CRM Customization

What is a CRM?

CRM is a business management tool which has been developed to help businesses manage all the information related with their clients – from the marketing, to the first lead, to the point of sale as well as any current support or follow-up. It can be used to craft a total profile of the client, which can then be accessed by other members of the business, and allows the team of the business to ensure the to-do list of each other, and also to set-up more efficiently via the application.

The issues concerning customer relationships also get gradually more complex when more than one person deals with a client. It is very significant for the person who is communicating with a client to be absolutely familiar with the individual as well as their necessities, or fading that at the very least have all the information accessible.


Features

  • Complete sales management with forecasting.
  • Marketing management
  • Document management
  • Time management
  • Analytical tools
  • Multi-user environment
  • Shared communications and calendar
  • Management of contact as well as leads
  • Automation of the sales force
  • Email marketing and reporting
  • Ability to customize the knowledge base
  • A wide variety of reports
  • Tracking of tasks
  • Tracking of support
  • SMS and Email Integration to software
  • Meeting arrangement module
  • Business intelligence work flow management
  • Customer Services and support
  • Employee management and panel
  • Account and payroll management
  • Create Reminders
  • Create Quotes / Invoices
  • Create
  • Keep track of key sales leads