GotoBilling’s Customer Relations Management Module (CRM) is a comprehensive way to manage your customers -- including potential customers -- for long-lasting and profitable relationships.

 

Stay Connected

Access your data from any computer with internet access and keep your sales and service teams connected in real time. CRM helps you convert more leads to customers and drive more customer referrals with improved service response.

 

Privacy
GoToBilling CRM is organized in a hierarchical structure. This means that your lowest level sales person has access to only their stuff. They can't see data for anyone in the organization higher than themselves.

 

Customer Service
Trouble tickets let anyone record a customer issue and immediately route it to the correct person.

 

Campaigns
Campaigns let you track which marketing campaign or advertisement is the most effective. Name and describe your campaign. Then as leads come in, tag the campaign to the contact. It's that easy.

 

Reports
Information is key to understanding the next move for your business. With our CRM, you can generate an unlimited number of reports. Pick from pre-formatted reports or create your own custom reports. View reports as charts or forms; print or export.
Spectrum’s clients who utilize this powerful tool report higher profits; lower costs to attract and retain customers; greater customer loyalty; and smoother, more streamlined workflows.

• More timely and targeted customer services
• Increased per-customer revenues
• Greater cross-sell and up-sell success
• Shorter sales cycles
• Improved sales forecasting
• Fewer customer problems
• Better-informed marketing decisions