Manage all your customer data and communications with Legrand CRM. No more Excel spread-sheets, no more lost emails, no more misplaced leads. Your team will be in sync and nothing will fall through the cracks!
With the full customer history at their fingertips your team can quickly respond to any customer query and schedule the appropriate follow-up action. Great service creates happy customers.
For consulting practices — Bookkeepers, Accountants, Engineering consultants — our Workflow functions enable you to schedule Projects/Jobs, manage templates and task lists, record time spent (billable and non-billable), create time sheets and transfer the completed time cards to cloud accounting.
Are your top customers being regularly visited or called? Don't wait for the weekly sales meeting to find out what your sales reps are doing. Easily track customer engagement and manage your team’s activities via the sales pipeline, shared calendar and task management.