Customer Relationship Management
Get greater insight into your leads with a fully integrated CRM
All of your customers, available from a single view
Get a complete overview of each opportunity in your sales pipeline and how far along the line they are. From Nexudus CRM Boards you can:
- Assign a monetary value to each opportunity and set specific due dates
- Send automated message macros when customers perform certain actions in your space or as part of the onboarding process
- Add custom fields to signup forms for more specific responses
The easiest way to send proposals to potential customers
Show potential customers what a contract with your space could look like. This is essentially a quote that lists the perks and benefits of becoming a member of your space, along with the pricing.
With these proposals you can:
- Check if potential customers have opened proposals.
- Potential customers can accept or reject proposals.
- When a customer has accepted a proposal it will automatically be converted into a contract.
Assign tasks to keep on top of your sales opportunities
In nexudus you can assign tasks to administrators, which helps space managers and staff keep up with your sales pipeline. Each task can be assigned to different members of staff, and various task lists can be added to different CRM board stages.
This is particularly useful for onboarding, as it will help to standardise and automate processes in your space. For example, when a new member joins you can create a task list to include:
- Access card handout
- Locker key handout
- Welcome tour of your space
Improve the efficiency of your communication with Reminders
Nexudus allows you to automatically send messages to your customers when certain conditions are met, allowing you to streamline your communications. These reminders can be used to automate a wide range of messages including:
- Offering discounts to members who haven’t booked in a few months.
- Letting your customers know when your space is going to be closed.
- Reminding members their contract is soon ending and encouraging them to sign up to a new plan.
- And much more...
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