Customer Relationship Management

Getting the most from your customers is the key difference between a good business and a great business.  Many businesses miss out on opportunities to grow by either not following up with their customers or not getting as much referral business as possible.

With Nubilo you can use Customer Relationship Management (CRM) to greatly enhance your customer reach, retention, reordering and referrals to build a great business without hard sales and constant marking.  The Nubilo marketplace is a hub for reordering and referral marketing where your busines will grow a local and robust portfolio of local customers.

With Nubilo CRM you get:

  • Customer Management
  • Electronic Invoicing
  • Job Tracking
  • Client Request Tracking
  • Business to Client Messaging
  • Customer Engagement Analytics
  • Potential Customer Analytics and Visibility
  • Dedicated customer portal for every customer.

Customer Management

Managing customers is a very important part of growing successful business.  Learn how to Manage your customers in the “Managing Customers” help page.

 

Electronic Invoicing.

Send Invoices quickly and easily.  Let your customers pay online, provide feedback and reviews and reorder your services easily.  Learn more about Invoices with Nubilo CRM in the “Invoicing” help page.

 

Job Tracking

Create and track Jobs with as much or as little detail as you need.  Itemise tasks, set due dates and colour code jobs to help you keep them organised and in control.

Share your jobs with your customers, and keep them updated with progress so they don’t need to keep asking you for updated.

Learn more about Jobs in the “Jobs” help page.

 

Client Request Tracking

Your customers can request servicing with a single click.  Keep your customer requests organised and respond to them quickly to provide great service.  Learn more about Customer Requests in the “Requests” help page

 

Business to Client Messaging

Nubilo give your business a store front communications strategy, with any client able to message your business and members of you business able to respond in a way that maintains your brand and provides continuity to the customer

Learn more about Messaging in the “Messaging” help page.

 

Customer Engagement Analytics

Review how effective your strategies are for keeping your customers engaged.  Quickly identify what steps you could take to improve your customer engagement and improve the yield of each customer.

 

Potential Customer Analytics and Visibility

Review the potential of new customers and see how engaged they are with your business. Quickly check if your customers want you to service their property assets and build strategies to grow them as customers.

 

Dedicated customer portal for every customer

Give your customers great service and allow them to easily review all aspects of your client/business relationship. Customer can review Invoices and payments, messages, requests, jobs and manage what assets they want you to service through a simple to use Customer Portal.

Make things easy for your customers and they will order more from you.