Get Organised With A Powerful CRM Software For Small Business To Empower Your Sales

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What is CRM Software for a Small Business?

A CRM for a small business is a robust tool that allows you to create stronger customer relationships and declutter your sales process and interactions. CRM systems provide small businesses with more than just basic contact management. It gives you a full set of customer data in one place, automates follow-ups and gives clarity into your sales pipeline.

Our CRM comes integrated with a wide range of capabilities to make it easier for you to improve your customer experience with your brand. Envertis offers the best CRM for a small business that segments all the contacts, tracks interactions over the phone, email, or chat, schedules emails, automates your sales tasks, and offers more functionalities to step up your sales game and grow your small business to another level.

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Odoo ERP Implementation
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Optimise Customer Management With the Best CRM Software for Small Business

A simple yet powerful CRM for small businesses, specially customised to help your business manage customer interactions effortlessly. At Envertis, we understand the everyday challenges faced by small businesses, limited resources, lean teams, growing customer bases, and the constant pressure to stay competitive. That’s why we’ve designed a solution that works for you, not the other way around.

Our CRM is a full-service solution for small businesses requiring everything from lead generation to post-sale processes. Our CRM is the best CRM for small businesses because it combines all the components required to manage every aspect of client interaction into a single, user-friendly dashboard. You will have complete visibility into the sales funnel and be able to assign tasks, automate follow-ups, and track performance in real time. Spreadsheets and expensive, disorganised tools are no longer necessary for you.

Develop lasting relationships with customers, foster prospects, and convert leads to promote sustainable development and repeat business. Use our CRM for small businesses with one simple interface to manage every connection, deliver tailored experiences, and close more deals. Our CRM frees up salespeople to focus on what matters: building deep connections and converting opportunities through sophisticated automation, accurate lead scoring and data, and integration with real-time data.

Regardless of whether you are in retail, professional services, eCommerce, or a growing startup, our CRM is flexible enough to adapt to your business workflows, sales process, and communication needs. No two small businesses operate the same; that’s why you can build what works for your business in our truly flexible platform. You can customise features, fields, and automation based on what is important to your business. With the best CRM for a small business, you can manage leads, automate repetitive processes, improve follow-ups, and customise customer communications, all from one simple platform.

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Odoo ERP Implementation Services Backed by Expert Strategy

Understanding Requirements

Evaluating the pain points and identifying the right solution are key to a successful Odoo Implementation, ensuring improved functionality and enhanced productivity.

Agile methodology

We value your time. That’s why we use Agile Methodology for a seamless Odoo ERP Implementation process.

  • Requirement Research
  • Assessment
  • Project Planning
  • Business Modelling
  • Solution Design
  • ERP Deployment and Run

Data Transfer

Once the configuration and implementation process is done, data transfer from the old system to the newly implemented one is done following a systematic manner to avoid data loss or data redundancy.

Training

A well-devised plan of training makes it easier for the organisational users to get accustomed to the newly integrated system.

Elevate customer relationships with the best CRM for small business. Contact us today for a free consultation.

Envertis - Your Partner for CRM For Small Business, Delivering Legitimate Outcomes!

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Why Choose Our CRM For Small Businesses?

Envertis’s CRM is one of a kind, not merely another feature-rich version of a flagship edition, like so many other CRM for small businesses and tools in the market. Considering your business process, our consultation services are at the core and apparent in its every aspect, including CRM customisation plans, features, and pricing. Our CRM can be designed to meet the specific needs of your organisation.

Our CRM is one such sales management tool that organises every sales process, starting from lead tracking to quotation creation, automated sales order generation and more. All information of the lead stage is recorded in a centralised database with complete information on the various sales tracking activities and follow-up events. This organised system of sales process tracking and targeted campaigning helps in streamlining the overall sales process.

Envertis CRM provides a cloud-based centralised database which can record and track all information on clients and prospect leads. Information like demographic background, personal preferences, interested product details, and more. You can access all this information at any time using various access-based user logins. Other information, like quotation details on an ongoing sales deal, sales orders sent to clients, or payment stages of various deals, etc, can be quickly fetched from this centralised repository.

Envertis provides enquiry tracking and lead management facilities where the CRM for small businesses can be integrated with various third-party vendors to track and record various leads on different modes of communication, social media websites and other sources. All information on these leads is recorded and used for further filtration and nurturing of these prospects for more efficient sales closures.

Efficient customer care services are one of the key highlights of Envertis CRM. As the best CRM for a small business, Envertis CRM goes beyond basic customer tracking. It allows your team to effectively manage enquiries, promptly address issues, and provide an exceptional customer experience at all times. Integrated after-sales assistance functions allow your business to track disputes, manage complaints, and keep client retention levels high.

Odoo Implementation with Envertis: The Best Choice for Your Business

Years of Experience

As a certified Odoo Implementation Company in Australia, we have a strong legacy in Odoo ERP Implementation with countless successful ERP software projects completed over the years.

Extensive Development Services

Get end-to-end Odoo Implementation Services, from system analysis to planning and execution, with our expert team. We ensure continuous maintenance and support, keeping your ERP system updated and optimised for peak performance.

24/7 Communication

Experience complete project visibility with constant access to our developers via Skype, email, or phone. Our Odoo ERP Implementation Services ensure seamless communication at every stage.

