Services
Dacoda CRM
The Dacoda CRM is a Customer Relationship Management web application designed specifically for Web Design Companies. It allows you to manage your clients from a central resource so you can keep track of where all your clients are along your process.
The system is available via subscription only with full support on hand to ensure it works for your business as effectively as possible.
Every business is different which is why I customise the system for each client so it works exactly as you need it to. Your subscription fee includes full maintenance.
Key Features...
Admin Area
- See a list of all active clients at a glance highlighted by the stage of the process they are at
- Keep a profile on each client including contact details, designs, progress information and notes
- Maintain several different lists of pre-existing designs so clients can choose templates
- See a clear progress bar for each client
- Clients are automatically notified by key actions
- Integrated support ticketing area
- Configure access levels for different users or contractors
- Manage a database full of leads and prospects with full search and filtering
Client Area
- A password protected area for the client to manage their entire experience of the design process
- Client sees the same progress bar as you do
- Editable process contains detailed instructions and information for each stage of the process with a list of actions the client can take
- Full user guide containing instructional videos
- Client signs off designs or chooses pre-existing designs as required
- Fully integrated support ticketing system
- Email notifications sent automatically for each key action taken
If you'd like a quote or to learn more about the Dacoda CRM please contact me.
