CRM Module (Overview)

The CRM Module enables you to track conversations with customers and contacts. It includes a dedicated Leads area where contacts can be entered as Leads and later converted to Customers. This segregation helps avoid clutter in customer listings with lead-type contacts. Additionally, a bulk messaging tool is available for quick and easy communication with a large portion of your customer database simultaneously.

Most system activities automatically generate reminders on the main page for upcoming bookings, overdue returns, expenses, maintenance, etc. General Reminders offer the flexibility to manually set reminders for various activities, such as calling a customer on a specific day. You can add a General Reminder by following the steps outlined in the system.

Learn more about Reminders here: https://docs.hirepos.com/en/articles/2331265

CRM Notes allow you to record messages and conversations with leads and customers. These notes can be added against customers or customer invoices, providing a detailed history of interactions. CRM Notes are visible on the customer or sales record timeline, enhancing transparency and communication within the system.

Learn more about CRM Notes here: https://docs.hirepos.com/en/articles/2331329

HirePOS integrates with online text messaging providers to facilitate efficient SMS communication with customers, contacts, staff, and suppliers.

Read the dedicated article on SMS here: https://docs.hirepos.com/en/articles/2331713

The Bulk Messages feature allows you to send bulk email and SMS messages to customers for reminders, follow-ups, or marketing purposes. Read more here: https://docs.hirepos.com/en/articles/2331841

The Auto-Followups feature allows you to automate the sending of secondary email templates based on specific criteria. By setting up automation criteria for email templates, you can streamline communication processes and ensure timely follow-ups with customers.

Find out more about auto-followups here: https://docs.hirepos.com/en/articles/2332033