Patron CRM by Skylark

Patron CRM by Skylark is a Customer Relationship Management (CRM) software aimed at small businesses in various professions and industries, including hospitality, healthcare, small business, real estate, and property management. According to the vendor, Patron CRM offers a range of features designed to help businesses effectively manage customer relationships, automate tasks, and optimize productivity.

Key Features

Data Management: According to the vendor, Patron CRM provides accurate sales, marketing, and customer service information with robust tracking management. It aims to help businesses acquire, differentiate, and analyze customer data, optimizing productivity and enhancing customer satisfaction.

Automation: The vendor claims that Patron CRM significantly improves efficiency and productivity by automating repetitive tasks. It aims to streamline business processes, reduce manual work, and increase operational efficiency while minimizing errors.

Cross-platform: According to the vendor, Patron CRM is a cross-platform software that seamlessly integrates with existing systems and tools. It aims to ensure compatibility and enable seamless data transfer and communication between different platforms, potentially enhancing overall business efficiency.

Access: The vendor states that administrators can create different user roles and permissions in Patron CRM, ensuring data security. It aims to provide personalized views and data access based on user roles, allowing businesses to control user access and safeguard sensitive information.

Tracking: According to the vendor, Patron CRM enables easy tracking of email communications with client integration. It also aims to monitor the progress of leads and contacts, allowing businesses to track customer interactions and engagement effectively.

ERP Integrations: The vendor claims that Patron CRM integrates with ERP systems to gather valuable information about customers' behavior. This integration aims to enable businesses to deliver personalized messaging and offers in real-time, facilitating targeted marketing campaigns.

Leads Management: According to the vendor, Patron CRM efficiently manages, tracks, and converts leads into loyal business customers. It provides a centralized platform to manage and nurture leads, aiming to improve lead conversion rates and overall sales performance.

Contact Management: The vendor states that Patron CRM helps businesses effectively manage large numbers of contacts and optimize their conversion into leads. It aims to organize and track contact information and interactions, enhancing customer relationship management and engagement.

Sales Automation: According to the vendor, Patron CRM manages the sales team and tracks their activities in real-time. It aims to provide insights into sales performance, helping businesses stay on top of what's happening in the field and make informed decisions.

Sales Forecasting: The vendor claims that Patron CRM creates multiple forecasts based on different data sources, aiming to help businesses predict sales trends and demand. This feature aims to improve decision-making and resource allocation, enabling businesses to plan effectively and maximize sales opportunities.