PRODUCT INFO Customer Relationship (CRM)

Customer Relationship (CRM)

The CRM is an intuitive customer relationship management system with lead and opportunity management, integrated tasks and more.

Features and Tools

  • Lead management
    • Collect every lead in one place
    • Record discussions and follow-ups easily
    • Monitor end-to-end progress of each lead
    • Start with just a company name, then add information as you learn it
    • Import leads received from shows or from external data bases
  • Opportunity Management
    • Identify sales opportunities as they arise
    • Choose products from a catalog or just estimate overall value
    • Sales reps identify their progress using a consistent set of sales stages
    • Estimate future business based on probability of sales
  • Integrated Calendar & Task Manager
    • Comprehensive online calendar
    • Keep everyone's tasks and appointments in one place
    • View tasks and appointments by customer or sales rep
    • Follow up activities shown on relevant dates
    • Track progress and estimated completion for each task
  • Keep it simple and flexible
    • All your sales data in one place
    • No software or hardware to install; everything runs over the Internet
    • One version of the program; no separate editions with separate prices
    • You can export any amount of your data at any time for any purpose
  • Make Managing Easier
    • See it all from your desktop or wherever you go
    • Produce customer files for any type of report or application
    • Generate customer letters or email campaigns based on any data you wish