Understanding the CRM

Overview

The Customer Relationship Management (CRM) module is the foundation of JGID.

It stores all of your Clients, Suppliers, Contacts and Locations, allowing you to keep your customer information organised while maintaining a complete history of every interaction.

Almost every workflow in JGID begins with the CRM.

CRM Records

The CRM consists of four main record types:

Clients
Suppliers
Contacts
Locations

For most businesses, the records used most frequently are Clients, Contacts and Locations.

Each record type is linked together, making it easy to navigate between organisations, people and worksites.

Clients

A Client represents the organisation or business you work with.

Each Client can have:

Multiple Contacts.
Multiple Locations.
Multiple Opportunities.
Multiple Quotes.
Multiple Jobs.
Multiple Invoices.

Opening a Client gives you a complete history of every document ever created for that organisation, across all of its Locations.

Locations

A Location represents a physical site where work is carried out.

Each Location can be linked to:

Multiple Clients.
Multiple Contacts.

Within a Location, you can also view all related:

Enquiries.
Opportunities.
Quotes.
Jobs.
Invoices.

This makes it easy to review everything that has happened at a particular site, even when multiple Clients have work performed at the same Location.

Contacts

A Contact represents an individual person.

Contacts can be linked to:

Multiple Clients.
Multiple Locations.

This allows the same person to be associated with more than one organisation or worksite where appropriate.

Tasks and Notes

Clients, Contacts and Locations can all have their own Tasks and Notes.

These remain permanently linked to the record, making them available whenever someone opens that Client, Contact or Location.

Examples include:

Important customer information.
Site access instructions.
Building history.
Internal reminders.
Follow-up tasks.

Why Managers Love the CRM

The CRM is much more than an address book.

It provides a complete history of your customer relationships.

For example, if a building has previously had height safety work completed, certificates issued or inspections performed, those records can easily be located from the relevant Client or Location.

This helps eliminate duplicate work, improves customer service and ensures important information remains available to everyone in your business.

Best Practice

Create one Client for each organisation.
Create separate Locations for each worksite.
Link Contacts to the Clients and Locations they work with.
Record important Tasks and Notes against the appropriate Client, Contact or Location.
Use the CRM as the starting point for managing long-term customer relationships.

Understanding Clients
Understanding Contacts
Understanding Locations
Bill To Client vs Contact vs Location
Creating Opportunities