Your website can be more than just a source of information when you start seeing it as a sales tool that drives new leads to your business. With Bloomtools' customer management tools, it's easy to keep track of all your incoming leads and offer each customer a positive experience.
With Bloomtools' built-in contact management tools, you can store information about your past and present customers, prospects, alliances, suppliers and any other important contacts. With all your contacts in one place, sending out emailers or SMS marketing is simple. Each contact also has a dedicated page with all the information you have acquired about them and their purchases.
How your business handles new customers is crucial to establishing successful business relationships. Bloomtools offers lead management that allows you to allocate members of your team to serve new customers, store notes about each new lead, and develop a step-by-step process your team must follow when handling new leads.
With automated triggers for marketing pieces such as emailers, it's easy to keep on top of your marketing and reach out to your customers on a regular basis. You can also use automation to develop sequences where an action from your business or a customer triggers a multi-stage marketing campaign or task list for your team.
All your invoices are stored in one convenient place, so viewing any order on your system is effortless. In addition, all invoices are easily exported into your business' accounting software. Our invoicing system is compatible with more than a dozen different payment systems to make receiving payment painless.
Having dedicated processes in place for how your business handles customers and tasks can save your business a significant amount of time and money. Bloomtools' toolbox allows you to coordinate tasks required to run your business effectively. Each entry in your task management queue includes important information and a status report, so no task is ever overlooked.