Customer Relationship Management Software | PATRON CRM

Assign campaigns to specific team members, ensuring clear responsibility and collaboration.

Include sponsor details or partnership information to leverage joint marketing efforts.

Store all creative assets, marketing collateral, and relevant URLs in one place for seamless access and coordination.

Run campaigns across email, social media, direct mail, and more with tailored tracking options.

Define campaign details such as start date, target audience, and expected close date, ensuring every campaign is tailored to your needs.

Track expected versus actual budgets, sales counts, responses, and ROI to gauge campaign effectiveness.

Monitor campaigns in real time with statuses like Draft, Scheduled, Running, Ongoing, Completed, Paused, Cancelled, and Failed.

Use keywords/tags, product details, and campaign types to manage the campaign more effectively.

Capture all essential lead information, including name, birth date, assigned team member, lead owner, and capture date within the customer relationship management system.

Monitor lead progress with statuses such as New, Attempt to Contact, Contacted, Junk Lead, Qualified, Unqualified, Lost, Hot, Warm, and Cold through customer relationship management.

Evaluate leads based on interest level, engagement, and fit with the product or service using a rating/scoring system integrated with customer relationship management.

Record job titles, company names, websites, and employee numbers within the customer relationship management system for better context and B2B engagement.

Record job titles, company names, websites, and employee numbers within the customer relationship management system for better context and B2B engagement.

Schedule and monitor follow-up dates using customer relationship management to ensure timely communication and increase lead conversion chances.

Specify which product or service the lead is interested in, allowing targeted follow-ups and personalized offers through customer relationship management.

Capture complete address information, including street, city, zip code, state, and country for precise targeting within customer relationship management.

Track social details like LinkedIn, Facebook, Twitter, and Skype using customer relationship management to gain deeper insights into lead behavior and engagement channels.

Maintain consistency across modules by recording lead-specific observations, interactions, or insights within the customer relationship management system.

Capture essential details like first name, last name, phone, mobile, email, job title, and assigned team member, ensuring a complete profile for each contact through customer relationship management.

Use profile images to create a personalized touch for each contact within the customer relationship management platform, helping your team easily recognize and remember them.

Define the nature of your relationship (e.g., customer, partner, vendor) within the customer relationship management system to categorize and personalize communication strategies.

Specify if the contact prefers communication via phone, email, or other means, ensuring the best customer relationship management engagement approach.

Keep track of when you last communicated with each contact using the customer relationship management system, helping maintain regular and meaningful interactions.

Schedule and monitor the next follow-up date within the customer relationship management system to ensure consistent communication and engagement with your contacts.

Include social profiles such as LinkedIn, Facebook, and Twitter to gain a comprehensive understanding of your contact’s online presence through customer relationship management.

Maintain a centralized area within the customer relationship management system for storing additional observations, interactions, and insights about each contact for personalized engagement.

Store complete address details, including street, city, zip code, state, and country, for accurate location-based tracking in your customer relationship management system.

Use tags in the customer relationship management platform for categorizing contacts based on characteristics, interactions, or segmentation, allowing quick searching and filtering.

Record the assistant’s name and phone number in the customer relationship management system to facilitate smooth communication with contacts who have personal assistants.

Include fields like the company name, website, and industry in the customer relationship management platform to capture business-related information and build a stronger B2B relationship.

Record the preferred language of each contact in the customer relationship management system to tailor communication effectively.

Include personal, professional, or company website details within the customer relationship management system for quick reference.

Track contact engagement using statuses like Active, Inactive, Do Not Contact, Customer, Prospect, and Lost.

Record essential details like Account Name, Tax Number, Website, Annual Revenue, Employees, and Account Number for a thorough account overview using customer relationship management.

Categorize accounts by type such as Analyst, Competitor, Customer, Distributor, Investor, Reseller, Supplier, Vendor, Partner, Integrator, or Other to manage diverse business relationships effectively through customer relationship management.

Identify the industry each account belongs to, such as Service Provider, Manufacturing, Technology, Real Estate, Retail, and more, with customer relationship management to better understand their market segment.

Monitor financial details like Payment Conditions, Payment Currency, and Tax Numbers for effective billing and financial management using customer relationship management.

Maintain all contact details, including phone, email, fax, and Skype ID through customer relationship management, ensuring accurate communication channels for each account.

Link a primary contact to each account for quick reference using an integrated customer relationship management dropdown populated with contacts.

Assign account management responsibility to a specific person or team through customer relationship management to ensure effective and consistent engagement.

Manage payment statuses with options like Overdue, Partial Payment, Disputed, Refunded, and Bad Debt through customer relationship management for better financial oversight.

Capture complete address details, including street, city, zip code, state, and country within customer relationship management for accurate location tracking and correspondence.

Create and manage detailed quotations using customer relationship management with essential information, including quote name, assigned team members, and associated deals or contacts.

Include precise amount, tax, delivery cost, and discount information through customer relationship management to ensure transparent and accurate pricing for your customers.

Set a “Valid Until” date within the customer relationship management system to ensure quotes have a defined expiration, creating urgency and helping to manage sales timelines effectively.

