3300 Hamilton Mill Road

Suite 102-188

Buford, GA 30519


© 2019 By SmallBiz Ally




Increase Profitability, Efficiency and Communication!

Customer relationship management (CRM) systems are powerful tools to track and manage prospects through the entire sales lifecycle.

While CRM's share common features of relationship management and other functionality, they also vary, providing  features that address specific industries, business size, or specializations. 

A well structured CRM, combined with email marketing, can set your sales and marketing on autopilot. Targeted emails can automatically be sent to potential customers based on demographics, geography, traffic source, or any other criteria that your business captures online or offline.

Our office will provide you with a complimentary CRM consultation, so we can make the best recommendation based on your needs, goals, objectives and budget.​

the benefits of a crm

  • Contact manager: maintain a usable and effective database of prospects, clients, vendors, sales team members and others

  • Sales automation/marketing

  • Sales tracking

  • Ability to connect your stand alone or email campaigns to contact records for tracking

  • Enable capturing website visitors

  • Develop social media content and schedule posts

  • Manage your prospects and sales pipeline

  • Develop a solid follow up system for prospects and leads

  • Create tasks and actionable items for client deliverables

  • Generate insights on sales performance

  • Track billing and accept online payments

our services

  • Complimentary consultation to define and document the best software solution for your unique business needs

  • Installation and customization of CRM software, including data migration from existing CRM, if necessary

  • Training end users and admin/support staff

  • Maintaining your CRM to ensure it continues to meet your objectives and grows with you

  • Account setup or clean up of existing account

  • Website integration or creation

  • Data import/export

  • Ongoing administration

  • API Integration

  • Custom domain setup

  • Reporting

  • Dashboard set up


Grow and improve existing customer relationships

Improve sales velocity

Prospect more efficiently

Proactively manage leads in your pipeline

Measure sales performance

Automate portions of your sales process