Sales CRM
Lead Management
Get your Leads in many different ways, have automated email alerts and Tasks created for users to follow up:
Contact & Organisation Management
Record all information about your clients, add custom fields to group and manage records
With quick editing you can update and manage multiple records in a few clicks!
Sales Pipeline
View your sales pipeline and activity on one screen!
Create and track your opportunities with your clients.
Sales reports include by status, user, and close month
Activities & History
Keep a record of your activities with your clients and manage user's schedules
CRM
Customer Relationship Manager
An online system & database that helps organisations of all sizes collect, manage and group their client data.
CRM can help improve all areas of an organisation from marketing & sales to contracts & delivery.
Keeping all of your interactions with your client in one place
Functionally very similar to the widely used SalesForce with a difference:
Customise your system to meet your needs, add fields & change layouts to ensure you capture information important to your organisation!
Would you like a Demo?
For more information on how we can meet the needs of your organisation get in touch now!