Features / CRM

Manage Your Contact Relationships Efficiently with Progreda!

Keep track of all the things your contacts do with your company using our special tool!

Why You Need CRM

Getting new customers is important, but keeping the ones you have is even more important. The good news is that Progreda CRM makes it easy to keep your relationships strong.

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Gather Information on Your Contacts' Actions

Every person is different and does things in their own way. With CRM, you can collect important information about each person and use it to talk to them in a way they like.

Strengthen Your Customer Relationships

With CRM, you can make your relationships better and keep them going. By knowing what each person likes and doesn't like, you can make them trust you and keep coming back.

Tailored Communication

You can write down notes about each person to remember important things. This helps you talk to them in a way they like and remember things they told you. It also helps you keep track of what you promised to do:

  • Building rapport by recalling and referencing "the little things" (e.g., "I recall you're a fan of hiking. Have you been on any exciting trails recently?")

  • Recording discussed subjects and agreements during discussions, especially when multiple team members interact with the contacts (e.g.,
    "John expressed interest in our software, but he's waiting for his budget approval.")

  • Promoting accountability by monitoring a client's progress and assisting them in achieving their goals, addressing challenges, and tracking actions (e.g., "You mentioned a goal to read a book a month. How's your reading challenge going?")"

Centralized Contact Management

You can see everything about a person in one place. You can find out what they bought, what they asked for, and other important stuff all in one spot.

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Why Do I Need A CRM

Acquiring new customers is valuable, yet maintaining customer relationships is the foundation for genuine business expansion. The exciting part is, establishing and nurturing relationships with your customers is more effortless than ever with the Progreda CRM.

Let Me Show You How It Works…

Collect Insight on Your Contacts' Activity

Every contact is distinct, with unique behaviors, actions, and buyer's journey. Through CRM, you can gather valuable information about each contact and leverage it to create a personalized experience.

Build Stronger Relationships

CRM enables you to maintain a strong connection with your contacts, fostering deeper relationships throughout their entire journey with you. As you grasp what resonates with each contact, you can enhance trust, establish rapport, and fortify your connection.

Personalized Communication

Capture and store notes for each contact to maintain a history of important conversations. This is beneficial for:

  • Establishing rapport by remembering and referencing "the little details" (e.g., "You recently visited Maui, didn't you? How was your trip?")

  • Documenting discussed topics and agreements during conversations, particularly when multiple team members engage with the contacts (e.g., "Jenny expressed interest in purchasing the course but plans to do so after the 1st of the month.")

  • Promoting accountability by tracking a client's progress and helping them stay on track with their goals, actions, obstacles, etc. (e.g., "Last week, you committed to drinking 80 ounces of water each day. How did that go?")

Manage Contacts In One Spot

Gain a comprehensive view of a contact's complete journey with you at a moment's notice. You can access all the essential information about your contact and manage their interactions in real-time, from billing details and enrollments to orders—all conveniently consolidated in one location.

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Hear from People Who Like Progreda:

"We organized a single webinar and saw 17 companies in attendance. Over the following 12 months, we closed deals worth $1.7 million from that one event. It's a matter of choice: Are you building a website, or are you building a business? If it's the latter, I can't think of a better option than Progreda."

— David Mitchell, Progreda User

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