Our hosted CRM service can be customised to your requirements.
But click below to see a few sample screenshots, which we hope will give you a flavour.
A useful dashboard can be customised to show each user the info they need.
Search by company name or postcode, or easily add search criteria on the fly, to narrow down the list.
The company screen provides a complete overview of the account, including address/telephone, associated contact people, scheduled meetings and calls, hostoric meetigns, calls and emails, as well as current and past opportunities.
Use tags to categorise your contacts. It could be based on their interests, or events attended - whatever you wish. You can then search for all contacts which have a particular set of tags. Useful for selecting people for mailing activity, event invitiations etc.
There is a full calendar built in to the CRM system. View your meetings and calls by day, week or month. View a timeline of your events, along with those of one or more colleagues. Synchronise with Google Calendars.
The meeting screen is where you can indicate the attendees - whether they are colleagues or contacts. The meeting will show up on all relevant staff calendars.
If you're plannign a call to a client (or any other contact), you can schedule it in your diary and maybe set a reminder. Other staff members will also see this scheduled call if they are viewing the contact's record.
Staff members can also record calls after they've happened. A full history on the contact record will enable the team to serve clients better, even when the staff member in question is not around.
A full-scale email system is built in to the CRM. If you choose to use it, then incoming and outgoing emails can be connected to contacts and companies. This helps to build up a full communication record and saves switching from application to application, or copying and pasting information around.
When composing an email, you have access to formatting (bold, italic, coloours etc) and you can attach files too. Everything will be linked to the contact and company.
Well End Barn, Friday BridgeWisbech PE14 0HQ, UK