Ministry of Health Approved

Client Management

Client management allows for direct and effective communication with customers through the form features within the CRM. These features allow you to create and maintain custom forms to collect customer requests and feedback.

How Does Client Management Work?

Thanks to the forms included in the CRM system, you can directly answer your customers’ questions and gain detailed information about their needs. 

 

Based on this data, you can determine which consultants should handle them and, in special cases, use email marketing to send updates to your clients. 

 

Thus, it becomes possible to offer more personalized solutions and respond accurately to their expectations. Form management not only increases customer satisfaction but also strengthens customer relationships and reinforces the company’s competitive advantage. 

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What Can You Do?

Strong Interactions with Customer Management

Customer interaction is an important process for organizing and optimizing communication with potential clients. In this context, different communication channels such as email, phone, and SMS are used to reach customers, understand their needs, and provide the right solutions. 

This method is not only a way to increase customer satisfaction but also a critical step in strengthening customer relationships.

Feedback and Follow-up

Client management plays a critical role in recording customer feedback and regularly monitoring processes. Feedback received after meetings with potential clients is evaluated, and new solutions are developed accordingly. It also provides note and information screens where customer requests and issues can be regularly tracked. In this way, customer satisfaction is continuously improved, the company’s reputation is maintained, and competitive strength is reinforced. 

with mez eSoft CRM

Take Advantage of the Exclusive Features We Offer to Our Clients

mez eSoft CRM provides the most user-friendly panel, serving all industries with ease.

Form Management

Organize leads with form management and seamlessly transfer them to client records.

Client Management

Verify incoming data, assign roles, and manage client information efficiently.

Customer Support Management

Manage interactions with potential clients to improve satisfaction.

Role Management

Define permissions and access areas for each role with full flexibility.

Task Management

Assign tasks, set priorities and deadlines, and track progress with ease.

Reporting & Analytics

Detailed reports for campaigns, financial tracking, and company performance.

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