Easy and intuitive to use, our CRM provides the relevant information your salesforce needs to improve their relationship with your customers, find new prospective customers, and win back former customers, as well as e sales faster. The more you know, and remember, about your customers and prospects the more your contacts know you care about them. This enables you to forge a much stronger connection and a deeper relationship with your customers.

Additionally sales management has real-time insight into pipeline opportunities and sales numbers, and an efficient avenue for managing sales reps.

  • Some of the standard features included are,
  • Separate Customer and Prospect databases.
  • Preparation of quotations for customers and/or prospects.
  • Conversion of a Prospect to a Customer whilst retaining all CRM history.
  • Multiple contacts with categorisation for targeted marketing.
  • Automated ring-back reminders by date and time.
  • Automatic ring-back roll on so you never forget to call someone.
  • Multiple ring-back operators per Prospect and/or Customer.
  • Unlimited call comments with comment categorisation so you can group comments, . E.g. Orders , quotations, web Store orders, debt chasing, GDPR opt-in/out
  • Full order and quotation history at a glance.
  • Identify those contacts who require documents via email and the type of document they receive, e.g. invoices, statements, order acknowledgments, debt letters.
  • Define web store login credentials and personal settings per contact, e.g. order pad only, orders need authorising, brand and/or product group restrictions.
  • Quick and easy order search for customer enquiries, "Can I have some more of those files I had 3 months ago?"
  • Real-time credit control.
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