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Maximizing efficiency with OpusFlow's CRM module

Yasaman Kamali
Yasaman Kamali
Online Marketer
Updated: November 1, 2024

Managing client relationships is at the heart of any successful business, and with OpusFlow's CRM (Customer Relationship Management) module, you have everything you need to streamline this process. This module is designed to make it easy for you to manage all your client interactions in one place, whether you're working with individual clients or large companies. Let's dive into the key features of the CRM module and how they can help you stay organized and boost productivity.

Easily access and manage your client information

In the CRM module, you can view all the clients and companies you've interacted with. Whether it's a company you've been working with for years or a new client just starting a project, every detail is right at your fingertips.

You can manually create new contacts, but the software takes convenience a step further by automatically generating a new contact every time you create a new project. This saves time and ensures that your CRM is always up-to-date without any extra effort.

Here's a quick look:

  • Seamless overview of all your clients: Access detailed information on all interactions. 

  • Auto contact generation: OpusFlow creates a new contact whenever you create a new project. 

  • Manual contact generation: OpusFlow enables you to add contacts manually.

  • Up-to-date CRM: OpusFlow ensures your CRM remains current effortlessly.

Seamlessly import and export your client databases

One of the most powerful features of the CRM module is its flexibility when it comes to managing your client database. You can upload your existing client information directly into the system, or easily download the data when you need it for other tools. This allows for smooth integration with your broader workflow, whether you're using spreadsheets, third-party analytics tools, or other CRM platforms.

Here's a quick look at how the CRM module enhances your client database management:

  • Flexible Client Database Management: Easily manage your client information.

  • Data Upload: Upload existing client data directly into the system.

  • Data Download: Download data for use with other tools.

  • Smooth Integration: Integrates seamlessly with spreadsheets, third-party analytics, and other CRM platforms.

Easily customize your view for maximum efficiency

OpusFlow CRM module puts you in control. You can customize your view to suit your preferences by adding or removing columns. This ensures you see the information that matters most, whether it's client names, addresses, emails, or something more specific to your business needs.

For larger databases, searching through contacts is simplified with customizable filters. These filters allow you to quickly zero in on specific clients, projects, or criteria you're searching for. You can even export filtered lists for reporting or other purposes, and save your preferred filter settings for quick access next time. No more scrolling through endless records-just efficient, targeted searches!

Get more comprehensive client profiles

When you open a client or company account in the CRM module, you'll have access to a full range of details connected to that contact. Here's what you can manage within each profile:

  • Contact Information and Notes: Add key details such as addresses, emails, and phone numbers. You can also store important notes-whether it's client preferences or special instructions-to keep all relevant information in one place.

  • Linked Projects: Any projects associated with this client are displayed in their profile. You can easily click on any project to view more details, track progress, or make updates.

  • Quotes and Invoices: The module keeps track of every quote and invoice you've created for the client, along with their current status. Need to create a new quote or invoice? It's just a click away, streamlining your sales and billing processes.

  • Financial Information: You can add the client's financial information for accounting purposes, ensuring all the relevant details are available for your accounts team when they need them.

Collaborate and keep communication in one place

Internal communication is key to smooth client management, and the CRM module makes it easy for teams to stay on the same page. You can read internal notes left by yourself or your colleagues, and add new ones to keep the conversation going. This ensures that everyone working on the account is up-to-date on the latest client developments.

Additionally, the system allows you to store and review all documents related to the client, from contracts to design drafts, so everything is organized and easily accessible. Need to track internal issues or queries related to the client? OpusFlow's CRM module is connected to OpusFlow's ticketing system, allowing you to streamline communication and troubleshooting in one centralized location.

Ready to boost your productivity with OpusFlow's CRM module? Book a demo now to streamline client management, import/export databases, customize views, and more. Maximize efficiency - book your demo today!

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