Where teams gather
to convert leads.

A CRM, Customer Relationship Management, is a software that is as simple as managing your customers on a spreadsheet but better. It's best when customer engagement and customer experience are core to the sales process.

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Top Features

A CRM stores data in a collections folder
Groups your data in collections

A CRM groups your data into collections. It allows everyone in the organisation to contribute in one place. E.g. a collection of customers and another for orders. This helps your support agents locate data faster.

A CRM has Look up relationships
Build relationships via lookups

A CRM creates a link and relationship on your data via lookups. This helps your customer support agents navigate your customer data faster. E.g an order belongs to a customer.

CRM provides a single customer view icon
Gives a 360˚ view of every customer

A CRM automatically updates your Contacts as action and information change or is submitted. This helps your customer support agents avoid re-asking your customer for information every time.

CRM controls access to data
Control access to customer data

A CRM helps you boost data privacy by limiting who has access to critical data and processes. E.g., the debt agent should only have access to overdue accounts.

Assemble your best support desk ever!

CRM Customer Support in KenyaLove hear with a tick
Customer Support

A 360˚ view to best support your customer.

A valued customer does not enjoy listening to 'wait music' as your agents click and search across five different systems.

Embrace your customer data as one.

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One platform, with endless connectivity

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Control access to all your data across your systems

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Make and receive thousands of calls and messages

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Create cases and tickets with escalation rules

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Connect to Facebook and Twitter messaging

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Voice support is available on the top mobile networks in Africa, including Safaricom, Airtel and MTN

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Reports and dashboardsGraph Icon
Dashboard & reports

Less work. More visibility.

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Simple, click and config visual dashboard with on-point reports.

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Easy to build custom reports that make sense for your business.

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Monitor your business and organise all data from a single, intuitive platform.

With the HelloDuty CRM for customer support, you can drive more sales to your business with detailed insights on customer conversions and drop-offs. Get a clear picture of what’s working, and what is not.

Spreadsheet Vs CRM

A spreadsheet is great for one-time projects and if you have less than 10 clients. It cannot however compare to a CRM in tracking complex and dynamic data or automating actions against that data. E.g if a customer pays via M-Pesa, record the payment and send an invoice.

Spreadsheet
CRM like HelloDuty
Data organisation

Data about the customer is stored in a single row, with the likelihood of repeating the customer details.

In a CRM, data is stored in collections based on the category. E.g. In a CRM for customer support, all customers will be held in the Customer Collection.

Data duplication

It's nearly impossible to prevent duplication of data across spreadsheets.

In a CRM, rules are in place to ensure data is never duplicated.

Automation

Very simple automation can be ran. Furthermore, setting up the automation can be a complex task

In a CRM, complex computations and calculations can easily be performed against your data. Once it's set up, it keeps running forever.

Collaboration

Different departments will create new spreasheets for the same purpose.

Everyone with access gets to collaborate on the same CRM data across departments.

Security

Important information like your customers' data, can easily be duplicated, exported and stolen.

 Access rules are in place to prevent unauthorised data access. It's able to keep a log of every interaction.

Tasks & Reminders

No tasks or reminders are available. Users have to manually create them.

In a CRM, automated tasks and reminders help every team member work towards the same goal.

Integrations

Adding integrations to view data on other systems is very complex.

Has the capability to integrate your custom data and databases.

No developer is needed to add your favourite tools and plugins.

Kopokopo
Salesforce
Smile Identity
Ecobank
WhatsApp
M-Pesa
Equity Bank
Google Maps Places
Flutterwave
Slack
Kopokopo
Salesforce
Smile Identity
Ecobank
WhatsApp
M-Pesa
Equity Bank
Google Maps Places
Flutterwave
Slack
Smile Identity
Ecobank
Kopokopo
Equity Bank
Salesforce
WhatsApp
Slack
M-Pesa
Flutterwave
Google Maps Places
Salesforce
Slack
Flutterwave
Google Maps Places
Equity Bank
WhatsApp
Ecobank
Smile Identity
M-Pesa
Kopokopo
WhatsApp
Smile Identity
Slack
Salesforce
M-Pesa
Kopokopo
Google Maps Places
Flutterwave
Equity Bank
Ecobank
WhatsApp
Smile Identity
Slack
Salesforce
M-Pesa
Kopokopo
Google Maps Places
Flutterwave
Equity Bank
Ecobank
Show me all integrations

Relationships that matter.

Plan, engage, and analyse with ease. Transform your customer relationship with an all-in-one platform.

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