| CRM System |
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| To steer your company through these turbulent times, it's more important than ever to be on top of every lead, every opportunity, and every customer. Without a big up-front CRM software investment that's expensive to install and maintain. |
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| CRM solutions are one of the few investments that your business can justify in this economy. Because to steer your company through these turbulent times, it's more important than ever to be on top of every lead, every opportunity, and every customer interaction. What you can’t afford is a big up-front software investment that's expensive to install and maintain. |
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| Key Features: |
| Sales Force Automation |
- Lead Management
- Account & Contact Management
- Opportunity Management
- Sales Quotes
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| Customer Support & Service |
- Trouble Tickets
- Knowledge Base
- Customer Self Service
- Online Knowledge Base
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| Marketing Automation |
- Campaign Management
- Mass Mailing
- E-mail Templates
- Mail Merge Templates
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| Inventory Management |
- Products Catalog
- Price Books
- Vendor Management
- Purchase Orders
- Sales Orders
- Invoices
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| Calendar & Activity Management |
- To Dos, Meetings & Calls
- Recurring Events
- Shared Calendar
- Activity History
- E-mail Notifications
- Notes
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| Email integration and Extensions |
- Email Client
- Outlook Plug-in
- Office Plug-in
- Thunderbird Extension
- Customer Portal
- RSS Feeds
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| Reports & Dashboards |
- Key Metrics
- Customizable Reports
- 20+ Pre-built Reports
- 20 Pre-built Dashboards
- Report Folders
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| Product Customization |
- Custom Fields (10 different data objects)
- Pick Lists
- Custom List Views
- Drag & Drop Modules
- Currency Customization
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| Security Management |
- User Management
- Profiles
- Roles
- Groups
- Organization-level Access Control
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| For other modules and information contact us please |
