CRM

• Instantly view significant information about a customer/prospect in a single screen including enquiries, estimates and orders
• Group by and sort customer/prospect lists
• Securely add file attachments against customers and contacts
• Access full customer/prospect history
• Lookup customer activities
• Maintain competitor information

In addition to the main application, the following modules are available:

CRM Module

Add CRM (Customer Relationship Management) functionality:

• Home - front screen with summary information from different areas
• Opportunity - build a revenue stream with estimated close dates
• History - remembers previous parameters for quick access
• Tasks - task management and reminders
• Events - diary events including follow up
• Complaints - complaint management and resolve processes

CRM Mobile Module

The mobile version of the CRM is specifically designed to work on a wide array of platforms, including NetBooks and all modern smart phones including Blackberry, Palm, iPhone, Windows Mobile and Google Android.

If a mobile device is lost or stolen, the IT department can relax as the built-in security ensures that no company or sensitive information is compromised. The Mobile CRM is not just for the sales team, it can be used by any customer-facing members of the organization.

Applications: CRM | Sales Enquiries | Estimating | Order Management | Production Scheduling | Business Intelligence | Data Collection | Inventory Management | Job Costing | Customer Portal | Connect