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Legrand CRM
All Sorted Bookkeeping Solutions are now partners with Legrand CRM!
- Keep all of your contacts in one place
- Get MYOB/Quickbooks history instantly
- Find 100% of missing information easily
- Record the personalised data fields you need
- Search for your contacts on the internet with 1 click!
Keep all of your contacts in one place
Do you have business cards in drawers all over your office?
Or contacts in MYOB, Outlook, and your phone?
Legrand CRM is a great way to put every contact in one place, so you can access their information and communicate with them easily and effectively.
Save hours doing manual mailing lists and mail merges in Word and Excel, by simply selecting one or more data fields and instantly merge the contacts with your email/letter.
All of your staff will be able to have instant access to all clients/suppliers/partners without having to link outlook, email details or swap business cards – it couldn’t be easier!
Get MYOB/Quickbooks history instantly
Legrand CRM links easily to MYOB and Quickbooks, so any users you allow can instantly see how much a client has spent with you. They can also view the transaction list, and how overdue the account is.
This information can also be used for mail outs – for example, we can send a letter out to past customers who have not purchased anything in the last 3 months, giving them a discount voucher to invite them back into your store.
This information is priceless in helping with targeted customer mail outs – and Legrand CRM handles this better than most CRM systems.
Contact details can also be updated both ways – from your accounting system into Legrand CRM, and from your Legrand database to your accounting system. Therefore staff who have no need to access your accounting file can now add new customers to be billed without needing an MYOB/Quickbooks login!
Find missing information easily
With many search functions you will be able to find the information you require easily. For example, you can search on a field to find all contacts where this data is missing – this will give you the complete list of contacts that this information has to be input for.
You can also enter data into an Excel spreadsheet the import it into Legrand CRM, saving you time by entering all contacts a once rather than individually.
Record the specific data you need
Whether it is the clients’ hair colour, anniversary, dog’s name or shoe size – there’s a place in Legrand CRM for it! Better still – you can rename the information so it can be found easily. There are plenty of text, number and date fields for company and contact information ready to be used.
Search for your contacts on the internet with 1 click!
You can also have shortcuts to search for the contact on Google, Facebook, Linked In and anything else you can imagine. We can also setup a shortcut to search for the company’s ABN to see if it is valid. All of this can be done with one click from Legrand CRM, instead of typing in the search fields for each time – how much time can this save you?
There are strict security settings so you can setup each user with different permissions, and ensure the security and integrity of your data.
We can also maintain and update your database as required to ensure the data is always useful when you need to use it.
Mail merges can be performed directly from Legrand CRM, giving you and anyone who can log in to Legrand CRM access to information regarding correspondence with each of your contacts without having to search for it.
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