Service and Manufacturing CRM
Some clients in the Service & Manufacturing sectors who use MindaClient
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
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
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
Stock Management
• Supplier and stock item management
• Set up your own stock categories
• Reorder levels and reorder quantities
• Search by category and stock item
• Order stock and receive stock
• Email orders to suppliers
• Report on stock running low
• Assign stock using barcode scanning
• Stock level report
• Stock movement report
• Stock financial report
