It is all about the Customer’s Relationship.

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Life with CRMJOE

Understand Your Data

People are central to any business. But do you understand all of the data your business generates? Financial, Sales, and Customer Data. CRMJOE, LLC keeps your contacts in the middle of everything. It builds up detailed activity profiles, enabling you to serve existing customers better and leverage your data to help find new customers. CRMJOE, LLC provides the tools to grow your customer relationships.

Available Tools

  • Industry & Geographic -Generate specific client leads
  • Data Analytics
  • Generate Customer Information Marketing with Advanced Segmentation
  • Quotes & Invoicing
  • Client Portal
  • Online calendaring for appointments with optional fee collection
  • Sales dashboard: Gross Revenue, Net Revenue, Customer Growth

And much more.

Never lose a lead. Always be informed of important metrics

Leads are the hub of your business. By adding CRMJOE, LLC, you can manage new and existing leads.

Life without CRMJOE, LLC
CRMJOE, LLC adds time to your busy day

CRMJOE, LLC is A feature-rich

Company and Contact Information: Quickly filter your contact list.

Create Portals for your customers to access their files.

Develop Quotes: Send Quotes to your contacts. Once they accept, start work.

Send Invoices: Don’t waste time creating invoices in 3rd party apps or Word. CRMJOE lets you quickly make invoices for your contacts, send them, and get paid. Get Paid Faster Clients can click the invoice link and then click pay.

Assign Tasks: To team members.

Connect your email to CRMJOE.

See More Features

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