The long-awaited update of Weblium: CRM system for effective order management
Posted: Sat Dec 07, 2024 7:03 am
Our support team has repeatedly received requests from customers to implement their own CRM system in Weblium . And now it is available!
With the help of free CRM on Weblium, you will be able to respond to customer orders more quickly, as notifications about requests from contact forms will be immediately displayed as a pop-up window in the browser (even if the CRM tab is closed). Your customers will certainly appreciate the speed of the service and will become much more loyal.
In addition, you will finally be able to systematize all your requests . After all, from now on, they will all be stored in one place - the Weblium CRM database. So you will definitely not lose anything and will not forget at what stage each transaction is.
As a result, you will be able to work more efficiently with all your orders, store customer contacts in one place and close even more profitable deals !
So, are you ready to figure out how Weblium CRM works and how to get the most out of it for your business?
Content
Introduction to Weblium CRM system
During the development of Weblium CRM, we studied many solutions on the market. As a result, we got the most understandable and fast-working free database for managing your customers' orders .
We have managed to implement a comprehensive solution so that you can easily collect requests from websites, as well as add them manually yourself. This will make it much easier to keep track of all orders, because from now on they will all be stored in one place.
You no longer need to pay extra for third-party CRM programs or keep track of orders in an Excel spreadsheet. Not to mention a paper notebook or wherever you usually write everything down.
All the functionality of our CRM system is already included in the price of the Pro tariff . So no extra charges!
Moreover, it is available in a mobile version so that you can conveniently work with your transactions on your smartphone . We know how important this is, because a computer is not always at hand.
Start working with your applications directly from your personal account - no complications, unnecessary transitions, connections, connection settings and other difficulties that inevitably await anyone who wants to combine several systems with each other.
The CRM is already in your account. Right above the tab with creating a new site. It's very convenient, isn't it?
CRM in the account
Now it's time to talk about all this in more detail.
How does CRM work on Weblium?
The Weblium CRM system is very simple, in the form of deal stages with deal cards (the Kanban board principle ). Cards can be moved from one stage to another, which allows you to very conveniently and easily control all stages of each of your deals.
How does CRM work on Weblium?
As you may have guessed, each transaction is presented paraguay phone number material in the form of cards. In the next section, we will look at them in more detail.
It is important to understand that each column shows the status of the transaction. This is necessary in order to see at what stage each application is.
Accordingly, you can conduct each transaction by the necessary statuses, moving it from the left column each time we move to the next stage of its implementation. This is extremely necessary in order not to miss something important.
In this case, you decide how to name the columns according to the stages of the transaction (order) implementation. For example: incoming, call, send a presentation, call back, send a commercial proposal, make a payment, closed transactions, etc.
Managing columns is very simple, you can add new ones, delete, move, rename, configure… You can also rename them at your discretion. It's very simple. Just click on its current name and write a new one instead.
You can rename it at your discretion
Thus, CRM Weblium helps to see new requests, as well as effectively organize step-by-step work with each of them .
We have made it possible to switch between screens, this function will be very useful if you conduct several types of activities at once.
How to use this option to your advantage? Easy!
Sell different products from different sites.
Separate online orders from offline or affiliate orders.
Set up different actions for different types of products or customers.
Let's look at how to switch between screens.
With the help of free CRM on Weblium, you will be able to respond to customer orders more quickly, as notifications about requests from contact forms will be immediately displayed as a pop-up window in the browser (even if the CRM tab is closed). Your customers will certainly appreciate the speed of the service and will become much more loyal.
In addition, you will finally be able to systematize all your requests . After all, from now on, they will all be stored in one place - the Weblium CRM database. So you will definitely not lose anything and will not forget at what stage each transaction is.
As a result, you will be able to work more efficiently with all your orders, store customer contacts in one place and close even more profitable deals !
So, are you ready to figure out how Weblium CRM works and how to get the most out of it for your business?
Content
Introduction to Weblium CRM system
During the development of Weblium CRM, we studied many solutions on the market. As a result, we got the most understandable and fast-working free database for managing your customers' orders .
We have managed to implement a comprehensive solution so that you can easily collect requests from websites, as well as add them manually yourself. This will make it much easier to keep track of all orders, because from now on they will all be stored in one place.
You no longer need to pay extra for third-party CRM programs or keep track of orders in an Excel spreadsheet. Not to mention a paper notebook or wherever you usually write everything down.
All the functionality of our CRM system is already included in the price of the Pro tariff . So no extra charges!
Moreover, it is available in a mobile version so that you can conveniently work with your transactions on your smartphone . We know how important this is, because a computer is not always at hand.
Start working with your applications directly from your personal account - no complications, unnecessary transitions, connections, connection settings and other difficulties that inevitably await anyone who wants to combine several systems with each other.
The CRM is already in your account. Right above the tab with creating a new site. It's very convenient, isn't it?
CRM in the account
Now it's time to talk about all this in more detail.
How does CRM work on Weblium?
The Weblium CRM system is very simple, in the form of deal stages with deal cards (the Kanban board principle ). Cards can be moved from one stage to another, which allows you to very conveniently and easily control all stages of each of your deals.
How does CRM work on Weblium?
As you may have guessed, each transaction is presented paraguay phone number material in the form of cards. In the next section, we will look at them in more detail.
It is important to understand that each column shows the status of the transaction. This is necessary in order to see at what stage each application is.
Accordingly, you can conduct each transaction by the necessary statuses, moving it from the left column each time we move to the next stage of its implementation. This is extremely necessary in order not to miss something important.
In this case, you decide how to name the columns according to the stages of the transaction (order) implementation. For example: incoming, call, send a presentation, call back, send a commercial proposal, make a payment, closed transactions, etc.
Managing columns is very simple, you can add new ones, delete, move, rename, configure… You can also rename them at your discretion. It's very simple. Just click on its current name and write a new one instead.
You can rename it at your discretion
Thus, CRM Weblium helps to see new requests, as well as effectively organize step-by-step work with each of them .
We have made it possible to switch between screens, this function will be very useful if you conduct several types of activities at once.
How to use this option to your advantage? Easy!
Sell different products from different sites.
Separate online orders from offline or affiliate orders.
Set up different actions for different types of products or customers.
Let's look at how to switch between screens.