Interprise CRM Software Solution, Online CRM Application

Interprise CRM Software Solution, Online CRM Application

Online CRM Software Application

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Key Features
Screenshots

Key Features of the CRM Software

Standard

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

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

View Screenshots

CRM Workflow Dashboard

CRM Workflow Dashboard

CRM Calendar Dashboard view1

CRM Calendar Dashboard view2

CRM Case Dashboard

CRM Case Dashboard

CRM Opportunity Dashboard

CRM Mail Dashboard

CRM Fax Dashboard

CRM Fax Dashboard

CRM Document Management Dashboard

CRM Report

CRM Business Intelligence Dashboard

CRM Business Intelligence Dashboard

CRM Lead

CRM Convert Lead

CRM Prospect

CRM Prospect

CRM Activity Meeting view1

CRM Activity Meeting view2

CRM Opportunity

CRM Opportunity

CRM Opportunity Transaction

CRM Target List

CRM Campaign

CRM Campaign

CRM Campaign Wave

CRM Campaign Wave Target

CRM Service Level Agreement

CRM Service Level Agreement

CRM Preferences