Naturally Wild needed a complete CRM system to manage all of their customers and projects. They needed the ability to assign projects to these customers with automated reminders.
They were previously using a collection of Excel files which was resulting in duplicated data, and huge amounts of time updating files and keeping track of when tasks needed to be completed
We built them a system which would bring all of these files together into a single package, drastically reducing their workload and making sure they were also updated with tasks that needed completing.
The basis of the system is a database of their customers and clients. Each has its own record with all of the information about that client that the company could need. All of this information is available at quick glance with the ability to perform tasks quickly from this overview.
On top of this are the projects. Naturally wild are able to create a project for a client and keep track of its progress throughout its life-cycle. Automatic updates are also sent out informing staff members of site visits and tasks on a project that have passed their dates.
Invoices can then be generated from a project either during the life-cycle of a project, or at the end when the project is completed. Invoices will also send out updates to staff members informing them of invoices which haven’t been paid after a certain period.
The final system has saved the company many hours of work, allowing them to focus their time on other areas of the business.
To find out more about Naturally Wild, take a look at their website here. To find out more about the system and how it could work for you, please contact us.