Assign users and contacts to your enquiries to keep everything on track and recorded. Users are able to email the enquiry contact directly which logs all interactions.
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.
You may also custom tailor reports so that you can get a more detailed view of a specific company or enquiry.
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.
A clear view of your enquiries and their progress, with active reminders of deadlines the CRM ensures you dont miss that big opportunity.
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.
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.
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.
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.
Sign up today for your CRM and Purchase Order System Package to reap the benefits and track everything that is happening in your company today!
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