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

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

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

CRM Mobile Module

Generic mobile version of the CRM specifically for non-Apple mobile platforms including Blackberry, Android and Windows Phone.

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.

COMPLAINTS MANAGEMENT

Management and tracking of the full life cycle of a complaint including:

• Log Time and Costs
• Track Progress
• Log Journals against the complaints
• Public Journals
• Email alerts
•  Link to Orders

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