Customer Relationship Management

The CRM is used for managing a company’s interactions with customers, clients and other contacts. The system has embedded facilities to organise, automate, and synchronise business processes for marketing, customer service, and support.

Agency, professional and other departments can use the system to provide a coordinated, seamless flow of information throughout the business. This results in improved quality and efficiency, decrease in overall costs, enhanced customer service and attention.

Agency Pilot CRM also provides you with the customer data to allow you to cross-sell and up sell more effectively, close deals, retain current customers and understand who the customer is.

Agency Pilot CRM offers full MS Outlook and Gmail integration to synchronise emails, contacts and appointments.

The calendar integration lets you manage your calendar directly within your Agency Pilot CRM and syncs all events and tasks.

The email integration connects Agency Pilot CRM to your business email, such as Outlook and Gmail, letting you manage your business email directly from within Agency Pilot CRM. This includes sending and receiving emails and creating various email automations like autoresponders and more. Your inbox will sync and update automatically between Agency Pilot CRM and your business email.

Building relationships with customers happens through your conversations and interactions with them. This is why logging each interaction is important. Collectively, these logs provide a comprehensive view of each customer relationship. Typically, only a small amount of information needs to be tracked in Agency Pilot CRM. You generally need to record the following details:

• When the conversation occurred and whether it was an email, meeting or a call.
• The topics discussed.
• Any follow-up steps agreed upon during the interaction.

Agency Pilot CRM allows you to streamline repetitive tasks by creating powerful automations based on defined triggers. Typically, you start by identifying repetitive workflows that can be automated. From there, you’ll set up triggers, such as a new property or enquiry added to your system. Finally, assign an action to the trigger, such as sending an automated onboarding email to the enquiry.

Agency Pilot CRM offers secure document management as a core feature, allowing you to upload, store, organise and manage documents that are important to your wider business. Agency Pilot CRM supports the creation of bespoke email/document templates for many different business areas.

Agency Pilot CRM lets you create a list of tasks, set reminders and track the progress of each task. Tasks can be linked to specific contacts, enquiries or deals within your pipeline and assigned to individuals or teams. They can be viewed as personal to-do lists or team-level tasks.