RLM can do More than Just Track Leads
You can use Broadlume Lead Management as a CRM, an HR tool, and so much more.
While Broadlume Lead Management was originally created as a powerful tool to enable flooring dealers to see, manage, and close leads, the simplicity of both the logic and the interface actually enables RLM to be used for an almost infinite number of other things. In many ways, RLM is limited only by your imagination.
Customer Relationship Management
We all know that retaining a customer is just as important – if not more important – than gaining a new one. For this reason, we created a Customer Management module for RLM.
With the addition of this module, you can manage your relationship with a person or company as they transition from a prospect, to a customer or client, to a repeat customer or client.
This module enables you to create contacts, set up companies in the system, establish new leads, create and assign new tasks, and basically track all interactions your team has with a client or customer. And by building multiple contacts within a client’s company, this CRM functionality is particularly valuable to flooring dealers who have homebuilders and other companies as an important part of their business model.
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HR and Hiring
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With the simple addition of a pipeline, the easily navigable and customizable RLM can be used to manage your recruiting and interviewing process, as well as managing the information related to current employees and subcontractors.
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Sample Checkout
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RLM can be used to track and manage that one detail that always proves to be a bigger issue than it should be – sample checkout and returns.
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Subcontractor and Vendor Management
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Similar to how you manage relationships and communications with a lead or a customer, you can use RLM to manage subcontractor relationships, as well as your relationship with multiple vendors (and the many contacts you might have within that vendor).
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Document Repository
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Since, at its core, RLM is a robust, easily navigable data base, the Customer Management module can also be used to house a variety of marketing, HR, operational, bookkeeping, and other documents that team members can easily access.
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Completely Customizable
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Want to do something else with RLM? Want to configure a pipeline or its contents in a way that’s uniquely beneficial to your company? Want to manage a different group of contacts? RLM can be customized to do almost anything related to tracking, retrieving, and managing any sort of data related to people or companies or processes.