CRM

A CRM tool, or Customer Relationship Management tool, is a set of software and processes used to manage interactions with customers (clients) and potential customers. It helps keep customer information and interactions organized so that customer service can be improved and enhanced.

A CRM system such as Moxie can provide a way for freelancers to easily input customer data such as contact information, preferences, past purchases, and notes about customer interactions. Additionally, CRM can provide data analysis, customer segmentation, and automated customer service. This can be a huge help for freelancers, as they can quickly and easily maintain relationships with their clients, track their interactions, and manage customer service more efficiently.

It is important to recognize that CRM is not just a piece of software, but a combination of processes and technology. This means that having a CRM system in place ensures that freelancers have an organized way of keeping and tracking customer data. This data can then be used to inform decisions and strategies, helping freelancers to better serve their customers and maximize the success of their business.