In today's cloud-based world, there's no shortage of off-the-shelf CRM platforms to choose from. These services often come with tons of enticing features, but when it comes to having the flexibility to meet your specific business needs, many fall short of what you might expect.
Fortunately, there are other options, including the ability to build your own CRM using app-building tools like Qrvey. Whether you're just starting out or growing your business, having the right tool that can grow and evolve with you is crucial and that's exactly what application platforms provide. Here are a few of the basic CRM functions that you can quickly build and customize with Qrvey using one of our prebuilt application templates.
Every good CRM starts with a database that includes all of the information you need and nothing that you don't. With Qrvey, you can start with only the fields you want and simply add more as your needs evolve.
Many CRM systems try to lock you into their proprietary platforms, which means they tend not to play nice with other systems. Qrvey's Data Powerhouse can connect to any existing data source from simple spreadsheets, to corporate databases to cloud services. Using services like Zapier.com, Qrvey can also connect to hundreds of other online tools, making integrations a snap.
As your business grows, you won't be able to do everything yourself. Fortunately Qrvey includes a powerful automation platform that can make tasks like following up with prospects or collecting new information something that just happens automatically. If a client doesn't respond, Qrvey can automatically follow-up later to make sure nothing falls through the cracks or gets overlooked.
Sometimes you just want to take a step back and see the big picture. Qrvey includes analytics that allow you to build custom reports, charts, dashboards and metrics so you will always have the information you need at your fingertips. Best of all, these analytics can also use Qrvey's automation platform for scheduling, alerts and notifications so you'lll always be on top of your data in realtime.