Customer Relationship Management (CRM)

Contact us

Enhance your client interactions with the aid of a Customer Relationship Management (CRM) Assistant. We manage crucial customer details, communicate effectively, and streamline operations. Partner with us to expand your business through lasting customer connections.

AREAS OF EXPERTISE:

  • Categorize and sort customer profiles

  • Promote new products/services

  • Communicate with your list

  • Nurture relationships

Improve customer retention

CRM systems improve customer retention by up to 27%.

Email campaigns segmented through CRM achieve 62% higher click-through rates.

95% of companies report improved customer service with integrated CRM solutions.

You feel like….

You’re struggling to keep track of customer interactions and maintain a consistent level of communication.

You find it time-consuming and overwhelming to manage your growing customer base, which affects your ability to provide personalized experiences and build strong relationships.

You’re aware of ….

  • Missed opportunities to upsell or cross-sell due to lack of customer insights

  • Inefficient communication resulting in dissatisfied customers

  • Difficulty in staying organized and prioritizing customer interactions

Your goal 🎯

You want to transform your customer relationship management by implementing a system that allows you to efficiently manage interactions, track customer preferences, and provide personalized experiences.

Your aim is to enhance customer satisfaction, increase sales, and nurture long-term loyalty.

Consultation

Schedule a complimentary 15-minute chat with us! Just fill out our form with your details. We'll discuss your pain points and make a plan just for you.

OUR PROCESS

We’re accessible to communicate with you about any concerns that may come up. We know it can seem like a lot to get started - we are by your side. Expect to be held accountable, create a space for new habits and get things done!

We’ve been there. We know what it takes.

Proposal

Review your customized proposal. If you’re excited about our offerings say 'yes', secure payment, and pick a date to onboard.

Execute

We're excited to begin working on your project and building a strong partnership with you. We're looking forward to getting started!

Pricing Information

  • • Improved customer satisfaction through personalized experiences

    • Increased sales through effective cross-selling and upselling opportunities

    • Enhanced efficiency and organization in managing customer interactions

  • Your package as listed below is based on per month pricing with a minimum 3-month retainer.

    ★ Management of up to 50 customers

    ★ Categorize and organize client profiles

    ★ Birthday / Anniversary / Celebration messages

    ★ Confirm details are current

    ★ Top notch customer service

    ★ (1) One hour onboarding call

    ★ (2) 30-min check-in video calls first month

    ★ Weekly check-ins

    ★ Access via email

    *Package can be customized

  • If you're not ready for a 3-month retainer, it’s ok! You can buy as many hours as you need.

Book a Consultation

Questions? We're here to put your mind at ease.