Empower Your Business with Advanced CRM Solutions
From businesses to individual clients, manage your client relations online with cloud-based Judcloud CRM. Stay connected to your prospects and clients, close deals, and cater to their needs, from purchases and assigned specialists to online appointment bookings and follow-ups, subscriptions, and memberships. AI enhances this experience by predicting customer behavior, personalizing interactions, and automating follow-ups. Clients can also access their own portal, ensuring seamless communication and satisfaction.
CRM Features
All Your CRM Needs in One System!
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Sell Faster
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Leads
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Opportunities
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Customers
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Efficient Communication
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Reporting
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Integrations (Sales & Inventory & Email Marketing)
Create dedicated customer profiles within a unified database of contacts and stay connected to them. Customize each profile with additional data using custom fields to personalize records and include necessary information. Categorize contacts to tailor communication, attach notes, and view comprehensive customer information, including appointments, payment statuses, and full account statements, all from their profiles.
AI enhances this experience by analyzing customer data to predict needs and preferences, automating personalized communication, and providing insights on customer behavior. This allows for more effective segmentation and targeted interactions, ensuring better customer engagement and satisfaction.
Give clients the experience they deserve with personalized treatment. Assign specialized staff to handle individual clients or groups of categorized clients based on expertise or client requests. Keep track of staff members' communication history, activities, and transactions made on clients' profiles for better tracking and monitoring.
AI can match clients with the most suitable staff members based on past interactions and expertise, predict client needs for proactive service, and analyze communication patterns for continuous improvement. This ensures a higher level of personalized service and client satisfaction.
Make communication more efficient and give clients control with the Judcloud Customer Portal. Clients can access their personal information and invoices, fulfill online payments, view shared attachments, and receive notifications for due payments and appointments. They can also make online booking requests, select required services, and choose preferred employees, all from the comfort of their portal.
AI enhances the portal by personalizing user experiences, predicting client needs, and providing automated reminders for due payments and appointments. AI-driven insights help tailor services and recommendations, ensuring a seamless and satisfying client experience.
Follow up on clients and keep them engaged by scheduling appointments for follow-ups, project discussions, and more. Assign timing and available staff, then confirm and share appointment details with clients. Benefit from automatic notifications and reminders to ensure timely engagement.
AI optimizes scheduling by suggesting the best times and staff based on availability and client preferences. Automated reminders and follow-up notifications keep clients informed and engaged, while AI analytics provide insights to improve future interactions and scheduling efficiency.
Elevate clients' experience by offering tailored memberships, fully customizable packages, and subscription plans. Design your own membership bundles, assign points and credits, invoice members with subscription details and fees, and follow up on clients' attendance and plan consumption. Easily charge for extra points, manage credit charges and usage, renew plans, and offer vouchers.
AI personalizes membership recommendations based on client behavior and preferences, automates billing and renewals, tracks plan usage for insights, and predicts client needs for proactive service adjustments. AI-driven analytics help optimize membership offerings and enhance overall client satisfaction.
Create dedicated work order files to manage complete client projects, seamlessly including all the project’s financial transactions, documents, and related appointments in one centralized space. Follow up on the project, track real-time spendings against a pre-set budget, add expenses and incomes, and generate profitability reports that can be easily shared with your contracted client.
AI assists in tracking budget adherence, predicting project costs, and providing real-time insights into financial health. Automate follow-ups and notifications for project milestones, and use AI-driven analytics to optimize resource allocation and improve project outcomes.
Manage and automate an installment system that arranges and eases your client payments. Set an installment agreement on your client’s invoice, specify the duration and amount to be received periodically, and the system automatically creates an installment schedule with all due payments. Receive notifications for installment due dates and auto-payment status updates, keeping both you and your client constantly informed.
AI predicts potential payment issues, optimizes installment plans based on client payment behavior, and automates reminders and follow-ups. AI-driven insights help improve cash flow management and enhance client satisfaction by ensuring a smooth payment experience.
Prioritize communication, stay connected to your customers, and increase exposure and sales. Send invoices, estimates, and attachments, automate booking confirmations and appointment reminders. Customize email templates, activate SMS, and consistently reach out with your latest updates and offers.
AI personalizes communication, automates follow-ups, and optimizes email and SMS campaigns for higher engagement. Analyze customer interactions to refine messaging and predict customer needs, ensuring timely and relevant outreach.
Generate detailed client reports displaying balance and account statements, sales and purchases, payments, installments, and appointment details. Make data-informed decisions about your communication and performance with clients through insights from various system module integrations.
AI analyzes client data to provide actionable insights, predict future client behavior, and optimize communication strategies. Automated reporting helps identify trends, improve client interactions, and enhance overall business performance.
