Client Relationship Management (CRM)

Turn initial inquiries into loyal paying clients.

Get the advantage over your competitors by proactively attracting, engaging, and retaining clients. Actionstep provides a powerful toolkit to help you manage your client relationships.

Sales pipeline

A structured sales pipeline is key to maximizing conversions of leads into paying clients. Actionstep allows you to create a workflow for managing all sales leads. As you move through each step, automatic emails can be sent to your prospects, and follow-up reminders are created for staff. List views give you the big picture, help you understand your expected cash-flow, and highlight where you need to focus your attention.

Connect your website to your sales pipeline

Using Actionstep’s Web Form Builder, you can easily create a client intake or ‘Contact Us’ form for your website that connects directly to your sales workflow. Upon the website user submitting the form, all the actions on the first step are triggered, such as sending a thank you email and setting a follow-up task for a staff member.

Actionstep’s web forms also help you measure and report on response times. This can help you improve efficiency, increase your customer satisfaction, and prevent valuable leads from slipping away.

Keep clients informed

Clients like to hear from you. Tools such as ‘automatic email’ can notify your clients when a matter changes step automatically. This requires no extra effort, but can make a world of difference to your clients.