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Yes. Our Workgroup CRM (Customer Relationship Management) is software. We refer to it as the Bostel CRM App. Our CRM App is a mobile and desktop application that helps businesses track and manage customer interactions in a single system of record. Our CRM App will record interactions in your business between your prospects and your existing customers.
The Bostel Workgroup CRM can run on any type computer or Apple and Android device that has an internet browser and an internet connection.
Because the Bostel Workgroup CRM runs on Apple and Android internet connected mobile devices, you can get it from your Google Play or Apple App Store. You can also access the Bostel Workgroup CRM on any internet connected hardware using an internet browser like Microsoft Internet Explorer or Edge, Google Chrome, Apple Safari or Amazon Silk. Use the link https://CRM.Bostel.com or go to the Bostel.com website and on the top right look for and click the Bostel CRM Icon link.
The Bostel CRM app is not free but you can install and test the App using a free shared account or signup and get a private account with a 15 day free trial. We do have a variety of pricing options starting under $30 per month for a two-user group. Because we believe that in order to provide the best products and services, we need to invest in our people and innovation and strive to offer our clients the best prices possible.
If you can use a smartphone and understand and run your business, then you should have no problem with the Bostel Workgroup CRM. The App comes configured to get started right after signing up. It will self-configure itself using your signup information, and you will be using it in minutes.
Yes. If you have customers or prospects, you will benefit from our CRM. Even if your customer base is very small, it’s hard to keep all your business interactions in your mind. Our CRM is a powerful business tool that streamlines your business processes, gives valuable business insights, and connects your team allowing collaboration, in real time.
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.
The Bostel Workgroup CRM comes fully loaded with everything you need to run your business. The modules are developed very intuitively making them easy to use with very little or no training at all. The modules include: Leads, Contacts, Calls, Meetings, Tasks, Notes, Calendar, Opportunities, Products, Reports, Quotes, and Invoices.
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.
No. Simply forward your lines whenever you need us, and we'll take it from there.
We're happy to give you a local or toll-free number to advertise however you wish.
Not at all! You're free to change at any time. We work with your schedule, not vice versa.
We can patch calls wherever you like, be it the phone in your living room or your on call's cell.
You can log into the online web portal to check your usage at any time! Check under the Reports tab to find out how many minutes you've used. You can also call or email us to check any details related to your plan.
Every live answer plan comes with a suite of business tools including: appointment setting, CRM integration, and more.
Once you have your account approved, you will be able to download and activate BostelCRM app on your mobile device and get access to your messages wherever you are.
You can e-mail Client Services at This email address is being protected from spambots. You need JavaScript enabled to view it. . Please include your Account Number.
Our Customer Relationship Management system recognizes the dedicated number we assign to you and routes that call to the appropriate team skillset. The Business Support Associate answering the call then focuses 100% of his or her attention on your account and the client calling.
That depends on how many calls you receive and how long each call lasts. We charge most of our clients on a usage (or per minute) basis. Our Sales or Account Executive team works with you to estimate how many minutes you will use based on the number of calls you receive each day and how long we need to spend working for each average interaction. We then recommend an appropriate monthly plan. We also have a dedicated staffing option for those accounts that need staff exclusively assigned to work on their account. Billing works differently for dedicated staff.
Usage charges are calculated and billed on a calendar month basis, based upon In-call minute usage. You don't have to pay for 24 hour staffing, you only pay for customer time when the calls are answered by our system to the time we finish work on your behalf.
You simply fill out a service agreement and we have you up and running in just a couple days.
During account interview, our Client Services team follows our pre-customized block script and asks many questions about your business during account set-up that we input into our Customer Relationship Management system that is stored on our internal databases. Every Business Support Associate will be able to see that information when he or she answers a call for you. Additionally, we hire and train multiple industry-specific customer care teams that deliver an extra level of expertise for our customers.
If you need us to create a complicated script, we may charge an additional fee for it.
Yes! Any calls related to your business will be answered using your own business name, as well as the language to be used, following all script defined upon creating your account.
Bostel auto attendant will answer the calls according to what we have under your account information, which is defined upon subscribing to our services. During your account setup process, we ask you how you want our Bostel agents to handle the calls; English or Spanish. Then, we assign you a number that then rings right through to Bostel Communications' Network Operations Center (NOC). Or, you call forward your existing local telephone number to a telephone number we assign to you.
Bostel offers a free auto attendant system for our Media Answer Services clients. The attendant is designed to handle your calls in the language of choice than directs your clients and or prospects to English or Spanish speaking agents. The settings are based on all accrued information provided by you during your account interview and configured on our systems.