Stay On Top Of Each Customer Engagement With McDonald Web Development!
Customer Relations Management
Stay organized with a professional Customer Relations Management system that is easy to customize and use! Working with us also means that you will have access to a state-of-the-art system to track all your customer needs and wants. From billing clients to scheduling appointments months in advance we have you covered!
So, What is CRM?
A CRM or also known as Customer Relations Management is a software system. A CRM is used to track and store valued data for each customer interaction. Whether that is contact information or patient notes for a doctor’s office. CRMs can be very useful to ensure that you and your staff are all organized and on the same page.
Customer Relations Management
Button Compatibility - Implement buttons with all general website formats.
Payment Processing - Using Stripe, Square and PayPal in one easy to use dashboard.
Professional Client Portals - Customizable Client Portals to allow for enhanced marketing, legal documents and messaging.
Professional Employee Portals - Customizable Employee Portals to allow for separate scheduling, services and communication.
An App - Found on both app stores for easy mobile use for You, Employees and Clients.
Legal Documents and Legal E-Signature Features - Functionality to add personalized documents and the ability to have electronic signatures.
Linked QuickBooks Tax Functionality to Automatically Record Your Profits and Debts - QuickBooks tax software that records all transactions and debts. Automatically balancing your books in the background with no extra effort to you. Simply give your accountant it during tax season hassle free.
Texting (SMS) Services and Email Services to Enhance marketing and Reminders for Appointments - Use texting services in app to set reminders for appointments or send out important messages to Clients and Employees. Emails can also be sent to display mass advertising and marketing campaigns.
Coupon Functionality - Ability to create and send out coupons to your clients.
Customizable Dashboard for You and the Clients to Enhance Your Professional Aesthetic - The aesthetic easy to use dashboard can be customized to fit the style of your business. From colors to logos we can implement what makes You, You into the software.
Direct Messaging Features to Communicate on App with Clients and Employees - A Client to Employee messaging portal in app to allow for quick communication all in one place.
Scalable Pricing and Employee Accounts - Friendly pricing plans that scale up as your business does. Ranging from Solo owners all the way to mid/large level organizations.
How Using Us For CRM Can Benefit You & Your Business
CRMs can be very useful especially when utilizing ones that cater specifically to your business needs. They are meant to be in place to make operations run smoother from start to finish. Our professional CRM system is fully versatile and customizable. From tracking payments to even reminding clients of appointments or meetings. Working with McDonald Web Development can open the door to a smoother business model!