In today’s business world we spend our days racing from one meeting to another while having conference calls in our cars on our way to the next scheduled appointment. While this type of organized chaos is highly productive, we often lose our contacts information, business cards, notes from the meeting and more.
Your fears of losing a potential client because you lost their business card or other information can be set aside today. We have developed the ultimate business organizational platform that keeps all your important information in one place while remaining categorized and highly beneficial to your productive work day.
StageCRM was created by a business leader for business leaders. So, everything you ever needed to be organized at all times, will become your confidant when it comes to business. This system allows you to create stages per contact and TO-DO items within your pipeline.
Let’s say you have a business contact named ABC Company. You can input the contact information, business card details and more into the pipeline and create a file for every contact, potential customer, and customer.
StageCRM offers stages such as:
- Modules: Papers, Contracts, Logo, Emails, and Files
- Pipeline: To-Do’s
- Registration: Attendees, Business Cards, Thank you Cards
- Webinar: Invite, Set Up Webinar, Send Invitation via Webinar
- Text Marketing: Filter Contacts, Up to 800 Contacts, Send Messages, Select All
- Email: Insert Graphics, Letterhead Format, Corporate Letterhead
- Reports: PDF or Print, Sort by Zip Code, Prospect List or General List