Worldwide services

With 17 years of expertise, we have been delivering Odoo ERP Implementation Services and bespoke solutions globally. Operating from Australia, India, and the USA, we provide expert Odoo Implementation Services tailored to diverse business needs.

Customised Solutions for Diverse Industries

We craft tailored Odoo ERP Implementation solutions to fit the unique needs of different industries, ensuring seamless integration and business success.

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Odoo ERP Implementation

Odoo Implementation with Envertis: The Best Choice for Your Business

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Years of Experience

As a certified Odoo Implementation Company in Australia, we have a strong legacy in Odoo ERP Implementation with countless successful ERP software projects completed over the years.

Extensive Development Services

Get end-to-end Odoo Implementation Services, from system analysis to planning and execution, with our expert team. We ensure continuous maintenance and support, keeping your ERP system updated and optimised for peak performance.

24/7 Communication

Experience complete project visibility with constant access to our developers via Skype, email, or phone. Our Odoo ERP Implementation Services ensure seamless communication at every stage.

Worldwide services

With 17 years of expertise, we have been delivering Odoo ERP Implementation Services and bespoke solutions globally. Operating from Australia, India, and the USA, we provide expert Odoo Implementation Services tailored to diverse business needs.

Customised Solutions for Diverse Industries

We craft tailored Odoo ERP Implementation solutions to fit the unique needs of different industries, ensuring seamless integration and business success.

What Clients Are Saying About Us

Odoo family of applications works seamlessly together to give you the ability to manage, automate, & track everything - online, centralised, accessible with any device & from anywhere.

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Troy Hughes
In late 2021 we engaged Envertis to create and customize a transition from Myob to Odoo for start date Jan 1 2022 We moved from multiple pieces of software (all of which did not talk to one another), to a single system which manages; emails, sales, inventory, production, scheduling, phones and accounting It was a process, but well worth the investment of time, energy and money The customizations created by Envertis have helped eliminate pain points and wastage and we are very happy with the result We are looking forward to integrating the website and marketing modules in 2023
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Marc Peeters
General Manager of the Vending Division Sodexo
We replaced 14 different applications and increased revenues by 10% overnight.
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Giovanni Farisetli
Chief Technology Officer
Odoo is helping us manage production workflows that would have not been possible using our old system. Unless we were doubling the people working in the office. Odoo forced us to give our Company a better structure, defining processes that will help Elton Group to keep up with the growth of the business
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Harry Haggarty
General Manager of the Haggarty Group Old Pty Ltd
I'm thrilled to express deep gratitude for the outstanding service and expertise from Envertis and Hemant during our Odoo v15 implementation. Their profound understanding, technical excellence, and commitment ensured a transformative and successful project. We highly recommend them. Thanks for your exceptional efforts and professionalism. We look forward to our continued partnership.
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Frequently Asked Questions

In short, a CRM is a software with a user-friendly interface that allows businesses to effectively manage their relationships with leads and customers. It serves as client tracking software, helping you monitor all communications and nurture relationships.

Our CRM has over 100+ features related to lead management, customer retention, improving customer service, data centralisation, sales growth, campaign management, team management, task management, and customer acquisition.

As the best CRM for a small business, we really appreciate how important it is to keep your customer data secure, accessible, and in your control without adding any complexity. Our CRM software comes with security, including encryption and regular storage backups, as part of our commitment to ensure your sensitive business and personal information is always secure. Depending on your selected subscription plan, these features may depend on the plan you select; however, regardless every user among all our plans will have a foundation for 100% encrypted data storage, which offers peace of mind from your first day with us.

Definitely! Our CRM software is completely mobile-friendly. Whether it’s on a desktop computer, tablet or mobile browser, our web-based software can be accessed from any device. With the ability to access your information from any device, your team will be able to manage leads, monitor customer interactions and see real-time data from any location at any time. Envertis CRM software is one of the best CRM for small businesses, which has been designed to keep your business connected, responsive and efficient wherever work takes you. Do not leave your customers waiting and seize every opportunity, even when out of the workplace.

Our CRM is one of the best platforms to effectively manage your customers and employees. This one tool can help you impress your customers with the best services and boost employees’ productivity with a click. Using the Envertis CRM solution, you can:

  • Build better relationships with your customers
  • Increase your team’s productivity
  • Sync all your data in one place
  • Increase customer retention
  • Anticipate customer needs

As part of the best CRM for a small business, we understand the importance of fast, dependable assistance to keep your operations running smoothly. We provide around-the-clock customer service to all our clients. Whether you need a personalised demo for your team, guidance during setup, or urgent help resolving a system issue, our dedicated support team is always just a call or message away.

Yes, you will be able to export your existing data from your current software in a compatible format (such as CSV or Excel) and then import it into Envertis CRM for small business. However, it’s important to note that the structure and format of your data needs to be mapped or converted to fit the requirements of our CRM software.

Spreadsheets may help you record data, but they fall short when it comes to managing dynamic customer relationships. By choosing our best CRM for small businesses, you gain more than just storage; you unlock powerful tools that track the status of every client and lead in real time, all within a centralised platform. With our CRM software, you can automate routine tasks like follow-ups, meeting reminders, and email sequences, something spreadsheets simply can’t do.