Manage Customers, Projects, And Create Invoices In The Cloud

Customer Relationship Management software that is a great fit for almost any company.

How TidBit Solution defines CRM?

C-R-M stands for customer relationship management. What exactly is CRM? At its only definition, a CRM lets agencies to manipulate commercial relationships and the statistics and records related to them.

With CRM, you can keep client and prospect contact statistics, accounts, leads, and income possibilities in a single important location, ideally within the cloud so the records is obtainable by way of many, in real time.

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  • CRM Improves Your Customer Service
  • Automation of Everyday Tasks
  • Greater efficiency for multiple teams
  • Improved Analytical Data and Reporting
  • Connect with Customers efficiently
  • Discover New Insights from Business
  • Do Business Anywhere
  • Safeguarding Business
  • Improved ability to cross-sell
  • Greater staff satisfaction
  • Increased revenue and profitability
  • Cost savings


Manages contacts

Organizes client information in a centralized vicinity. Contact information, demographics, transactions, customer service interactions, and different consumer statistics are without trouble saved and retrieved.

Manages reporting and dash boards

Consolidates streams of information in sizable approaches that permit you to spot styles, developments, behaviours, and extraordinary marketplace insights. Many crm solutions can also generate actual-time statistics that makes reporting greater properly timed and correct.

Lead Management

Manages leads from prospecting to conversion. It lets you song earnings sports activities, offers, and responsibilities and float them across sales degrees. It also connects to the touch manipulate to will let you view customer interactions and profiles in a single window. Maximum crm answers permit you to customise the pipeline levels.

Deals and tasks

CRM helps you to upload, assign, and music actionable gadgets and feed them into the income pipeline. Offers and obligations can be robotically populated with customer facts or up to date with real-time information.

Campaign management

Manages campaigns from begin to forestall, which include installing target customers, automating workflows, and measuring fulfilment based on really defined metrics.

Tracking of emails

Tracks opened or clicked emails and typically works with famous electronic mail clients and mailers like Gmail, outlook, and mail chimp. E-mail tracking may be a part of advertising marketing campaign control or presented separately.

Social Media engagement

Tracks social media activity of your target market, collectively with, likes and dislikes, remarks, mentions, and shares. It could also be part of campaign management or presented one by one.

Mobile CRM

Many CRM answers have android and IOS apps, at the same time as others have cellular responsive websites.

Measure Analytics

The CRM software program should do greater than storing and retrieving statistics. It want to be able to mine information, consolidate it, and examine styles to help you generate insights for higher choices. The greater complex your business, the extra superior analytics you want.

Customized CRM Solutions

The CRM software program need to be customizable to suit your workflows or industrial company scenario. It want to provide you with manipulate over data, get entry to, approvals, and to a few diploma, interface layout.

It’s Scalable

Can extra advanced capabilities or clients be added? The software program need to be capable of expand its functionalities as your company grows. It should be able to manage greater contacts, leads, offers, tasks, and run extra present day campaigns or generate more complicated reporting


It will integrate with mail clients, mailers, document management, cloud storage, and calendars

User friendly

Setup want to be easy, navigation is simple to conform with, and the equipment to be had. Traditional, the CRM software have to be clean sufficient for casual customers to guarantee employees will use it.

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