7 features to look for in a client tracker app
Blog: Monday Project Management Blog
A client tracker app helps teams organize customer (or client or user) data into one convenient location.
These data include, but are not limited to, contact information, business activity (calls, emails, demos, recordings, text messages, and other communication), sales funnel stage, and so on.
The key is ensuring that all data live in a single “source of truth” location for easy access.
And a client tracker app (sometimes called a customer relationship management — or CRM — tool) is used by many teams across different industries. According to the State of Sales survey report, CRM is among the top tools used by sales teams.
Let’s take a look at the features you should look for in a client tracker and how you can use monday sales CRM to organize and track client data.
TL;DR: CRM systems are here to stay! It’s time to invest.
Key features of a client tracker
Client tracker apps can be used to access client information and track interactions. The best way is to use a tracker that comes with a mobile app, web-based application, and cloud-based storage. This will allow you to access customer data on multiple devices and not be tied to a desktop computer.
There are 7 key features all client tracker apps should include.
Feature #1: Easily accessible
“Easy to access” should be a phrase that applies to every software, every app.
However, when it comes to client tracker apps, being able to recall relevant data with a simple click or tap is essential. After all, a fully functioning CRM is touched by so many teams in an organization — sales, marketing, finance, customer success, and even the C-suite.
A CRM should definitely be viewable and useable (no pinch and zoom!) on all devices.
Cloud-based CRM systems provide your entire organization greater flexibility since all your customer information as well as the sales process and social media calendars and email marketing campaigns are accessible from any computer or device.
monday.com’s CRM boards empower teams to evaluate any sales pipeline or customer service strategy in real-time, in one location.
Feature #2: Automated workflow
If you are not automating most, if not all of your workflow processes in 2023 … well, you are doing it wrong.
Your client tracker should help you save time on manual to-dos. Tasks such as client data entering, lead qualification, and reporting can be automated.
In monday sales CRM, we call these automations “recipes” — pre-defined combinations of triggers (event you choose which sets the automation into motion) and actions (what occurs as a result of that trigger). This means you can create custom automation on your CRM.
An automated workflow for a CRM could include:
- Moving prospects to new stages
- Triggering follow-up emails
- Moving items from one board to another
- Notifying an account manager when a customer is up for renewal
- Emailing a sales manager when a prospect hasn’t been contacted recently
The list is endless.
They’ll save you time, money, and reduce stress!
Feature #3: Integrate with other apps
You don’t different client activities to be in silos. That’s why easy integrations should be a key feature you look for in client trackers. A CRM that can be easily integrated with multiple tools can help you streamline your workflow.
monday sales CRM has many (many) integrations and set it up in just a few clicks. You can seamlessly integrate all your favorite tools so that you don’t have to shuffle between different tools to get client work done.
Here are some of the things you can do with the integrations:
- Streamline customer support
- Manage sales pipeline
- Send documents for signature
- Manage client communication
All this under one centralized place.
Whichever route you choose, be sure your client tracker app is able to integrate with the tools and solutions you use most often.
Feature #4: Customizable
Every organization is different. Every team is unique. Every project is distinct.
Your CRM should be flexible and customizable to account for these differences.
All monday CRM templates and boards offer highly customizable views — beautiful dashboards that provide real-time reporting so your team can make better decisions.
Our boards boast over 30 drag-and-drop columns, more than 20 dashboard widgets, and 200+ premade templates for any use case.
Once you find the template that best aligns with your business goals, it’s time to add your action items, reorder based on your priorities, ultimately creating a plan tailored to best fit your company’s needs.
A customizable workflow empowers everyone in the organization to see who’s working on what and when.
Quickly and seamlessly assign teammates to new tasks and action items
Set due dates and reorder based on priority (with easy-to-see, color-coded labels)
Do all of this with a simple drag-and-drop — you don’t need the help of developers.
Feature #5: Easy to use/implement
CRM software should must be easy to install and easy to use. Gone are the days of weeklong, onsite implementations.
Today’s software setup is “out of the box” easy. You can have your team up and running in a matter of minutes with monday CRM. Get started fast by choosing one of the 200+ templates of visual, customizable, and ready-made templates — or create your own!
Our interface is visual, easy, and intuitive, you don’t need training. Create your ideal workflow in minutes or choose from ready-made templates based on how real teams use monday.com. The easy-to-use, visual interface means that any team member can jump in and get started with zero training.
Feature #6: Solid customer support
No software is perfect and you or a member of your team is bound to have questions … often at a less-than-ideal time of the day.
There’s nothing worse than getting stuck and having nowhere to turn to for support.
Live chat. In-app messaging. Email support. Phone. Webinars. Knowledge base.
You need a client tracker app that offers 24/7 support.
We have you covered. In addition to our 24 hours a day, 7-days-a-week customer support, we also offer:
- A huge knowledge base with hundreds of articles and tutorials on everything monday.com
- Daily webinars that will show you everything from the basics of monday.com to advanced workflows
- A customer support team that understands (and truly loves) our platform
- monday blog with hundreds of articles
Feature #7: Single source of truth
As mentioned in the intro, any sound client tracker app serves as the “single source of truth” for all customer data.
Easy to access.
Updated in real-time.
This means that anyone on the team can help prospects and customers — access any data at any time.
It also means increased transparency, efficiency, and productivity.
What is a client tracker?
A client tracker app helps teams organize customer data such as contact information, activity, payments, and communication, into a centralized location.
What is the best way to keep track of clients?
A CRM (customer relationship management) tool is the best way to manage and keep track of clients online. You can view all of your client’s history, integrate with other tools you use, and automate manual processes in client management.
Is there an app to keep track of clients?
There are many apps to keep track of clients. One of them is monday sales CRM, which has a mobile app, web-based application, and cloud-based storage. You can communicate with clients, track their activities, and much more.
Why monday sales CRM is your answer for client tracking
In a nutshell, your client tracker app should be able to help you organize and manage customer data, automate manual tasks, and be able to pair with your other tools.
Monday sales CRM will help you store and organize client information, record client history, manage sales pipeline, and generate reports. You can also integrate it with your favorite tools and create custom automation.
We are trusted by more than 250k productive teams worldwide. So what are you waiting for? Let’s get started. Try out monday sales CRM today to improve your team’s productivity and impress your clients.
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