Customer Relationship Management (CRM)

Interactions

Features

Description

Benefit

CRM Module

Control communications to all areas of your business from sales to support to after sales service

Happy customers

Increased company customer base

Customer Activities

View all information relating to a customer interaction via emails sent, memo notes, time logs, support logs, checklists, Bookins

Easy tracking of customer and supplier communication.

Alerts

Creating of alerts against various documents, customers, suppliers, stock items and many more

Instant notification for staff to be aware of notes against areas of concern

Reminders

Allows a user to capture a list of items which need to be completed

User can keep a list of items outstanding to complete and tick off completed items

Contact and Networking Setups

Create multiple lists of contacts and general database lists for marketing purposes.  Once a customer purchases one can promote the contact to the customer list

One database controlling a list of general contacts and networking lists

Bookins

Keep track of client assets coming in and out of your office

Customer stock control within your company

Sales Leads

Tracking of presales for sales representatives.

Check status of customer progress within the sales cycle

Check value of sales pipeline

·   Control of sales leads will equal to greater closure of sales for the business

Time Tracker Clocks

Clock into the system with clock in and out on App

Use Barcode scanning to clock onto jobs

Speed up capturing of time via barcode and clock in

Promote clocks to time logs

Time Logging

Log Time at customers.  Promote this to an invoice.  Keep track of time at a client

Promote to a job cost

Excellent for Consultants, Technicians, Field and Production staff, Accountants, developers and any company capturing time against clients

Support Logging

Log Support enquiries from customers.  Allow automatic support logs via email from a client.

Keep track of support calls from customers.  Control issues and handle enquiries

Checklists

Create multiple checklists of procedures

Add photos and indicate whether tasks are complete

·   Control of workflow for tasks to be completed by staff member

·   Prechecks to a job

·   On the job process checks

SMS Mailing List

This gives the ability to create SMS mailing groups from information within the application.

SMSs can conveniently be sent to SMS mailing groups directly from within the application.

Email Mailing List

This gives the ability to create mailing groups from information within the application.

Email lists can be exported to Mail Chimp

Emails can conveniently be sent to mailing groups directly from within the application or from an external program called Mail Chimp