CRM for professional services
understand more customers
deliver more success
CRM for professional services
understand more customers
deliver more success
We have significant experience helping UK Professional Service organisations. We take time to understand all our customer’s processes and operational goals. We have created many automated, personalised and integrated solutions to solve operational challenges, all delivering better quality more efficiently.
Flexible■
theCRM is perfect for professional service providers looking to scale and digitally transform their processes. A CRM for Professional Services that is flexible and perfect for creating fast for solutions to manage the most complex business models more efficiently. Personalise to your processes, manage, track and automate any of your processes so your business is more effective.
Start small and scale up■
Start small with simple, marketing, stakeholder management tools. Then scale up to manage, track and automate anything from invoices, resources, projects, contractors, events or even stakeholders you want to collaborate with.
3
man weeks saved reporting per month
Capita Case Study
“…one of the reasons for selecting
CRM-UK was our trust in you and
your team.”
Garnell Case Study
“One of the reasons for selecting CRM-UK was our trust in you and your team to quickly fix any issue that come up.”
Jon Gaydon, Business Development Manager
Garnell Corporate Communications Case study
Integrate■
theCRM for Professional Service organisations is fast to integrate with third party systems. Provide your teams with a complete view of all contact interactions to deliver the best service. Avoid manual data re-entry to maximise operational efficiency.
Integrate with;
- Marketing automations tools and Event management such as Eventbrite.
- Finance tools such as Xero to automate invoicing and quotes to remove manual data re-entry.
- ERP system integration for easily managing resources and project delivery.
- Email, integration to automatically track all communication with stakeholders and customers.
- Any third party system with an API.
Integrate■
theCRM for Professional Service organisations is fast to integrate with third party systems. Provide your teams with a complete view of all contact interactions to deliver the best service. Avoid manual data re-entry to maximise operational efficiency.
Integrate with;
- Marketing automations tools and Event management such as Eventbrite.
- Finance tools such as Xero to automate invoicing and quotes to remove manual data re-entry.
- ERP system integration for easily managing resources and project delivery.
- Email, integration to automatically track all communication with stakeholders and customers.
- Any third party system with an API.