CRM How To

Address Book: Set It Up as a CRM

A Customer Relationship Management (CRM) system helps your business manage client and prospect information centrally. JobBag’s Address Book can be configured as a CRM to improve account management, client experience, and communication.

Why Does Your Business Need a CRM?

• Reduce missed follow-ups or lost information
• Prioritise leads and opportunities accurately
• Ensure all team members have access to the same client information
• Track past interactions to deliver a better client experience
• Send targeted group emails to specific contact segments
• Access real-time data, such as outstanding invoices, to make informed decisions quickly

A CRM allows your account service and marketing teams to focus on the right clients and provide a consistently excellent client experience.

What Do You Need to Implement a CRM?

• Cloud-based access: JobBag works from anywhere with a reliable internet connection
• Flexible pricing: Pay only for the number of users who need access; contacts are unlimited
• Mobile-friendly: Browser version compatible with mobile devices is available

Getting Started

1. Import your current contact list
2. Segment and categorise contacts
3. Set up workflows, reminders, and communication tracking

Need help? Contact support@jobbag.com