So that you can get rid of the spreadsheet mess
Many of our clients used to face these issues every day — they no longer do. And you?
Why choose ForestCRM?
No setup required
Salespeople like to use it
You can input all fields through voice recognition: it's hands-free and fun.
But of course you can always type as well.
References and success stories
The largest industrial community of our CRM for small business is the Green Energy Sector. Why? Because their product is relatively high valued, the sales process is quite long and communication intensive.
In the HVAC sector there are usually several parallel smaller leads. ForestCRM solves their customer management issues, gives an overview of the sales process and the status of the installations.
ForestCRM is used in many other industries where the personal communication is present in the sales process. Some examples: catering services, recycling, media agencies, wholesale.
Never lose a lead! The system support the sales process from the lead appearing to the end of contracting phase.
You can track and delegate your tasks easily. Always fulfill your promise to your customer.
You can find all necessary sales information in one place: proposals, contracts, emails, contacts' name, telephone, address etc..
You can see your tasks in Google or Outlook calendars.
It is a really simple application: you can learn it within an hour, your sales reps can use it as a breeze.
All client info is accessible on the go — during a client negotiation or in your car.
Key Performance Indicators Generated Automatically
What is the weekly results of the year on the different areas: contracts, proposals, meetings?
Set up plans and the system track automatically. You can measure number of telephones (e.g. cold call), meetings, proposals, contracts.
What is the efficiency of your team or your sales reps? How do leads convert to proposals and to contracts? What is the reason when turned down?
Which customers should be in our focus? Which 20% generates the 80% of total revenue?
Who should we target with other products?