Monii CRM for Small Business
management software, CRM software, crm solutions
Simple CRM and Sales Management Software for Small Businesses.
Connect with Address Book.
Manage Business Contacts and Interactions in One Place. By staying organised you’ll have a more thoughtful way to keep track of the people, conversations, and tasks that are the lifelines of your business.
Track Bids, Proposals and Opportunities with Deals.
Sales Funnel Management for Small Businesses. By tracking bids, proposals & other opportunities, you’ll find more business and win more market share. By boosting your top line, you can improve your bottom line.
Stay organised with Tasks
Effective Planning & Preparation for Small Businesses. You’ll never be more organized than with Tasks. Set up individual or recurring tasks to track things like ‘to dos’ – be it phone calls, meetings or general office duties.
Keep a Transcript of Everything Ever with Timeline.
Say goodbye to bulky archived folders. No need to cram historical documents into drawers; the Monii Timeline is your very own transcript of everything that’s ever happened. From changes to Contact details to progressing a Deal through its stages, now you have the entire log at your fingertips. It’s great for compliance; it’s perfect for reviewing activities in your business and it updates automatically, in the background, like magic!
Synchronise Emails with Mailbox Connect.
Minimize Data Entry While Keeping Your Contacts and Deals Up-to-date. With so much business being done on email, it’s no surprise that people are often not sure where to look for information. Wouldn’t it be great if your email sat alongside your notes, tasks and customer activity?
Monii takes the pain out of syncing your email with your customer records. Enabling Mailbox Connect is simple. Connect your mailbox and immediately you’ll be able to ‘approve’ email as it starts to flow in against Contacts that are matched in your Address Book. Publish what you want, and ignore emails that don’t belong.
Verify Your Customers with Companies House.
Learn More about Your Customers and Reduce Data Entry. Do you really know who you are doing business with? It’s vital that you have certified information about your prospects, suppliers and customers. Your contracts and service agreements need to be signed by the right people at the right company; Monii has a way to make you better informed.
The Address Book integrates seamlessly with the official registry held at Companies House. When you add a Company Contact, Monii will look up the name and return possible matches. You identify the correct entry by name, registered address & registration number. With a single click, all of that information is added to your new Contact. Quick, easy, accurate.
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, CRM software
, crm software solution
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, customer relationship management software
, management software
, Relationship Management Software