About CRM

The Customer Relationship Management (CRM) helps you manage and track current and potential customers.

What is CRM in Nexudus?

The CRM (Customer Relationship Management) module includes tools that will help you manage and communicate with your space's current community, and potential new members and contacts.

This CRM module has the following features:

• CRM Boards: a CRM board defines a list of steps you can use to track opportunities as you would using a traditional CRM pipeline. Each step, what we call a column, can have as many opportunities as needed and each opportunity typically relates to a contact or a member, has a monetary value and may also have a due date.

• Custom fields: You can add up to ten custom fields on your Nexudus account and use them in the sign up process and on member or contact profiles. For example, if you want to find out specific information that's not available by default in Nexudus's data structure, such as how members or contacts found out about the space, you can add a custom field. This field can be viewed in the section of the member or contact's account that you want from the dashboard, on the profile in members' private area, in the sign up process or the directory.

• Monitoring email accounts: Your Nexudus account lets you monitor one or more email accounts and organise all of the messages that you receive from anyone signed up to your space. When an email is sent to the address that you're monitoring, Nexudus checks whether it is from a person signed up to your space and if so, adds it to their profile. You can answer these messages directly via the dashboard.

• Reminders: This function lets you automatically send notifications to space members or contacts when a certain condition occurs. For example, three days before a contract is going to renew or a week after the member has signed up to the space, sending them a feedback questionnaire.

• Task List: You can manage a series of tasks that need to be completed for certain members or contacts in your space. For example, you can automatically add a task list for when someone signs up to your space or cancels their contract. You can set an expiry date and assign a space manager to complete the task and send them reminders about their expiry date by email.

See also:

• Viewing a CRM board

• Adding an opportunity

• Configuring a CRM board

• Automate a CRM board

• Difference between board and process

• Reminders

• Managing message macros

• Sending message macros from a member/contact account

• Managing email accounts

• Tasks and task lists

• Managing task lists

• Managing tasks

• CRM boards and task list

• Custom fields

• Using custom fields for the directory filtering

• Document templates

• Generating documents with document templates