- Demo Videos
- Key Features
Customer Relationship Management CRM Software
The Customer Relationship Management or CRM module of Interprise can be used standalone or as part of a fully integrated package. As a fully integrated package it includes eCommerce and Accounting Software.
It was designed for small to medium sized businesses. It has mid market CRM features like Campaigns, Case Management, Target Lists etc but without the complexity and cost usually associated with implementing them.
The same client is loaded to the workstation regardless of whether you intend to run it over the Internet or LAN or a mixture of both.
You can download a 30 minute CRM Module Demo Video. To do this you should download the video file to your PC, Unzip it and then you can watch it offline using Windows Media Player. The download has a better resolution than the YouTube Videos.
Or View the Video online below now: The Video will go full screen and make sure you put it in HD mode or the resolution will be blurr. The Video is divided up into 4 parts due to length limits at YouTube.
Key Features of the CRM Software
- 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
- 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
- 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