Managers and staff members can pull up the latest communication with a customer to know exactly where the company, as a whole, left off in a conversation about a service question or other concern. Also, a smart CRM system will track when company vehicles and equipment leave the warehouse and when they return.

Being able to train employees on how to handle accounts, make reports for the client, invoice the client, keep track of field staff, SMS one's clients - all these are important features to maintain and grow the business.

CRM Runner, a robust online CRM discusses key considerations when choosing the best online CRM for one's company, and these factors will determine productivity and success of the business exponentially.

To stay ahead of the competition, service-based businesses look for ways to increase efficiencies and improve customer service.

Business owners with employees in the field working on the company's behalf improve efficiencies and avoid wasting money on mistakes with the CRM Runner software program.