When someone completes your CallRail, a new contact is automatically created in your BoondManager. This way, you can quickly follow up with the form and turn them into a customer!
Plus, all of the information from the CallRail is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a CallRail - BoondManager integration set up makes it easy to manage your customer relationships and grow your business.
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this CallRail - BoondManager integration, anytime a new CallRail contact is created, an BoondManager contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Integrating your BoondManager with your CallRail, can help you automatically create new opportunitiess based on forms recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.
This CallRail - BoondManager integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
Anytime a new contact is created in your CallRail, a new opportunities will automatically be created in your BoondManager. This ensures that all of your opportunities are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.
This CallRail - BoondManager integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
You Can Also Connect BoondManager or CallRail With 1400+ Other Apps
BoondManager
BoondManager is a feature-rich ERP software that simplifies IT services and consulting firms' management. With intuitive modules for recruitment, CRM, project management, and more, it streamlines your operations and boosts productivity.
CallRail provides real-time insights into the quality of your phone calls. With CallRail, you can now measure your advertising ROI (Return on Investment) and know exactly which ads are driving inbound calls.