Monitor financial details like Payment Conditions, Payment Currency, and Tax Numbers for effective billing and financial management using customer relationship management.

Include carrier information and shipping details in your customer relationship management platform to provide customers with a complete picture of their order.

Include carrier information and shipping details in your customer relationship management platform to provide customers with a complete picture of their order.

Add products or services with required fields like unit cost, quantity, and currency within the customer relationship management system to generate precise quotations.

Easily manage tax rates, select appropriate currency, and calculate costs for different regions through customer relationship management, ensuring compliance and clarity.

Capture detailed address information using customer relationship management for accurate shipping, delivery, and billing.

Include additional remarks, terms, or instructions within the customer relationship management platform, making sure all specifics are communicated to the customer.

Automatically calculate applicable taxes based on product/service, location, or predefined tax rates using customer relationship management, ensuring accurate and compliant pricing.

Handle quotations in various currencies through customer relationship management to accommodate international clients, providing them with accurate pricing in their preferred currency.

Include specific delivery costs using customer relationship management to provide customers with a complete understanding of total expenses, avoiding unexpected charges.

Monitor financial details like Payment Conditions, Payment Currency, and Tax Numbers for effective billing and financial management using customer relationship management.

Manage key invoice information such as Invoice Number, Customer Number, Invoice Date, Due Date, Assigned Representative, and Payment Bank Account using customer relationship management for accurate tracking.

Easily handle recurring invoices through customer relationship management, with options to set frequency, period, and recipient, simplifying billing for ongoing services.

Include all necessary company information, such as address, tax number, and contact details, through customer relationship management to ensure compliance and professionalism.

Record both billing and shipping addresses separately in customer relationship management for accurate invoicing, with fields for complete address details and tax numbers.

Clearly define payment terms, conditions, and any special notes through customer relationship management, helping to set expectations and avoid misunderstandings.

Accurately calculate taxes and apply discounts directly on the invoice through customer relationship management, ensuring transparent and accurate final billing amounts.

Monitor the progress of each invoice using customer relationship management with statuses such as Draft, Sent, Paid, Partially Paid, Overdue, and Cancelled for better tracking and management.

Capture all essential order details, including Order Number, Customer Number, Carrier, Assigned Representative, and status through customer relationship management, ensuring efficient management from start to finish.

Record separate billing and shipping addresses in customer relationship management, ensuring accurate delivery and invoicing for each order.

Include detailed information for each product or service in the order, such as unit cost, quantity, and currency using customer relationship management for precise order fulfillment.

Manage taxes, discounts, delivery costs, and currency settings through customer relationship management for transparent pricing, accommodating both local and international orders.

Collect detailed feedback using customer relationship management with sections like Title, Product, Contact, and Language options, ensuring each testimonial is complete and informative.

Capture personal and professional benefits, goals, and life changes experienced by your clients using customer relationship management to offer a deep understanding of how your solutions have helped them.

Include aspects like what customers liked most and least, a grading system, and Net Promoter Score (NPS) through customer relationship management to measure satisfaction and willingness to recommend.

Allow customers to upload video testimonials through customer relationship management, making the feedback more engaging and credible.

Capture key details such as call date, duration, direction (inbound/outbound), and subject to maintain a complete record of all interactions.

Link calls to specific contacts, leads, accounts, or deals to create a clear communication history within your CRM.

Assign call logs to specific team members, ensuring accountability and clear follow-up actions.

Monitor the progress of each call with statuses like Scheduled, Completed, Follow-up Needed, or Canceled for better tracking and management.

Capture all essential information, including the requester’s name, organization, phone number, email, and preferred contact method, ensuring no detail is missed.

Schedule the preferred contact date and next follow-up date to ensure timely communication and avoid missed opportunities.

Record the purpose or reason for the contact, helping your team understand the nature of the inquiry and respond accordingly.

Assign contact requests to specific team members, ensuring that each inquiry is managed efficiently and followed up in a timely manner.

Record all necessary details such as payment name, date, amount, currency, and payment method, ensuring accurate financial records.

Use the income checkbox to classify payments as either income or expenses, providing a clear picture of your cash flow.

Monitor the status of each payment, such as Pending, Completed, Failed, or Canceled, for effective financial management.

Categorize payments into different groups (e.g., Rent, Utilities, Sales, Services) for better organization and reporting.

Specify the payment method (e.g., Bank Transfer, Credit Card, Cash, PayPal) to maintain accurate transaction records.

Assign payments to specific team members, ensuring clear accountability and follow-up.

Include additional information, instructions, or comments related to each payment for comprehensive record-keeping.

Record all necessary details such as payment name, date, amount, currency, and payment method, ensuring accurate financial records.

Monitor the status of each document, whether it’s Draft, In Review, Approved, or Archived, to keep track of its lifecycle.

Categorize documents based on type (e.g., Contract, Invoice, Report, Presentation) and category (e.g., Legal, Financial, Marketing), enabling structured organization.

Assign documents to specific team members for accountability and streamlined collaboration.