PP CRM
Features
Cloud CRM Service
With the app hosted in the cloud your user can access the CRM on desktop and mobile devices anywhere they have internet access.
This also allow managers to see progress of remote teams no matter where they are based.
All Devices
Collaborate With
Your Team
With your customer information all in one place your entire team can support your customers and know the staus of any enquiries
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Set tasks for collegues
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Assign enquiries
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View progress on enquiries
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Priorities leads
Teamwork
Proactive reminders and notications
Never miss a deadline again, with daily email summaries of your enquires theirs status and any tasks you have due.
Alongside that your dashboard gives you a clear view of where you need to focus.
Integrations
CRM Email Integration
Setup your SMTP to send emails directly from the CRM to your customers. Recieve emails directly into the CRM to assign them to a contact and enquiry.
With our outlook plugin you can get view and create enquiries directly from your inbox.
Teamwork
Enquiry and Sales Reporting
Track your sales and enquiry status with the reporting system.
The reporting also tracks sales per user or as a whole sales team perspective. View your reports on a daily, monthly, yearly or using custom dates to get the numbers you need to see.
Integrations
Mighty CRM Tools to boost your conversions
Customer Records
Get a clear view of historic and ongoing communications and enquiries with your customers. Including historic value so you can ensure you look after your top customers.
Enquiry Records
A clear view of your enquiries and their progress, with active reminders of deadlines the CRM ensures you dont miss that big opportunity.
Tasks & Reminders
Set yourself or your team members tasks to manage your workflow, linked to either Customers or enquiries you can see any outstanding work required to close your sales.
Direct Email
With our email integration you can email directly from the CRM to customers giving an easy workflow to record your communications and keep all those important files saved with the enquiry.
Outlook Add-In
Our outlook add-in makes adding incoming and outgoing emails to your enquiry records a sinch. Alternatively you can forward your emails to the system for importing.
Business Reports
Our pre set and custom reports allow you to have the data you need to forecast sales and spot trends in cusotmer value, and analyse which marketing channels are working for you.
Different Platforms. Same User Interface. Equal Performance.
