0
DAYS
0
HOURS
0
MINS
0
SECS
Over 2.2 million customers use QuickBooks.
Sign up for a free trial!

Happy customers, team & boss? Legrand CRM is here!

By Nora Tucker

1 min read

Imagine a world where there are no more Excel spreadsheets filled with customer data, no more lost emails, and no more misplaced leads. An impossible dream? We say no!

Legrand CRM is a powerful cloud CRM (customer relationship management) tool that helps businesses manage customer data and communications in one place, saving you time, improving your customer service standards and enhancing team productivity.

With Legrand CRM, you can record and have at your fingertips a customer’s full history which allows any team member to quickly respond to an incoming query and, even better, update the file (including a follow-up action of course)! This means great service, and great service means happy customers.

Legrand CRM also offers a range of productivity features, now including integration with Intuit QuickBooks Online which allows for the seamless flow of customer information from one program to another, including invoice and billing history and details. There is the ability to customise user fields with drag & drop too, and an add-in allowing you to view LegrandCRM data in Outlook, create new contacts and transfer emails.

Easily tracking customer engagement is a breeze, along with managing your team’s activities which can be done via Legrand CRM’s sales pipeline, shared calendar and task management.

All of this combined means better customer relationships, a productive team and a less-stressed boss (that’s you!). Now that’s power!

Sign up now for a 30 day free trial here and don’t forget to check out all our other awesome app partners here.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

Related Articles

The key to a winning customer care team

All too often, customers are left disappointed with call centre customer service.…

Read more

How to manage workflow in your practice

Whether you’re attending to your own work or delegating to team members,…

Read more

5 ways to create a collaborative culture - and why it matters

There are lots of ways for organisations to boost morale and promote…

Read more