CRM Home
Features
Quick Tour

Features for the sales staff

  • Full featured CRM enabling tracking of every contact, sale or customer interaction anybody in the organization every had with a customer. 
  • Complete integration of e-mail into the contact and sales management process - with whatever attachments your sales professionals wish to use - or get -- from their customers. Every e-mail or attachment is linked for ever to the customer card.
  • A highly sophisticated calendar and assignment module that allows managers to maximize the efforts of the sales force and to follow up leads in the most effective manner. 
  • Inventory integration allowing sales people - especially if they are on the road to -- adjust customer expectations in the most effective way. 
  • Full-featured WebMail client accessible from any internet enabled device. 
  • Quick and easy browsing through messages. 
  • Sales staff can see all the e-mails sent by different members of your organization to each single customer through e-mail threading linked to a customer card. 
  • The ability to self-assign opportunistic sales leads.

For the Manager and Marketing director 

  • Highly configurable list of actions, follow-ups, results, assignment types and notes to suit the needs of any organization. 
  • The most sophisticated search and query generator on the market (Who is buying - or not buying-- what kind of products and what prices range from who where and why). 
  • Unique self configuration features that allow managers to change, tweak, alter add and delete features and access to the system. 
  • A marketing tool that enables easy segmentation of the customer base and generation of messages to specific groups. E-mails messages templates can be either in txt or HTML. 
  • Metrics on the fly for specific purposes. 
  • Full integration and response to the volume of sales leads generated by an active web site. 
  • Look both inwards and outwards. (How many assignments were closed in January after we withdrew that offer?) 
  • Capable of collecting e-mail messages from virtually unlimited number of POP3 servers and accounts. 
  • Keeps your mail on a server so you can view it from more than one computer. 
  • A feature linking several e-mail addresses to one client. 
  • Linking of every important interaction with a customer to an individual and global sales calendar. 
  • The ability to transfer assignments between sales people and departments while maintaining all the records of previous interactions. 
  • The ability to export calendar events to other applications and devices. 
  • The ability to track each sales person's efficiency with regard to product lines, regions and many other variables. 
  • Manage your most critical business information on the go. 
  • Capture vital data at the point of customer contact. 
  • Wirelessly update opportunities, review account information and the tasks assigned to you, access calendar and contact details, manage orders, and respond to requests. 
  • Communicate with colleagues, employees, partners, and customers through a variety messaging systems including SMS, E-Mail. 
  • Increased efficiency and faster information exchange, replacing paper-based systems with mobile computer automation.






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