CRM & Billing System

The most important goal a business can have is to satisfy it's customers. NewBook CRM is a cutting edge cloud-based system leading the way in technology by incorporating unique and industry enhancing features.

The NewBook CRM provides you with the ability to track and monitor customer information, customise business practices and automate many daily tasks. 

Making the most of the advantages that come with cloud-based technology, NewBook turns them into features which benefit not only the customer but the efficiency of the business itself. This easy to use, customisable and responsive CRM will take your business to the next level.

Lead Management

NewBook CRM gives you a full view of your complete sales process and leads. Seamlessly automate your day-to-day business activities so you can focus on the tasks that matter most. Use your time to find and aquire new business instead of maintaining existing leads.

  • Automated Lead Assignment
  • Follow Up Rules
  • Document/Contract Signing
  • Task Management
  • Quote Management

Client Management

In order to maintain a strong relationship with your clients, NewBook CRM ensures that every interaction you make with them is seamless. Manage your customers accounts completely within NewBook, create Subscriptions based on custom rules and intervals, engage with regular customer satisfaction Surveys and follow up with inbuilt Support Ticketing.

  • Surveys
  • Support Ticketing
  • Subscriptions

Correspondence

Reduce your messy inbox and focus on what matters; Keep customer incoming and outgoing SMS/Email communication inside NewBook CRM. Create custom contact templates and letterheads to be used for standard emails/sms, contracts/documents and targeted email marketing.

  • Automated Email & SMS
  • Contact Templating
  • Outgoing & Inbound Email
  • Email Newsletter Marketing

Labour Management

It is important to manage staff labour within a successful business. NewBook CRM provides a simple yet highly effecient process for creating, billing and reporting staff labour. This simple to use feature will give you and your staff more time to focus on the task at hand.

  • Assign staff
  • Create jobs
  • Attached documents and notes
  • Bill labour
  • Labour Reports and Charts

Commission Management

There is no need for third party plugins as NewBook CRM includes a fully integrated commission tracking system giving you the opportunity to have complete control over your commissions. Commissions can be broken down by departments, individual users or performance tiers which allows you complete control and flexibility over your sales team and lead sources. Once the structure has been set up you will have complete confidence that you can focus on other aspects of your business. 

Marketing Campaigns

No longer will you need to export your data base to a ‘third party’ system in order to run your marketing and promotions. NewBook’s built in marketing agent allows you to create subgroups or target a specific audience with either email or SMS campaigns. With numerous email templates to choose from, you can now build creative, informative and influential sales and promotional letters. 

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