Client overview

Knowing what your customers want and having all the client's knowledge in a single place is very important for managing your business. DaybydayCRM has developed an impressive system that allows you to gather all the information about your clients, evaluate it and use it for making decisions inside and outside of your company.

Every client is different. What works for one client might not work for another. It's important to keep track of the progress of each client so that you can figure out what works for them and what doesn't. This will help your customers feel like you're keeping your eye on them, not just trying to close a deal.

Appointments with your client

A lot can change from one appointment to the next, so it's a good idea to keep track of the details of each appointment (time, date, items sold, and what was discussed during the appointment) and to take notes during the appointment. This way, you can keep notes on what worked, what didn't work, and what the client was interested in.

This can be helpful if you ever have another appointment with that client in the future or if you have to work with other clients of the same type.

One client, multiple contacts

While it's easy to add new contacts to your phone and use the speed dial option, it can be tedious to keep track of these contacts. Thankfully, DaybydayCRM can help you do this in an easier way. It has a clean interface that's easy to use and you can sync your contacts from multiple platforms. It makes it easier to keep track of contact within a single company. You can store different types of contact and have a listing of everything neatly organized in one place!