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Top Features to look for in CRM Software



Top Features to look for in CRM Software

With so many Customer Relationship Management (CRM) software options available on the market today, it can be difficult to make a decision.

There are several factors to consider when choosing a CRM control system to meet the needs of your business.

It takes a lot of time and effort setting up your CRM software and you want to be sure you choose one that has all the features you require in order to meet your business objectives successfully.

In this article, we are going to discuss some essential features to consider when choosing CRM software. Keep reading to learn more about the best features of CRM workflow automation, and why you should be looking out for them when choosing CRM software for your business.

Brief overview of the top features to look for in CRM software

When selecting CRM software, it is imperative you consider a number of features that can help you meet your business goals. Let’s take a quick glance at them:

  • Contact Management. Store and organize customer data and interactions in a central place with the robust contact management system. It also includes staff management features.
  • Reporting & Analytics. Receive valuable insights into your sales task pipeline, customer behavior, and overall performance. This gives you the opportunity of making data-driven decisions.
  • Mobile compatibility & accessibility. CRM software should offer compatibility and accessibility on the go, and ensure the sales and support teams have access to real-time customer data.
  • Security Features. There should be strong security features to protect the sensitive data of your customers. With tight security features you can be sure you are at much lower risk for any cyber attack on your business data.
  • Scalability. The chosen CRM software should accommodate for business growth and be scalable to meet the needs of your business at the growth point. When choosing a control system such as CRM software, it’s imperative to have the bigger picture of your business in mind, and invest accordingly.
  • Integration with other systems. Your chosen CRM software should be able to smoothly integrate with other systems, such as another project management system, opening a whole new world of features to benefit your business.

Whether you are looking for a task management system or a staff management system, CRM software is the way to go. Be sure to look for these key features when choosing a CRM software solution for your business. Be sure to check out the features of the Planfix system.


When looking at CRM software, consider these factors mentioned above that can help you effectively manage your customer relationships through task management and improve your business process efficiency.

The Planfix system is a great option and contains all the necessary features to successfully streamline processes, minimize your team’s manual work, and ensure data accuracy on each project.

Head over to Planfix now and chat to one of our friendly experts about a CRM software solution to meet your needs.

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