Contact Info
Manage all your contacts in this easy to follow contact system. Hold all your clients most important details including all correspondence. Use the address lookup tool to find addresses quickly by entering only the post code, send instant text messages (subscription to web service required), e-mails and faxes with the click of a button and keep track of your communications.
Contact Info - a closer look
Our contact system allows you to easily find every contact you have within one company. Simply click "other contact" and the database will find all the other contacts you have within that one company.
Maps
Never get lost on the way to an important business meeting again! This handy tool finds your clients offices with the click of a button. Google maps is integrated within our system and uses your clients postcode to find a detailed map of the area.
Contact Info - Notes
An important part of a CRM system is being able to see what has been discussed with a client and which member of staff your client has been speaking to. This system does that wonderfully and also adds the date, time and type of communication used. You will be alerted to when a follow up is required and warned in red when a follow up is over-due.
Communications - Letter
Create letters styled to your branding requirements and print directly from the database.
Communications - SMS
Send text messages to mobile phones straight from the CRM system (subscription to web service required).
Proposals
This system allows you to write detailed proposals whilst calculating the margin in the sale. It also shows your clients credit limit. Each proposal is assigned a unique quotation number.
