Customer Relationship Management

Skip the Busywork, Amplify Your Customer Experience

Effortlessly manage customer interactions, track leads, automate text messages, and analyze data to tailor personalized engagements with customers and prospects. Our online customer relationship management (CRM) service streamlines your workflows, automates tedious tasks and frees up your time to nurture meaningful connections.

Keep track of and follow up with leads in one place

Automated Software to Scale Your Business 24/7

Strategy

Understand where leads are coming from

Increase Productivity

Streamline administrative tasks and experience a positive shift in your workflows and processes. Now your team can devote their time to more strategic tasks. 

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Improve customer experience

Consistently connect with your audience and maintain regular communications in various formats - including email and text messages.

Target leads and automate follow up

Reduce expenses

Streamline operations and sort your data automatically so you can easily see where your time and funds are best spent to accelerate growth.

Marketing at Scale - Automate your Lead Management Process

A massage business owner struggled to get a good picture of the potential customers for their business and how they were coming in, they even managed most of the process via spreadsheets. DMI set this business owner up with a lead management platform (CRM System) to see where all new customers and members were coming from and give the business a greater ability to follow up with leads and convert more of them to customers and members of their services.


This also showcased a training gap with the onsite team that was not answering calls or calling potential customers back. This enabled the business owner to train the front desk staff on how to better approach potential customers and set up best practices for following up with callers. This has led to increased business and more new customers than ever before.

Your CRM, Our Expertise

Our expert team handles every aspect, from the initial setup of our automated software to ongoing workflow creations. With DMI, you can focus on your core business while we handle the technicalities, empowering you to harness the full potential of your CRM––without the hassle.


Unlike other customer relationship management systems that leave you to navigate complex setups and ongoing management alone, we offer a seamless solution tailored specifically to the success of your business. Our service include, setting up email/text campaigns, automating workflows, and more!


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Customer Relationship Management Questions

Contact DMI if you have any questions or would like more information. We are committed to helping you in any way we can. 

  • What is a CRM and how does it benefit my business?

    A CRM is a software tool that helps businesses manage and analyze customer interactions and data throughout the customer lifecycle. It benefits your business by improving customer relationships, enhancing customer retention, and streamlining processes to increase sales and profitability.


  • How does a CRM system improve customer service?

    A CRM centralizes customer information, making it easily accessible to your team. This allows for faster and more personalized responses to customer inquiries, leading to improved customer satisfaction and loyalty.

  • Can you provide training for our team on how to use the CRM?

    It’s recommended to send 2-4 messages per month to avoid overwhelming your customers. Frequency should be balanced to keep your audience engaged without causing irritation.



  • Can a CRM help with customer retention?

    Yes, a CRM helps track customer interactions and behaviors, allowing your team to proactively address customer needs and concerns. This personalized approach can significantly improve customer retention and loyalty.


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  • How long does the CRM setup process take?

    The timeline for CRM setup can vary depending on the complexity of your requirements. Typically, setup and customization can take anywhere from a few days to a few weeks. We provide a detailed timeline during the initial consultation.


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  • How does a CRM help with sales management?

    A CRM provides a clear view of the sales pipeline, helping your team track leads, opportunities, and deals. It also offers tools for forecasting, reporting, and automating repetitive tasks, allowing your sales team to focus on closing deals.


  • Is my customer data secure within a CRM system?

    Reputable CRM systems offer robust security features, including data encryption, user access controls, and regular backups, to ensure that your customer data is safe and protected from unauthorized access.


  • How can a CRM help in marketing campaigns?

    A CRM helps you segment your audience, track the effectiveness of marketing campaigns, and personalize communications. This leads to more targeted marketing efforts, higher engagement rates, and better ROI on your campaigns.


  • What types of businesses benefit most from using a CRM?

    Businesses of all sizes and industries can benefit from using a CRM. Whether you're in retail, real estate, healthcare, or any other sector, a CRM can help you manage customer relationships more effectively and grow your business.


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  • How easy is it to migrate my existing customer data to a CRM system?

    Most CRM providers offer tools and support to help you migrate your existing customer data seamlessly. This process typically involves importing data from spreadsheets, email systems, or other databases into the CRM.


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Start Making the Most of Your Leads and Promote Action

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