Creating Good Karma with Your Contacts

The current market is extremely competitive. In addition to having to compete with large corporations, small businesses also have to jostle for positions with other small businesses that sell the same products or offer the same services.

This is why it’s crucial for small business owners to build excellent client and customer relations. Word of mouth marketing is essential for small businesses to survive and thrive in the current market. In addition, building great customer relationships can help you get repeat customers as well as new ones.

As your small business grows, however, it can be difficult to manage all of your contacts. To succeed in your business, you need to maintain frequent communication with your suppliers, business partners, and of course, your clients and customers. You also have to keep track of your schedule, your meetings, your business overhead and supplies, and so on. You need to juggle all of these properly to ensure that your business runs smoothly and capably. You don’t want to end up missing an important meeting, or worse, sending out the wrong order to a customer.

So how do you solve this? Well, you could create a spreadsheet and encode all the information there. You can continuously add and subtract to it, and hope that you don’t get confused with all the rows and columns you’ve added. Or you can try a customer relationship management tool. There are currently many customer relationship management tools available in the market. One of the most promising ones is KarmaCRM.

KarmaCRM aims to make your life easier. It’s basically a customer relationship management platform that’s entirely web-based, so you can access it wherever you are, whenever you need it – there’s no need to download anything. It offers a simple and easy-to-use interface to help you manage your contacts and the things you need to do without problem.

What exactly are the things you can do with KarmaCRM?

1. Manage your contacts

KarmaCRM allows you to import contacts from external websites, and customize your contact list so it only includes those relevant to your business. You can add photos, files and tasks to your contacts, so you always know who you’re talking or transacting with. You even have access to a Google map so you can easily see where your contact is located.

You can also assign an urgent, hot or cold status to each lead, so you know whom you need to prioritize, and customize your contact status in the settings.

2. Manage tasks

KarmaCRM helps you easily manage the tasks you need to do, so you don’t forget any important meetings and deadlines. Within the platform, you can place due dates for each task you need to do, so you don’t find yourself rushing when it’s nearing the deadline. You can also set up email and SMS reminders when deadlines are approaching, so you don’t forget anything. How often have you forgotten an urgent task only to be reminded when it’s already due?

You can assign tasks to a contact or a member of your team. This way, they can also be reminded about their deadlines.

3. Create cases

You may occasionally have small or large cases that need to be prioritized. With KarmaCRM, you can create a case, customize its type, status and priority, assign contacts, and add notes and tasks to the case. This makes it easy to manage each case and then close them once they’re finished so you can move onto the next task.

4. Manage your schedule

You can create a calendar of activities in this platform and customize the view according to your preference. You can even import and sync your calendars with your Google account, as the site integrates with many third parties. You can use it to add tasks and events easily and manage your schedule. With KarmaCRM, you won’t have to worry about ever missing a deadline, an important meeting, or an upcoming event.

5. Chat with team members, store and transfer files

Also within the site, you can privately chat with the members of your team and even create unlimited group chat rooms. You can easily see who among your team members are online so you can talk to them about a task or case that’s almost due. Chat transcripts are even saved for future reference.

Files can easily be transferred from one team member to another. You can store your files and presentations so that any of your team members can access them anytime and anywhere, as long as they have an Internet connection.

So why trouble yourself with spreadsheets and other tools when there’s an easier way to manage your contacts and ensure good customer relationships? To create good Karma with your contacts, why not try out KarmaCRM today?