NetHunt CRM popped up during the research and quickly became a front-runner because of its simple structure and straightforward CRM setup. As NetHunt offers Shared Inbox capabilities, Momenzo team got a chance to view all the logged emails and to be in context of any customer conversation. That was just what they needed at that time.
After internal discussions and a free trial, the team hired NetHunt CRM and set proper CRM permissions to ensure that each team member could access CRM data when they need.
Flexible CRM structure made it possible for the team to edit record fields and leave only the information they required at that time. This, in turn, allowed them to keep information organized and add it to CRM much faster.
While the app’s client base was growing, Momenzo team also required a way to quickly look up the stage of every client in pipeline, identify which deals are dragging for too long and need a push, as well as which opportunities are more critical and require extra attention. They organized clients’ records into a pipeline with cards showing all the client details they needed to track, thus having full sales pipeline overview within their CRM. They were also able to save these reports and access them any time for the updates.
On top of that, with the ability to link their emails to CRM profiles, the team got to know exactly what was happening between the clients and the managers.
And finally, storing data in one place and shared access for the team, made teamwork faster and more effective. At the same time, NetHunt reporting and automation capabilities allowed Momenzo team to focus on growing their business by taking manual routine tasks off their plate.
Link it, share it, send it in one click. It sounds like a simple beat, but for us it made all the difference.