CRM (customer relationship management) lets you store and manage prospect and customer information, like contact info, accounts, leads, and sales opportunities, in one central location. And it has additional modules for Marketing, Invoicing, Workforce Management, Tasks and Target Monitoring and much more aspects that help entrepreneurs running a business a dream and not a nightmare!

A huge benefit of CRM is automating routine, which saves countless hours. This allows more time for selling. Take for example a marketing effort, one in which you want to send out an email follow-up. With a good CRM solution, you don’t have to remember which leads you want to target. You can simply create some rules around your leads and automate the marketing effort, like email campaigns and lead capture, so leads are quickly routed to reps to be either followed up with or nurtured. Email templates that can be created in the CRM solution ensure you don’t have to repeat the work or even cut and paste.The result? You can jump on opportunities more quickly and close more deals, faster. CRM also enables you to take data like pipeline size or deal size and create dashboards to help you make informed decisions at a glance. You can quickly check in on the health of deals, revenues, and more.

Our training and support services are second to none. We provide unlimited support and training for both hosted and on premise customers. Need a quick tutorial or resource? We have online tutorial sessions with our experienced staff, video tutorials and step-by-step instructional guides. Looking for something a little more extensive? Our support staff provides 1-2 hour administrative CRM training designed to provide your end users with an in-depth knowledge of the software.

Yes, Weblook CRM is provided to customers in two ways: on premise or cloud-based (hosted). If your needs change and you end up needing to switch from on-premise to cloud or vice-versa, it’s not a problem. We’re more than willing to accommodate your business and provide the solution in an environment that makes the most sense for your business’s unique needs.

Our CRM software is extremely flexible in terms of the number of users that it can support. We understand that your business goes through changes and growth over time. That’s why we make it as easy as possible for you to add or change the number of end users in your CRM software package. Simply speak to your sales representative about any changes that need to be made, and we’ll make those accommodations. We do not have a minimum user term, we are flexible!

Weblook CRM guards data for thousands of customers, making sure that their data is secure, backed up and confidential. We understand that we have a high duty of care to protect customer data, and our internal policies and procedures reflect this.