Client Relations Management (CRM)
EndGame Software Consultants use Podio to uniquely design all-in-one business management programs that can be used for:
OUR PODIO ARCHITECTS
We have been designing Podio architecture for small and medium size businesses since 2014. Each Podio Business Setup includes setting system criteria, action plan development, system customisation, staff training and ongoing technical support.
UNIQUELY DESIGNED SOFTWARE
Built with software that supports data capture and work flow automation, each module of your Podio Business Setup is purpose built to suit your business and is adaptable to changes in your process.
Podio can be used to support almost any process within your business. It can help you manage clients, client information, projects, reoccurring jobs, tasks, time records and accounts. It also integrates with many other 3rd Party platforms to support core business functionality.
THE SALES PIPELINE
Funnel all of your enquiries into our Sales Pipeline to ensure every lead is handled to your highest standard.
Leads receive a subtle digital branding campaign throughout the sales process to maintain their interest in the purchase while creating a relationship with your business.
THE CUSTOMER RELATIONS MODULE
Automatically survey your customer base at whatever interval you want. Survey responses automatically populate with Podio as a Promotor, Passive or Detractor, each of which triggers automation specific to the response. Data received automatically accumulates giving you and up-to-the minute NPS understanding.
THE TEAM MANAGEMENT MODULE
Communicate with your team by sending a team wide Comms, or select individuals or groups. Anyone 'tagged' can communicate and collaborate at one central location.
Professionally manage ongoing assessments, creating then linking training items based on those assessments. All documented in the one place.
THE RECRUITMENT MODULE
New candidates come straight into the system. Employers can manage the interviewing, shortlisting and job offer stage all in one place. The successful candidate is then taken through to On-Boarding, linking up with a Mentor/Senior Team Member to assist the new team member throughout their training process.
THE MARKETING MODULE
Use automated email marketing, Facebook campaigns, project management and campaign management. Have content and photos loaded ready to go, keep copies of previous advertising and communicate with team members.