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What is a CRM System

In this age of technology, CRM has become a familiar term. A CRM system is a great tool for managing operations and boosting sales productivity. It brings together client’s data, partners, and agency in a single tool. It offers the centre of organization that stores and manages the data, interactions, and finance.

What are the problems a CRM system can solve?

Unorganized clients’ data and unanswered customer inquiries can make you lose your clients. That means, it can reduce the credibility of your company. In such a case, CRM is a blessing for you. It can remove a lot of those challenges. It may even make it easier for you to solve new challenges as your organization grows.

Here are some of the benefits of a CRM system.

Benefits of a CRM system

Data Management

Firstly, it is not affordable to lose even a single client just because of an unanswered response or misplaced information. For that, you need an integrated system that allows you store and manage information in one place.

The first thing that a CRM system will help your business is by centralizing all your data. You can effortlessly manage your leads and handle all your work matters.


The success of a business depends upon how the experience of its client and how its clients feel valued. You can actually automate a few things through your CRM system that will just effortlessly add value to your client experience. And, you can make sure you never miss an important task that will increase your credibility.

As an illustration, you can get automated emails for clients’ birthdays, VISA expiry reminders, application updates, leads in the queue, invoice due dates, and many others.

Marketing Funnel

From prospect to conversion, ensure that you are nurturing every relationship at each stage. In other words, you can have an organized channel through your CRM system.

Generate lead forms using online forms from the website, social media, referrers, sub-agents, or simply anywhere. It’s important to know what your leads are interested in and convert them by sending quotations directly from your system.

Furthermore, you can bring your team in a single system and assign them to the application process. To add on, you can track the client’s journey at every stage to quickly grasp what is happening. You can follow up with them with the services they are interested in to minimize client turnover.

Financial control

A missed invoice can be a reason to lose your commission. You have to manually go through all your receipts and flip through the files.

In order to save your time and energy for something more significant, a single CRM can record and manage your financial data. Another key point is that you can easily maintain a proper record of payables and receivables with the referrer. Schedule a due date for an invoice in the specific application stage to be reminded of income collection. All above, you can connect a client profile to their respective invoices and email them the invoice from the system.

Business Reporting

Advanced business reporting can help you in making a business decision. For example, it locates the problems, monitors your progress, and helps you set targets for your agency. In today’s neck and neck competitive market, you know how much it can cost you if you cannot stay updated.

You need to get detailed information on in-progress, discontinued, and completed applications. You need to prepare reports of paid/unpaid invoices with all the valuable information and revenue reports. On the top, you need all these in one place organized and updated, for future analysis.

If a system can do it for you, what else can be better than that?


For all your business management needs, Agentcis is an all-in-one CRM platform. It has helped many businesses acquire their customers better, manage and unleash their growth potential. Don’t go for the words, get a 14-day trial for free today.

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