CRM

CRM is a key part of seamless and high-quality customer management and effective sales. When CRM is kept up to date and activities are carefully planned, both customer experience and your sales results improve. Discover how versatile CRM as part of the Heeros PSA software helps your company grow.

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Why choose CRM as part of the Heeros PSA software?

Are you working in a professional services firm with project-based business? CRM as part of the Heeros PSA software is an excellent choice for you. Customer relationship management is essential for all professional services firms that want to streamline their sales processes, leverage customer data for increased sales, and improve customer satisfaction.

Easy access to customers, contacts, activities, and budgeting from CRM

In Heeros PSA's customer relationship management (CRM), you can record customers, contacts, and customer activities. You can add notes and attachments to both customers and contacts effortlessly. Manage your contacts and their order backlog conveniently from one place. Quickly create proposals and their attachments. Budgeting, company structure, customer relationships, and additional customer fields are also part of Heeros PSA packages.

Utilize sales pipeline and sales reports

With Heeros PSA, you can view your sales pipeline based on the probabilities of sales stages and forecast your future sales. You can easily manage your quote backlog at different stages until the deal is closed and ensure the adequacy of your order backlog. Sales reports help you analyze the past and forecast future sales.

CRM enhances customer data management

The CRM system in Heeros PSA provides a unified platform where all the necessary customer information is centrally available. Essential details related to customers are not lost in a salesperson's notebook but are instead found in a system accessible to everyone. Additionally, the same PSA software provides up-to-date information on ongoing projects and invoicing. This enables better visibility into customer relationships and their profitability across the organization. With all information easily accessible, it becomes easier to plan the next steps at the company level and improve decision-making regarding customer relationships.

Avoid communication gaps with CRM

The CRM system enables transparency internally and facilitates communication. The risk of communication gaps decreases when up-to-date customer information is always accessible to everyone in the PSA software. This reduces the need to constantly update colleagues on the situation and saves time, as essential documents related to customers are also stored in the system. Activities or tasks within PSA further facilitate smooth delegation and monitoring.

CRM features in Heeros PSA

With the following table, you can compare the CRM features available in different packages of Heeros PSA - Growth, Business, Enterprise, and Enterprise+.

Download the features comparison table as a PDF here.

CRM Features

Growth

Business

Enterprise

Enterprise +

Customers

Customer memos and attachments

Additional customer fields

Customer activities

Company structure and customer relationships

Budgeting

Contact persons

Contact person memos and attachments
Email lists
Tags

See package prices and more detailed features

Who is CRM as part of Heeros PSA suitable for?

Heeros PSA is used by companies in various industries. The common factor among our customers is that recorded working hours are usually invoiced to their customers, meaning they engage in either hourly or project-based work. The size of the companies varies from a few employees to enterprises with over 100 employees operating in multiple countries. That's why our software offers different packages with varying functionalities.

We have many customers in the advertising and communications industry, IT companies, architectural firms, and consultants. For example, growth marketing agency Blink Creative chose Heeros PSA because project and business management is easy to control.

"With Heeros PSA, we’ve been able to create a structure for our operations, required by the growth, and to fit our processes to go along with the structures. Now we can drive a person in with the one and same operating model, giving them the basic training and briefing. This has given us seamless scaling opportunities in terms of resources."

Sami Juntunen, Finance manager, Blink Creative Oy

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CRM - Frequently Asked Questions

What does the abbreviation CRM mean?

The abbreviation CRM stands for "Customer Relationship Management". The abbreviation is often used to refer to a system or software used in customer management.

What is customer relationship management or CRM?

Customer Relationship Management (CRM) refers to the strategies, practices, and technologies that companies use to manage the customer relationship throughout its lifecycle. The goal of CRM is usually to improve customer relationships, promote customer loyalty and knowledge, and improve sales performance. Typically, companies have a CRM system to support customer relationship management, either as part of another system or as a standalone software.

What are the benefits of CRM or customer relationship management?

The benefits of CRM are diverse. It enables companies to better manage customer data when a CRM system is in use, have more efficient sales processes, gain deeper customer understanding, and provide improved customer service. Additionally, a CRM system helps identify new sales opportunities and enhances internal communication between different units.

Why does a company need a CRM system?

A CRM system is essential for companies because it helps centralize customer data in one place. Additionally, it improves customer relationship management, can streamline sales activities, and enables better customer service and experience. With a CRM system, companies can also analyze customer data more deeply, which can aid in better decision-making.

How much does a CRM system cost?

The costs of a CRM system vary greatly depending on the included features, number of users, required customization, and service provider. There are both lightweight and affordable versions available, as well as expensive solutions suitable for large companies. It is advisable to determine the exact costs as part of the procurement process when searching for a suitable system. Heeros PSA software, with its CRM and sales functionalities, is ideal for professional service firms that want to easily and smoothly manage their business in one system.

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