Features

Secure login with multiple security levels – the secure log in ensures that you only see the information that is relevant to you, maintaining confidentiality and keeping things simple. Personalised screens – the CRM presents users with personalised information for quick and focussed access to their activities. Advanced reporting – CRM professional comes with adhoc report builder where by end user can create, edit and save their own reports. Extensive Data Mining – the CRM provides a most comprehensive contact search engine based on multiple creterions allowing the user to easily retrieve specific contacts data. Opportunity/Pipeline Management – take full control of your sales cycle with our pipeline module. Action Tracking / reminders - set action tracking for sales or marketing staff. Generate automated emails for action reminders Campaign Management - take full control of your campaigns. Manage and run multiple campaigns simultaneously. Client Module –Improve your client relationship by allowing access to specific campaigns to your client. Mail Merge / Email Templates – Generate bulk letters or emails for your contacts. User management – Fully admin controlled user management module. Create new accounts for internal staff or make use of restricted access accounts for other account types A bespoke system – following our start up meeting the system will be modified to your requirements. We focus on delivering a bespoke solution that will mould to you business processes. All modification will be carried out by one of our UK based software designers. Data Management – Keep all your contact data in one place. The data remains your property with an export available at any time. Make use of our import template to upload contact and client data. A bespoke system – following our start up meeting the system will be modified to your requirements. We focus on delivering a bespoke solution that will mould to you business processes. All modification will be carried out by one of our UK based software designers. UK based support – You will be allocated a support number and a named UK based support engineer. Support also available via our online helpbox support system. Cost efficient and flexible payment options – Being a consultancy and not a software house we concentrate on delivering solutions that are fit for purpose with extremely flexible payment options. Ask for a quote and compare us to our competitors.