Client CRM
The easiest way to manage your clients
Keep track of your client’s contact information, invoices, and notes all in one place. Build stronger relationships and get paid on time.
Add clients to your workspace
With Kosmo, you can add clients to your workspace with ease. Keep information like contacts, email addresses and phone numbers all in one place.
Keep things organized
Know what’s going on with your clients at all times. Project deadlines, deliverables, proposals, invoices, and more.
Additional Features
Notes
Stay on top of your client relationship with ease, add notes to keep track of your progress.
Earnings
Track your earnings so you never miss sending an invoice.
Optional Fields
Quickly add or remove optional client fields.
Keep your clients organized
Stay organized and on top of your work with Kosmo client management.
FAQs (Frequently Asked Questions)
Who needs a client CRM?
A client CRM can help businesses keep track of important information about their clients, including contact information, interaction history, and notes about the client relationship. This information can be used to improve customer service, build stronger relationships with clients, and increase sales.
A client CRM can also help businesses manage their sales pipeline and track their progress in developing relationships with potential clients. This information can be used to identify areas where more attention is needed, and to make sure that sales opportunities are not overlooked.
What is a client management system?
A client management system is a type of software that enables businesses to better manage their client relationships. The system can help businesses keep track of important client information, such as contact information, communication history, and project details. Additionally, the system can help businesses automate tasks related to client management, such as invoicing and sending reminders.
What are the benefits of using a client management system?
A client management system can be a huge asset to any business, big or small.
Here are just three of the many benefits of using a client management system:
1. Stay Organized and Efficient
With a client management system, all of your client information is stored in one central location. This makes it easy to keep track of deadlines, appointments, and any other important details.
2. Improve Customer Service
A client management system can help you keep track of your customer interactions and communications. This way, you can quickly and easily follow up with clients, resolve any issues, and ensure that they’re always happy with your service.
3. Increase Sales and Revenue
By having a better handle on your client interactions and communications, you can more effectively upsell and cross-sell your products and services. You can also use your client management system to track your sales pipeline and close more deals.
How can a CRM software help me?
A CRM software can help you by keeping track of your client interactions, managing sales opportunities, and automating repetitive tasks.
By tracking client interactions (e.g. via notes), you can get a better understanding of what your clients need and want. This understanding can then be used to provide better services to clients, which can lead to more sales and repeat business. Additionally, by automating repetitive tasks like invoicing, you can free up time to focus on more important tasks.