CRM

Full CRM to store and search customers. Notes, attachments and events. Support tickets from your customers, partners and internal processes to monitor workflow

                       The search functionality provides easy access to information whether a customer name, postcode, telephone, email address or quote ID.


                       Attachments are also available throughout the system allowing upload of files which are stored against customer, quotes, orders, products and more.


                      Optionally the calendar system and email can be integrated with Office 365. This allows synchronization of the CRM calendar, and email sending.


                      The CRM can provide click to call and screen popping if the customer's phone system supports this functionality.


                      Access to portals for each user can be controlled via the CRM as well as unique settings that can be applied to each customer.


                      Notes are available throughout the system and can be assigned to almost any functional area e.g. customer, user, quote, order, reseller, product.


                      Tasks & events can be created against different objects e.g. customers, quotes, orders. You can set reminders which pop up onscreen as a notification. Users can “snooze” reminders or complete them. These tasks are fully audited and if the users required can be synced to their Outlook/Gmail and smartphone through the email appointment functionality which provides a calendar invite for the task.

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