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Customers are saved into the CRM which then have assignable contacts and enquiries for that company.
The information includes but not limited to addresses, email addresses, contact telephone numbers, websites and total sales for that customer.
You may also track your sales and enquiry status with the reporting system.
All Devices
Assign Users and Contacts
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.
Teamwork
Upto Date Reporting
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.
Integrations
Mighty Tools
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.
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