A no becomes a call-back
Mark the offer as lost, pick the reason and when to get back in touch: in 1, 3, 6 or 12 months. The task creates itself.
Customer relationships
Every customer, with their history and the next step
Contacts and companies with everything you have said to each other: notes, emails, calls, meetings and to-dos. Every morning you know who to call back, a prospect who did not sign comes back when you decide, and a contract about to end reopens the deal a month ahead.
CRM · To do
Call back Mark Ferris · Ferris Works
Call · today at 3:00 pm
Renewal – Gale Studio
Contract ends on 12 December
Reach out to Riviera Hotel
Offer lost in May · reason: price
The problem
Relationships get lost between inboxes and memory
Calls on a phone, emails in whoever wrote them’s inbox, notes on a sheet: a customer’s history lives nowhere.
A “let’s talk in September” lives only in the memory of whoever said it, and in September nobody calls.
An unsigned offer gets archived. Six months later the budget and the people have changed, but nobody remembers.
The contract ends and you notice when the customer has already picked another supplier.
The result
Customers called back late, offers never picked up again, and renewals lost without even a conversation.
What it does
The whole relationship, from the first note to the renewal
Open tasks and meetings grouped into overdue, today, this week and later: yours or the whole team’s. The ones due today also arrive as a notification.
Every person with role, phone, company and where things stand; every company with its people, its deals and its phase: customer, open deal or lost.
Log every touch in one click, with date and time. What you write on a person also shows on their company and on their open deal, with who wrote it and when.
When you mark an offer as lost you pick the reason and when to reach out again: in 1, 3, 6 or 12 months, on a set date or never. The task books itself and the offers not accepted stay in sight.
Mark the deal as won and the company is in Sales’ Customers right away, with its details: the invoice starts there.
On the won deal you set when the contract ends. A month before, the CRM opens the renewal deal by itself, books the task and lets you know.
Inside the app
Take a closer look
To do — today’s and the coming days’ calls, meetings and call-backs.
Side by side
Like HubSpot, and more
What you know from HubSpot
- Linked contacts and companies
- Notes, emails, calls and meetings
- Tasks with due dates and reminders
- Opportunities by stage
- CSV import
- Your tasks or the whole team’s
And more, with VEII
Renewals a month ahead
Set the end date on the won contract: a month before, the CRM opens the renewal opportunity and lets you know.
Signed means customer
A won opportunity puts the company among the Sales customers, ready to invoice; agents update the history with your permissions.
How it works
From first contact to renewal, in four steps
- 1
Gather
Pick the right people from Hunter’s Found, or import your own contacts from a CSV.
- 2
Log
Every call, email, meeting or note goes on the contact in one click, and shows on their company too.
- 3
Follow up
Every morning, To do tells you who to call back today and what has fallen behind.
- 4
Close
Won: the company becomes a customer and the renewal is already set. Lost: you choose when to try again.
VEII, the boost for your company
The CRM sits in the middle, between finding and billing
- HunterHunter finds companies and people; the ones you pick move into the CRM with role, address, company and sources. From a company in the CRM you go back to Hunter to look for more decision makers.
- SalesA contact’s activities land on their open deal. When you mark it won, the company is a Sales customer right away, ready to invoice, and the renewal arrives as a new deal.
- AgentsAn agent reads a contact’s history, adds notes, updates status, owner and next step, and drafts the answer to whoever wrote in.
The cost of waiting
Every week you wait has a price
01What is the difference between the CRM and Hunter?
Hunter finds: it looks for new companies and people, with the source of every fact, and drafts the first message. The CRM keeps: the people you actually work with, their companies, everything you have said and what is left to do. A contact moves from Hunter’s Found to the CRM when you pick it.
02Do I need Hunter to use the CRM?
No. You can import your contacts from a CSV and work in the CRM alone. With Hunter, though, every person arrives with their company already read: sector, website, registry data and sources.
03How is it different from Sales?
The CRM follows people and companies, Sales follows the money: deals, quotes, invoices and payments. The two talk to each other: activities land on the deal, and a won deal creates the customer in Sales.
04Can agents use the CRM?
Yes. An agent reads a contact’s history, adds notes, changes status, owner and next step, and helps you answer whoever wrote in, with the same permissions you have.
05How much does the CRM cost?
Today the CRM is included in every VEII workspace. It switches on and off together with Hunter in Settings → Apps: switching it off hides it but deletes nothing, and when you switch it back on your contacts, companies and activities are as you left them.