What is CRM? | Ivy What is CRM? | Ivy

What is CRM?

Any business with an active sales force will understand the problems associated with keeping track of prospects, leads, opportunities, quotes, contracts and the like – not to mention co-ordinating and tracking a team that are often on the road, and rarely in the office.

This is why you need a CRM solution. CRM stands for Customer Relationship Management, and refers to software applications that allow you to do just that. You can manage your company’s relationship with current and potential clients, through contact and follow up schedules, order progression, service and support functions, and the data is available to anyone in your team at any time and in any place.

All this is possible, and ensures that you maintain the very best relationships that will help your business to flourish.

CRM applications are flexible, integrated, central databases of all your current, past, future and potential customers – secure cloud technology allows access to this information by anyone (with the correct security permissions), anywhere and on any device that has an internet connection – PC, laptop, tablet or smartphone. As soon as a member of your team has new information and updates a contact’s record within the CRM system that information is immediately available to everyone else in the team.

No more surprises, no more duplicated effort, and no more embarrassing blunders.

Once you begin to use a CRM system you will wonder how you ever managed without one.

Here at Ivy we also have the know-how to integrate your CRM system with, for example, your accounting software – so orders or job sheets can be converted to invoices at the click of a button – no paper-trail to lose, and no risk of input errors from manual transcription.


As databases are at the core of CRM systems, they can be adapted very flexibly too. So if your company needs a service or helpdesk function, or to schedule maintenance visits – or even to offer an automatic repeat ordering service – this can all be achieved from the base modules.

We work with both SugarCRM and SuiteCRM; their open source technology coupled with our expertise in this field means that you could have a CRM system specific to your business or industry far more easily than you had previously imagined.

Click here to read more about SuiteCRM.

If you think that a CRM system is just what your business is looking for to get that competitive advantage, call a member of our team on 01908 552900 for an informative and jargon-free discussion about your requirements.

Ivy Ltd helps businesses gain their competitive edge in Milton Keynes, Northampton, Bedford, Luton, Cambridge, Peterborough, Stevenage, Watford, Hemel Hempstead and beyond.


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