Customer Relationship Management (CRM) is now key for most businesses when considering how to get the most from technology. The Interprise CRM module allows you to import your data lists and third party mailing lists into its leads database. These leads may then become prospects who’s opportunities can be measured and reported upon, or form part of a campaign. Hopefully, many will then become customers.
This CRM system is fully integrated into the eCommerce system which means customers from any location in the world can be automatically added as orders are processed on your eCommerce web site.
Key Features and Functionality
| Contact or Entity Centered Views |
| 360 Degree View of Customer transactions and activities |
| Leads and Prospect Management |
| Track & Manage Leads |
| Track & Manage Prospects |
| Convert Leads to Prospects or Customers & Opportunities |
| Calendar and Activity Management |
| Calendar Views for Meetings, To-dos, Calls, Call Backs |
| Activities can be marked as private so other users can see you busy but cannot see what you are doing. |
| Schedule a Meeting With Multiple People & Multiple Resources |
| Case Management |
| Case Management & Escalation |
| Case Dashboard |
| Service Level Agreements |
| Opportunity Management |
| Opportunity Management & User Defined Stages |
| Opportunities Linked to a Quote or Multiple Quotes |
| Opportunity Values based on Quoted Revenue or Margin |
| Opportunity Dashboard |
| Auto completion of Opportunity when Quote converted to an Order |
| Competitor Tracking |
| Quote Management |
| Quotes use Stock & Text Items |
| Quotes use Customer Special Pricing |
| Quotes convert to Orders |
| Target List |
| Target Lists Link to Customers (Default Contact) or All Contacts |
| Target Lists based on All fields in the database including custom fields created by users |
| Target Lists based on Sales History |
| Quick Email, Fax, Call List, Mail Merge Feature from Target Lists |
| Marketing Campaigns and Wave Management |
| Marketing Campaigns & Management |
| Marketing Campaign Waves for Email, Fax, Call List, Mail merge using Target Lists |
| Outbound Call Management & User Interface |
| Emails and Fax Management |
| Integrated Email & Fax Client (all incoming / outgoing emails/faxes are attached to contact activities automatically) |
| Emails/Faxes can be marked as Private to not appear in activity lists |
| Email Dashboard / Fax Dashboard |
| Email Composer & Designer |
| Other |
| Fully Featured Integrated Word Processor |
| Company Documents & Memo Centre |
| Business Intelligence Dashboards |
