Adding Contacts to the CRM
Your CRM (Customer Relationship Management) system is the heart of SMB Booster. Every enquiry, customer and lead can be stored in one secure location, making it easy to keep track of conversations, appointments and important business information.
In this lesson, you'll learn how to manually add a new contact and understand the information that can be stored against each customer record.
During this lesson you'll learn how to:
Add a new contact to your CRM
Enter names, phone numbers and email addresses
Classify contacts as Leads or Customers
Update business details and addresses
Add additional contact information
Create and use custom fields
View a contact's activity and communication history
Why use the CRM?
Instead of keeping customer information on scraps of paper, spreadsheets or in your phone, the CRM gives you one central place to manage everything.
Each contact record stores valuable information about your customer, including their contact details, previous conversations, notes, appointments and future activity. As your business grows, this makes it much easier to stay organised and provide a better customer experience.
You'll also discover how to create Custom Fields, allowing you to store additional information that's specific to your business. Whether it's a property type, preferred appointment time, service interests or any other information you regularly collect, custom fields let you tailor the CRM to suit your workflow.
As you continue through the training academy, you'll learn how website enquiries are automatically added to your CRM, how to import existing customer lists, create sales pipelines, automate follow-ups and communicate with your contacts by email and SMS.
The CRM is one of the most powerful tools within SMB Booster, helping you keep every customer interaction organised so you never miss an opportunity to win or retain business.