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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
Case Management
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
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
View Screenshots
CRM Workflow Dashboard
CRM Calendar Dashboard view1
CRM Calendar Dashboard view2
CRM Case Dashboard
CRM Opportunity Dashboard
CRM Mail Dashboard
CRM Fax Dashboard
CRM Document Management Dashboard
CRM Report
CRM Business Intelligence Dashboard
CRM Lead
CRM Convert Lead
CRM Prospect
CRM Activity Meeting view1
CRM Activity Meeting view2
CRM Opportunity
CRM Opportunity Transaction
CRM Target List
CRM Campaign
CRM Campaign Wave
CRM Campaign Wave Target
CRM Service Level Agreement
CRM Preferences
