Having a bucket for every contact-puts you in control.

The CRM Machine completes the cycle of the Selling and Customer Service Machines.
You have a system to manage every contact in your database. Track customers beyond the sales process through the project stages and on to service and perhaps dormant. Easily run a report of "Neglected contacts".

Some companies get excited about how many records they have in their database. But most companies have no way of grabbing that data to analyze or do anything with it.

The CRM Machine helps you easily categorize all your contacts. By putting them in "stages" or "buckets" you can easily target a segment of your data to take action. Get information from a report, send a letter, print labels, send targeted e-mails, etc.

Continue the process beyond sales

Your Business Funnel provides graphic evidence of where you business stands. How many contacts are out of the sales funnel and into the project stage. Pinpoint dormant customers. The CRM Machine actually keeps track of how long customers have gone untouched and categorizes them for you.

Easily pinpoint "Neglected Contacts". With this new report you just enter the number of days since your last contact.  The report tells you by sales rep the names, phones, stages, number of days since last touch, last contact date and the date of any scheduled follow up calls.