CRM software is a key feature of our CORE platform, offering an easy setup for a customisable system. It’s used by businesses of all types, from bookstores to IT companies and steel manufacturers. CORE is flexible and simple enough for any business environment.
So what can CRM software do for my business?
Managing customer relations (CRM) is a top priority for businesses of all sizes. Easy access to and tracking of key data not only streamlines workflows but also saves time for you and your team.
Businesses typically manage long lists of contacts—clients, suppliers, or internal teams—and organisations, such as customers or partners. With all this data comes the challenge of tracking communications. In this post, we’ll explore how ESP Core can simplify this process.
The simple Ins and Outs of a CRM using CORE
It all starts with a Content Type, a core concept at CORE Software that sets our system apart. Think of it like an Excel spreadsheet: you have a title (e.g., “List Staff Members”), “Headers” (the purple bar), and “Columns” (the rows of data). Next, we’ll dive into the details of the Content Type itself.
Inside a Content Type
This image displays the inner view of the “Jobs” content type, showcasing all the information that defines it. Here, you’ll find details such as the job title, customer, contact information, and financial data. Directly below is the “Job Details” section, which outlines the products involved, their selling prices, and quantities. This section is referred to as a Related Field because it connects directly to the job information above. All these fields are fully customisable, allowing you to tailor the content to show exactly what’s relevant to your needs.
Within each content type, you have the ability to add comments and tasks, which are extremely useful for sharing any important information that needs to be communicated. You can mention users within the business in the comments section or assign tasks directly to them. The mentioned user or group will receive a notification, which appears at the top of the web page and can be accessed via the notification bell. As with the rest of the system, all of this is fully customisable to meet your specific requirements.
Dashboards
Next is the Dashboard, which displays business data entered into the system. Below the counters are tabs for filtering data by user or group. Dashboards can be site-wide (visible to all), group-specific (e.g. Finance or Marketing), or personalised for individual users.
Other Features
Our CRM can also work with other tools like Power BI and Webhooks.
AI is rapidly evolving and widely used to support smarter business decisions. Power BI analyses and visualises raw business data, turning it into clear, actionable insights. The screenshots above show how it integrates with our CORE website to transform your data into easy-to-read tables and charts.
Webhook is a term used to describe a callback method in which one software system uses APIs to instantly notify another of an event. That means one application can send a web-based message request every time a qualifying event happens.
Conclusion
Now you have can an effective way of managing your customer relations and you no longer have to worry about checking all the logs and spreadsheets to keep up to date with your data, ESP Core will do that part for you!
We’ll support you throughout the process to create a tailored site that meets your needs and boosts productivity, Contact us Today for a FREE DEMO AND TRIAL!
