Sales CRM

Lead Management

Get your Leads in many different ways, have automated email alerts and Tasks created for users to follow up:  

Website Forms
Mobile Business Card Reader
Social Media importer (LinkedIn, Facebook and Twitter)
Spreadsheet bulk importer

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!  

Website & Lead
Contact
Organisation 
Groups & Tags
Filters & Reporting 
Employers
Safe & Secure
Record Lawful Basis
Data Source and Dates
Manage Opt in/out
History & Audits

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

Multiple Sales Users
Interactive Reports
Email Alerts
Customised Automation

Quotes > Invoices

Add Products & Services
Status tracking and email alerts
Quote to Invoice 1 click
Customised PDF & Email Templates

Activities & History

Keep a record of your activities with your clients and manage user's schedules  

Create Meetings, Calls & Tasks
Relate to multiple Contacts and Organisations
Shared User Calendar
Sync with Outlook and Gmail

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:

No User Licences
100% Control of the software

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!

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