Why use a CRM?

Find out why a CRM is an essential tool for effective customer management and how it can improve your business performance.

Regardless of your industry, the one universal rule is you need customers to sustain. B2B, B2C, real estate, government, theme parks, and everyone in between needs customers to maintain and grow their presence.

With customers come management. When your business starts growing and you have hundreds – if not thousands – of customers in your books, you need a system to help you easily manage these customers. A CRM is that system.

With a CRM, you can easily manage your relationship with customers without the need for dozens of spreadsheets. In a CRM you assign account managers to each customer and send notifications to those managers if there's anything to resolve regarding your customer.

Popular CRMs include HubSpot, ClickUp, and Salesforce – and each can help you stay on top of customer management. But have you heard of a tool called an xRM?

An xRM is a CRM and more. Instead of just a Customer Relationship Manager, an xRM is an Any Relationship Manager. The 'x' stands for anything you need it to. A good xRM will be the only company tool you need to manage everything from finances to human resources. Unlike a CRM which lets you manage customer data, support tickets, and other things related to your customers, an xRM is a fully customisable tool that adjusts according to what you need to manage.

Flex

Serviceform's Flex xRM is a fully flexible, all-in-one management tool that helps you manage leads, sales, tasks, and even billing. It's a unique combination of spaces, filters, and fully customisable fields that gives you an unparalleled playground to manage any and all projects.

Sign up for a free Serviceform account to try Flex xRM for free!

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