These invoices can also be printed out and given to clients. This feature allows payments and refunds to be made on invoices.
Subscription Billing
All services subscribed to by clients are recorded here with details of the billing structure and duration it covers.
Comprehensive Client Information
The client’s information is captured and recorded here. There are also options to edit the information.
Client Profile
Effectively manage your clients with Stride CRM. You can: create client profiles, place orders on the fly, automatically send invoices via email, download, print, or send via other file-sharing platforms, and record/view transactions.
Send Online Invoice
Sending invoices to your customers via Stride boosts your customers’ satisfaction by providing a payment flexibility option. You can access Stride on any device and send multiple invoices in a fraction of the time.
Experience the difference. We have just what your business needs. Come experience the future of business automation in Stride ERP. We are not competing, We are taking over!