The flexible CRM solution for your office and mobile teams.
Legrand CRM is a very practical CRM, delivering rich functionality without complexity. Our screens are uncluttered and logical, making it really easy to manage all your customer data, activities and communications. Our customers love using Legrand CRM because it makes their work easier.
Key features:
- Deep integration with Reckon: sync customers, sales history, receivables, sales quotes and sales invoices with Reckon Accounts.
- List Management – Legrand CRM is great at list management — segmenting your companies and contacts into multiple lists for targeted communications.
- Manage your sales team – monitor the value and volume of opportunities at various stages in your pipeline
- Customer Service – the Customer Service module is used to track customer issues, feedback or questions. You can also use it to track and manage service jobs, repairs or installations.
- Great integration with Outlook – the Legrand CRM Outlook AddIn creates a CRM panel inside Outlook. Not only can you transfer emails and create new contact records, you can also view and create activity notes, tasks and even new sales opportunities.
Why use this app?
- Keep your team in sync! Manage all your customer data and communications with Legrand CRM. No more Excel spread-sheets, no more lost emails, no more misplaced leads. Your team will be in sync and nothing will fall through the cracks!
- Happy Customers. With the full customer history at their fingertips your team can quickly respond to any customer query and schedule the appropriate follow-up action. Great service creates happy customers.
- Sales Management. Are your top customers being regularly visited or called? Don’t wait for the weekly sales meeting to find out what your sales reps are doing. Easily track customer engagement and manage your team’s activities via the sales pipeline, shared calendar and task management.
Who is it for?
Legrand CRM is best suited for businesses that sell to other businesses (B2B) and have 5 to 50 team members.
What type of data is shared between the app and Reckon?
- Customers
- Products
- Pricing
- Sales Orders
- Invoices
