Custom CRM Solutions
Our approach to give you confidence
What are the benefits of MindaClient for my company?
- Your productivity maintained in this new work environment. Measure the input and output of your staff working remotely.
- Training provided staff trained on how to maximise CRM and Sales & Marketing in a remote workforce.
- Improved Communications. Secure communication to your staff and your clients.
- Less need for face to face meetings. Allocate work directly to employee's phone using mobile MindaClient.
- Increased Sales. Build back up your pipeline and grow your sales.
- Seamless Customer service provide in Head Office and for Remote workers. Everyone in your company sees the latest contact with every client.
- Reduced carbon footprint. Less paper and digitally sharing documents.
- It could cost you nothing to get set up. Supports are being provided for implementation and training.
Helping companies rebuild their business and adapt to a
new way of working
- MindaClient is an easy to use package that will let you allocate tasks to your staff and monitor their work. You can provide excellent customer care as everyone in the company can see the latest client information in real time. You can grow your sales pipeline using our pipeline builder. We provide excellent support and advice and you have access to a suite of training videos.
- Financial support may be available to implement this new way of doing business. Please check out the features, pricing and potential supports below.
Mind your Staff, Clients & Sales
| STAFF | CLIENTS | SALES |
|---|---|---|
| Allocate work to remote workers | Contact Management | Plan new sales pipelines |
| Monitor staff inputs and staff outputs daily | Schedule future tasks & activities | Analyse past sales & contact previous clients to help plan repeat sales |
| Generate timesheets for recorded work | Automated customer service notifications for clients - Email & SMS | Set sales targets for your team |
| Access to shared documents & policies | Remote workers see latest updates for clients in realtime | Manage your pipeline |
| All staff have latest client information so customer service levels maintained | Client documents can be stored and shared with users | Automated reminders to follow up on sales |
| Keep contact log to facilitate contact tracing | Sales & Marketing campaigns | Run targeted marketing campaigns |
| Shared company diary |
What our existing clients say about us
Lorraine, Cork
Catherine, Navan
Róisín, Athlone
Some clients who use our CRM
Product Features
Clients
• Client profiling
• Customise client dropdown fields
• Client fields you can customise
• Number of clients in your database
• Client Texting
• Client Emailing
Appointments
• Schedule future appointments
• Record past appointments
• Schedule appointments for colleagues
• Reminder to clients about appointments
• Reminder to staff about appointments
• Recurring appointment scheduling
• Appointment & activity tracking
• Activity reporting
• Outstanding activities on dashboard
• Integrated Diary
• Bulk assigning of appointments
Sales Marketing
• Filter your clients for campaigns
• Mailshot by email or SMS
• Schedule follow ups
• Integration with Mailchimp for tailored mailshots
• Set up email signatures for each user
• Pipeline management
• Top 50 clients by turnover
• Analyse lost business
• Conversion rate report
• Pipeline calendar report
• Flag sales as Invoiced and Paid
Reporting
• Client report generator
• Analytics reporting
• Staff activity reporting
• Report on tasks and activities
• Analyse by client and appointment type
• Communication reporting
• Report output to Excel
• Report output to PDF
• Download all reports to excel
Training
• Set up training
• User training
• Administrator training
• Online one to one training
• Webinar training
• Classroom training
• Train the trainer
Data Management
• Merge client facility
• Bulk data updater
• Pre import cleansing of your data
• Initial transfer of your existing data
• Data management work
• Fixed client import facility
Integration
• Integration with Microsoft Excel
• Output to PDF
• Integration with Outlook
• Integration with Mailchimp
• Output to Hotsoft Hotel software
• Links to Google Maps to find clients
Navigation
• Quick search from every screen
• User dashboard
• Tailored for PC, laptop, tablet and smartphone
Invoicing & Payments
• Add in invoices for clients
• Bulk assign invoices for courses for example
• Automatic weekly or monthly set amount invoicing
• Record payments for clients
• Customise payment types and methods
• Invoice & payment reporting
Online Payments
• Integration with Stripe
• Take online payments from your clients
• Let your clients pay their bills online
Custom work
• Customised imports
• Customised reporting
• Your company logo on dashboard
Consultancy
• Set up consultancy support *
• Ongoing consulting support *
User Functionality
• Restrict staff to see their own clients only
• Restrict staff to see their own diary only
• Role permissions
• Task & activity tracking
Communication
• SMS facility available
• Email individual client
• Bulk email clients
• Text individual client
• Bulk text clients
• Schedule automatic reminder to clients for appointments
• Communication reporting
• Email integration - automatic link with Outlook
• Full history of communication with clients
Document Storage
• Upload templates and policies
• Upload documents for clients
• Upload links to dropbox & YouTube etc.
Administration
• Full audit trail helping with compliance
• Access archived content
• Manage your users
• Assign role permissions
• Import clients
User Permissions
• Permission to merge clients
• Permission to view reporting
• Permission to view own and colleagues diaries
• Permission to bulk edit clients
• Permission to view own and colleagues clients
Support
• On screen support
• Email support
• Phone support
• Access to instructional videos
Switching to a new system can be a stressful time for any business. You may have lists of client data in many different spreadsheets that you need to tidy up and get imported to MindaClient. Your staff may need training and hand holding to help the transition to MindaClient. You might want to know how to set up a campaign. You might want us to review your processes to see how MindaClient can improve your business. We have the expertise and experience to ensure that it is done right.
* Ongoing consulting support
We can put together a tailored plan for your business that will ensure you get the best from your MindaClient. We usually arrange a monthly face to face meeting where we can answer questions, upskill the MindaClient administrator, further train your staff and support you as your company grows using MindaClient. So many clients who have been using MindaClient for a period are amazed when we show them the additional features available in MindaClient.
