Free CRM Software

....Free crm software, such as ours, should come with a back office that conveniently allows you to store contact information about your contacts.

Connection crm helps you make the process of staying in touch with these people easier and less intimidating.

The convenience in use comes from the fact that:

  • You can send a correspondence immediately to people you have just met to instantly begin establishing a rapport and building relationships.
  • All written communications can be done online in your own handwriting so that everything you send is personalized.
  • If a few days go by since meeting someone new, the system helps jog your memory by allowing you to access notes that were taken.
  • It allows you to send correspondences with pictures of yourself attached to them to jog the receiver's memory in the unlikely event they have forgotten who you are.

In your back office, find a great card that says something to the effect of, "It was nice meeting you today." Upload the picture of yourself at the meeting and anything else that you two would find mutually interesting.

Personalize the message with what you talked about during the conversation or something that you found within your business that could help them, and press send.

The card should arrive within 3 days and when it does they will either call you or you will call them. If you are calling them, the conversation would be warmly accepted because you can open the conversation with, "Did you receive the card that I sent you?"

Or, if they are calling you, they are calling to let you know that they received the card and to thank you. Either instance gives you a chance to have a dialog that is warm and receptive. From there you have an open window.

It's all about building relationships with the people that you have come in contact with. And you do that by keeping in contact with them after your initial meeting and maintaining that connection throughout the course.

Utilizing Connection Crm as your means to create and maintain relationships, create possibilities that are endless.

To learn more about Connection CRM, or to contact us, click here.

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"Thank you so much for sharing this wonderful site with me. ... This system has helped me stay in contact with my clients which results in more sales!! I opened a new business account and did two home equity lines of credit! This system is already paying for itself, and I look like a HERO! THANKS A MILLION!"
- Christina L.
Personal Banking Officer

“I would recommend this program to absolutely anyone because it has definitely created loyalty! There is so much competition in larger cities and when we opened our second location in Burlington, IA we needed to do something to set our bakery apart. I can think off the top of my head at least 15 customers who eat here 4 days a week just because of the card, where as before they would come only once a week. It has really worked well for us and has created a word-of-mouth to where we don’t even have to “sell” it anymore. It has been a win-win for both our business and our customers.”
* Martha Wolf
The Ivy Bake Shoppe & Café