Strategy for Launching
THECRM.UK (Elevate 360)
Overview of THECRM.UK
THECRM.UK (Elevate 360) is a SaaS (Software as a Service) solution based on a widely validated
platform, fully customised to meet the modern needs of business management and customer
relationship. The system integrates:
- Customised Modules: For managing clients, projects, sales, marketing, and support.
- The Harry AI: Automation features, data forecasting, and interactive support with AI.
- Advanced Integrations: Solutions for lead capture and qualification and marketing automation tools.
Goal:
To position THECRM.UK as a leading SaaS solution in the UK, Europe, the United States, and
Brazil by offering a differentiated experience combining CRM, marketing, and artificial intelligence.
Features and Details
1. Core Modules
1.1 Client Management
- Centralised Database: Store detailed information about clients, including interaction history and contact data.
- Advanced Segmentation: Categorise clients by preferences and behaviour.
- Customised Reports: Generate performance and behavioural reports to support decision-making.
1.2 Sales
- Visual Pipeline: Track negotiation statuses through an interactive panel.
- Lead Management: Efficiently capture, qualify, and convert leads.
- Sales Forecasting: Use data to predict outcomes and plan strategies.
1.3 Projects
- Task Management: Create and organise tasks with deadlines and team assignments.
- Team Collaboration: Share files, messages, and updates in real-time.
- Progress Monitoring: View project status with clear reports.
1.4 Financial Management
- Automated Invoicing: Generate invoices and billing automatically.
- Payment Tracking: Monitor received and pending payments.
- Financial Reports: Access detailed analyses of revenues and expenses.
1.5 Customer Support*
- Ticket System: Centralise support requests for rapid resolution.
- Knowledge Base: Provide automatic answers to frequent questions.
- Customer Feedback: Gather opinions to improve services.
*2. Additional Features
2.1 The Harry AI
- Task Automation: Reduce manual work with automated workflows.
- Data Forecasting: Gain insights through data analysis.
- Intelligent Chatbots: Respond to clients in real time.
2.2 Marketing Integration
- Automated Campaigns: Send emails and SMS based on client behaviour.
- Lead Capture: Convert visitors into potential clients.
- Campaign Analytics: Monitor performance in real-time.
- Personalised Email Marketing: Create and track highly segmented email campaigns.
- Digital Signatures: Capture leads via interactive forms with digital signatures.
2.3 Advanced Marketing Solutions
THECRM.UK offers:
- Marketing Automation: Run multichannel campaigns (email, social media, SMS).
- Customer Journey Mapping: Personalise workflows based on user actions.
- Lead Management: Score and convert leads through a seamless process.
- Campaign Analysis: In-depth reports on ROI, clicks, and engagement.
- Social Media Management: Schedule and monitor posts directly.
Applied Features at THECRM.UK
THECRM.UK provides these features in a customisable, integrated manner, ensuring efficient
solutions for businesses of all sizes.