Hybrid CRM

How do you store your data? And more importantly, how secure is it? We often find that businesses keep their most sensitive files in locations that anyone – perhaps an employee who’s about to leave - can copy and paste onto a memory stick and take away. Sometimes those files are on portable external drives or lodged in Dropbox-type facilities shared by multiple users, even clients or suppliers. So, would you know if your hard-won information had been hi-jacked?

A solution to this problem can be via Customer/Client Relationship Management (CRM) systems which offer a secure and effective way of managing many aspects of your relationship with clients. We can develop a CRM for you which combines core features that can be found ‘off-the-shelf’, while adding some elements of our bespoke software to create a Hybrid system tailored to your needs.

Core functions often include a central database for storing customer contacts, addresses and interactions such as visits and calls, as well as background notes and tasks to be completed. CRMs can also be used for assigning client projects to members of your team, managing documentation and setting up a calendar with reminders for projects or general communication.

Adding a bespoke element means you can personalise the look and feel of the system to your corporate identity as well as adding in interfaces with other systems such as HR or stock control systems, Mobile Apps and even third-party systems.

  • Effective CRM tools tailored to your business
  • Cost-effective way to enhance your professional appearance and build company profile
  • Agile technology which can be adapted as your business evolves and grows
  • User-friendly and intuitive, backed up by Round team support

Hybrid CRMs are increasingly popular. Contact our team and get the guidance you need to choose the right solution, or learn more about the clients we have worked with in the past.

Work the Round Way