CRM – customer management for small and. medium-sized companies

CRM - Customer Relation Management overview, manage customers for small business

What is CRM? What is it used for?

CRM stands for “Customer Relation Management” and in simple terms stands for the all-encompassing administration of your customers. This system is particularly suitable for small companies or sole proprietors. This gives you an efficient tool for sorting your documents, entering data, creating new customers, viewing balance sheets in tabular form, storing personal salutations for each customer and much more.

At billtano, this functional principle is already integrated into the billing program. The app enables basic processes such as collecting customer data, creating a customer file/customer database in combination with invoicing. You also get an immediate overview of the status of your current company situation.

The sum of the features makes billtano very efficient compared to other providers. Billtano is ideal for small businesses, insofar as we are one of the cheapest providers with the appropriate range of functions. Our online app is easy to use while retaining the most important functions for your company’s balance sheets.

Customer Relationship Management

A CRM system is all about organizing data on customers, companies, suppliers or sales partners. With billtano, you can store information for each customer in one place so that it can be automatically inserted everywhere later.

Centralized data acquisition and management prevents sources of error and ensures that work processes run more quickly. For example, items can be predefined and added to each invoice with a simple click.

You can also automate the sending of e-mails, reminders or offers. When designing our app, it is important to us to capture the most important information without detours and to complete daily tasks as quickly as possible.

Individual customer requirements

A CRM system allows you to have an automated yet personalized solution for each customer. This applies, for example, to the creation of different hourly rates, discounts or salutations – respond to the personal or serious needs of your customers.

With billtano, you can create a tabular customer file and immediately create the first invoice entries with one click in the customer profile. The customer data you enter is recorded directly on the invoice, on the stationery and in all other places.

Solid CRM base structure

There are expensive individual solutions for large companies, whereby a complete program is tailored to the work processes of the company. Billtano uses the most basic aspects, which from experience are needed in most cases.

“So you have all the important functions to run your company in black and white.”

Customer overview, everywhere

If the CRM system is implemented online, there is also the advantage of being able to do the paperwork flexibly at any location. Cloud and server-based applications have become the norm these days. This has the advantage that data is stored in a central location and remains available from anywhere. Why save the number after the first call when you can enter the data in the profile right away in the program or simply create a new profile.

Optimal solution for small and medium-sized enterprises (SMEs)

Small companies prioritize qualitative customer loyalty and personal customer management, whereas large companies have to structure a large amount of data, i.e. primarily manage quantitative tasks.

Manage customers online with the billtano app & browser program.

With our app, the focus is primarily on the direct processing of work tasks, such as creating invoices/offers or customers, entering and viewing expenses and balance sheets, sending invoices automatically and much more.

Billtano is fast. This is because we work with the CRM principle. The work routes are kept short, information and data can be stored centrally for your file and are automatically integrated into the documents created.

The tabular overviews are understandable for everyone and offer you orientation for your customers at any time. Documents for accounting or for printing can be downloaded as PDF.

“Complete the paperwork satisfactorily easily.”

Would you like to convince yourself of the functionality of our app? Start our free trial now. The trial period ends automatically after the two-week period has expired.

The trial period ends automatically after the two-week period has expired. 30 days available.

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