A huge benefit of our Bostel CRM is in automating routines like smart notifications, scheduling and reminders of notices, calls, meetings and tasks, which saves countless hours. This allows for better use of your time.

Example: You want to send out follow-up emails based off the weeks activities. You don’t have to remember which leads you want to target. The CRM has built-in rules around your leads, opportunities and quotes. You can have Bostel CRM automatically send emails so leads are quickly routed to clients or reps to be either followed up with or nurtured.

The result? You can jump on opportunities quicker and close more deals.

Our Workgroup CRM application makes the same information available across the team.

This means that almost any focused activity can be better and more easily coordinated. Also, because account data and activity is updated in real time, every team member, no matter where they are and what they’re working on, is always working with up-to-the-minute information on customers and your company’s interactions with them, like stages in the sales cycle, service issues, or order and billing status.

At the most basic level, CRM means putting account and contact information in a central and accessible place, so you accelerate and streamline the sales process.

For instance, instead of being mired down in yellow sticky note reminders or buried in spreadsheets and Google Docs, you can move leads through your sales team quickly and easily, as a team.

Our Workgroup CRM system gives you a quick way to score and route leads, track opportunities and activities, and gain visibility into deal stages and business health for both prospects and customers.

And it’s literally a record of your business's ongoing relationship with those contacts, whether they’re a customer, or if you’re trying to turn them into a customer. The details of that record can contain everything from call logs, call notes, deal conversations, and quotes, to shared files that are relevant to the customer’s needs, and more.

So now anyone with access to the record can speak to the customer with confidence. Additionally, you can set it up to create daily to-do lists, schedule call alerts, trigger emails, and more. Using our CRM solution you will find deal cycles shortened considerably.

Bostel CRM can give you access to lead databases that can be loaded with your ideal prospects and decision makers within a company and provide social data on those contacts. This makes sales and territory planning analysis easier.

Bostel CRM can also use forms to capture leads from social media ads, website landing pages or emails.

And for those leads that are not sales ready, you can even automatically put them on a nurture track so that when you do call, they are more likely to purchase.

Bostel CRM can help increase sales because it simplifies and smooths the interactions between your company and your customers.

By serving as an organized leads manager and complete customer relationship management platform it's full of data, analytics, reports, text, picture, audio notes and more.

The information that Bostel CRM manages can help companies make objective decisions that best serve their new and current customers more effectively.

There are multiple methods for importing contacts into the Bostel CRM: Manually by you or your Team, Forms on your website completed by Customers or Prospects, the Bostel Marketing Team and the Bostel Data Loader.

Our Bostel Marketing Team can scrape the web and/or create a social media or email campaign for prospect leads generation. These new fresh leads than get loaded to your leads module that can then be used by you and your team.