Customer Relationship Management (CRM) helps you manage and track current and potential customers.
What is CRM in Nexudus?
Customer Relationship Management (CRM) helps you manage and track current and potential customers. The CRM (Customer Relationship Management) module includes tools that will help you manage and communicate with your space's current community as well as potential new members and contacts.
This CRM module has the following features:
CRM Boards: A CRM board defines a list of steps you can use to track opportunities as you would using a traditional CRM pipeline. Each step, what we call a column, can have as many opportunities as needed and each opportunity typically relates to a contact or a member, has a monetary value and may also have a due date.
Custom fields: You can add custom fields on your Nexudus account and use them in the signup process as well as on member or contact profiles. For example, if you want to get specific information that's not available by default in Nexudus's data structure, such as how members or contacts found out about the space, you can add a custom field. This field can be viewed in a selected section of the member or contact's account in the dashboard, on the profile in members' private area, in the sign-up process or the directory.
Monitoring email accounts: Your Nexudus account lets you monitor one or more email accounts and organise all messages received from anyone signed up to your space. When an email is sent to the address you're monitoring, Nexudus checks whether it is from a person signed up to your space and if so, adds it to their profile. You can answer these messages directly via the dashboard.
Reminders: This function lets you automatically send notifications to space members or contacts when a certain condition occurs. For example, three days before a contract is going to renew or a week after the member has signed up to the space, in case you want to send them a feedback questionnaire.
Task List: You can manage a series of tasks that need to be completed for certain members or contacts in your space. For example, you can automatically add a task list for when someone signs up to your space or cancels their contract. You can set an expiry date and assign a space manager to complete the task and send them reminders about their expiry date by email.
- What are CRM boards / Viewing CRM boards
- Opportunities / Adding opportunities to a CRM board
- How to use CRM boards
- How to automate your cancellations using CRM boards
- Creating and sending reminders
- How to create, manage and send message macros
- Managing email account
- About tasks in Nexudus
- Creating and managing tasks
- Creating and managing task lists
- How to use tasks lists on CRM boards
- Custom fields
- Creating and using document templates
- Generating documents with document templates