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Optimize Your Projects and Your Company with mir

CRM Done Right

Eliminate inefficiencies by automating administrative tasks, giving you more time to engage with prospects. Customizable features and an accessible, personalized customer database boost profitability and streamline information retrieval.

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Managing customer relationships efficiently is key to the success of any business. However, manual processes and repetitive tasks can often bog down your team’s productivity. At Managing It Right, we understand the importance of streamlining these operations, which is why we offer a comprehensive Customer Relationship Management (CRM) solution designed to eliminate inefficiencies and boost profitability.

Our process-based CRM solution is built to automate administrative tasks, freeing up valuable time for your staff to focus on engaging with prospects and nurturing client relationships. By automating routine processes such as data entry and information retrieval, our CRM empowers your team to work more efficiently and effectively.

In The Office

The Key CRM Features

Save Time on Routine Tasks

The CRM automates administrative tasks, freeing up staff time for engaging with prospects and nurturing client relationships.

Centralized Customer Data

The CRM features a customized customer database accessible anytime, anywhere, simplifying information retrieval.

Manage Resources
Build Relationships

The platform enhances customer relationships and drives sales with tools like prospective client lists and email advertising capabilities.

Track Progress
Customizable Fields

Customizable fields allow the CRM to be tailored to specific business needs, ensuring it works efficiently for users.

Make Decisions

In the Field

CRM at your Fingertips

Whether you’re in the office or on the go, you can easily access important customer information with just a few clicks. Say goodbye to searching through spreadsheets or flipping through files—our CRM puts all the information you need right at your fingertips.

Discover Benefits

Software

Our Software In Action

Frequently

Asked Questions

Can I schedule and manage email advertisements to prospective clients through the CRM?

Yes, under “Ads,” you can schedule email advertisements to be sent to prospective clients. Choose the ad, set the start date, frequency, and status, and decide whether to send it immediately or at a later time. This feature helps you engage with clients effectively through targeted marketing campaigns.

How does the CRM help in tracking and managing customer interactions?

The CRM tracks all interactions with customers, including status changes, notes, attachments, and email communications. This comprehensive tracking ensures that your team has a complete history of customer interactions, facilitating better decision-making and customer service.

Is the CRM accessible on mobile devices?

Yes, Managing It Right’s CRM is designed to be accessible on mobile devices, allowing you to manage customer information and interactions on the go. Whether in the office or in the field, you can access and update customer data anytime, anywhere.

Does the CRM offer analytics or reporting features?

Absolutely, our CRM includes robust reporting and analytics capabilities. Generate reports on sales pipelines, client interactions, campaign effectiveness, and more. These insights empower you to make data-driven decisions, optimize processes, and improve overall business performance.

Can I integrate Managing It Right's CRM with other tools or platforms we already use?

Yes, our CRM supports integration with various third-party tools and platforms to enhance functionality. Whether you use accounting software, marketing automation tools, or communication platforms, we can help streamline your workflow by syncing data and processes across systems.

How secure is the customer data stored in Managing It Right's CRM?

We take security seriously. Customer data stored in our CRM is protected by robust encryption and access controls. Our platform adheres to industry standards for data security and compliance, ensuring that your sensitive information remains safe and confidential.

What our clients say

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I highly recommend Managing It Right. We are on the subcontractor side and use several portals for over 50 customers and our people prefer MIR. You can set up permission based users, verify a schedule date, see if a PO has been paid or review job files at the click of a button. You can even upload a picture of a completed assignment to speed up payment approval. The team at Managing It Right have even came to our office on multiple occasions to train our new people and make sure we are getting the most out of the portal. I can’t say enough about the customer support. The overall experience with Managing It Right has been outstanding!
Barry Jones
JCS Carolinas
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Managing It Right allows for clear communication between my team and the builder. We also love the ability of automation. All the documents and designs selections can be easily shared, maintained and hosted so there is not confusion on what is being installed and designed. This system makes our jobs more effective and the houses more beautiful.
Lifestyle Designs Co LLC
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We enjoy using Managing It Right software as a vendor for multiple home builders. This product simplifies our accounts receivable and helps to track payment status and schedules. From a vendor’s standpoint, it couldn’t be much easier. The customer service is excellent as well!
William Haigler
Uncommon Grounds, LLC
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Managing It Right is a software program that we’re excited to get started with. Been on board for a few months now. They have the features that we’ve been looking for, scheduling, accounting, tracking progress on jobs, and a host of other features. Like any software program it takes time to set projects up and if you have a question they are quick to respond and help you through it. We can see how Managing It Right will really streamline your production and improve your own process if you’re an experienced builder or just starting out. So give them a shout and get a demo you’ll be glad you did!
Steve Wichnoski
Wichnoski Builders LLC
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One of the best tools any business can have is the power to communicate.
Managing It Right has been a powerful tool to communicate with our contractors and suppliers to keep our jobs on schedule.
Elite Management Group USA