{"id":32,"date":"2020-08-11T12:40:42","date_gmt":"2020-08-11T11:40:42","guid":{"rendered":"http:\/\/purple-potato:8888\/?page_id=32"},"modified":"2023-04-24T14:09:53","modified_gmt":"2023-04-24T13:09:53","slug":"crm-features","status":"publish","type":"page","link":"https:\/\/purple-potato.com\/crm-features\/","title":{"rendered":"Features"},"content":{"rendered":"<h1>PP CRM<br \/>Features<\/h1>\n<p><a href=\"#cloud\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/features-hero-scroll-down.svg\" alt=\"\"><\/a><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/features-hero-bg-03.svg\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/features-feature-01-01.svg\" alt=\"\"><\/p>\n<h2>Cloud CRM Service<\/h2>\n<div>\n<p>With the app hosted in the cloud your user can access the CRM on desktop and mobile devices anywhere they have internet access.<\/p>\n<p>This also allow managers to see progress of remote teams no matter where they are based.<\/p>\n<\/div>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/05\/singlecust.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/features-feature-02-01.svg\" alt=\"\"><\/p>\n<h2>Collaborate With<br \/>Your Team<\/h2>\n<div>With your customer information all in one place your entire team can support your customers and know the staus of any enquiries<\/div>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/features-feature-02-check.svg\" alt=\"\"><\/p>\n<div>Set tasks for collegues<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/features-feature-02-check.svg\" alt=\"\"><\/p>\n<div>Assign enquiries<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/pricing-check-1.svg\" alt=\"tick with no background\"><\/p>\n<div>View progress on enquiries<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/pricing-check-1.svg\" alt=\"tick with no background\"><\/p>\n<div>Priorities leads<\/div>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/05\/collaborate.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/features-feature-03-01.svg\" alt=\"\"><\/p>\n<h2>Proactive reminders and notications<\/h2>\n<div>Never miss a deadline again, with daily email summaries of your enquires theirs status and any tasks you have due.<\/p>\n<p>Alongside that your dashboard gives you a clear view of where you need to focus.<\/p><\/div>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2020\/09\/dashboard.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/company-office-icon-02.svg\" alt=\"\"><\/p>\n<h2>CRM Email Integration<\/h2>\n<div>\n<p>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.<\/p>\n<p>With our outlook plugin you can get view and create enquiries directly from your inbox.<\/p><\/div>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/05\/alldevices.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/company-office-icon-01.svg\" alt=\"\"><\/p>\n<h2>Enquiry and Sales Reporting<\/h2>\n<div>\n<p>Track your sales and enquiry status with the reporting system.<\/p>\n<p>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.<\/p>\n<\/div>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/05\/customreports.png\" alt=\"\"><\/p>\n<h2>Mighty CRM Tools to boost your conversions<\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/features-tools-05.svg\" alt=\"\"><\/p>\n<h3>Customer Records<\/h3>\n<div>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.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/features-tools-01.svg\" alt=\"\"><\/p>\n<h3>Enquiry Records<\/h3>\n<div>A clear view of your enquiries and their progress, with active reminders of deadlines the CRM ensures you dont miss that big opportunity.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/features-tools-06.svg\" alt=\"\"><\/p>\n<h3>Tasks &#038; Reminders<\/h3>\n<div>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.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/company-office-icon-01.svg\" alt=\"\"><\/p>\n<h3>Direct Email<\/h3>\n<div>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.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/features-tools-04.svg\" alt=\"\"><\/p>\n<h3>Outlook Add-In<\/h3>\n<div>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.<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/company-office-icon-02.svg\" alt=\"\"><\/p>\n<h3>Business Reports<\/h3>\n<div>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.<\/div>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/05\/platforms.png\" alt=\"\"><\/p>\n<h2>Different Platforms.<br \/>\nSame User Interface.<br \/>\nEqual Performance.<\/h2>\n<ul>\n<li>\n        <a href=\"\">Windows<\/a>\n    <\/li>\n<li>\n        <a href=\"\">Android<\/a>\n    <\/li>\n<li>\n        <a href=\"\">Mac OS<\/a>\n    <\/li>\n<\/ul>\n<div>\u00a336<\/div>\n<div>SME Growth Plan<\/div>\n<h2>Get Started Today<\/h2>\n<div>\n<p>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!<\/p>\n<\/div>\n<p>\n    <a href=\"\/pricing\/\">See Pricing<\/a>\n<\/p>\n<p><!--more--><br \/>\n<!-- {\"name\":\"Features\",\"type\":\"layout\",\"children\":[{\"name\":\"Hero\",\"type\":\"section\",\"props\":{\"style\":\"default\",\"width\":\"default\",\"vertical_align\":\"middle\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"title_breakpoint\":\"xl\",\"image_position\":\"bottom-center\",\"image\":\"wp-content\\\/uploads\\\/features-hero-bg.svg\",\"image_size\":\"cover\",\"height\":\"percent\",\"overlap\":true,\"padding_remove_top\":false,\"header_transparent\":\"light\",\"text_color\":\"light\",\"header_transparent_noplaceholder\":true,\"animation_delay\":\"200\"},\"children\":[{\"name\":\"\",\"type\":\"row\",\"props\":{\"layout\":\"expand,large\"},\"children\":[{\"name\":\"\",\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"media_overlay_gradient\":\"\",\"width_small\":\"expand\",\"width_medium\":\"expand\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"name\":\"\",\"type\":\"headline\",\"props\":{\"title_element\":\"h1\",\"content\":\"PP CRM<br \/>Features\",\"title_style\":\"heading-medium\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\"}},{\"name\":\"\",\"type\":\"image\",\"props\":{\"margin\":\"default\",\"image\":\"wp-content\\\/uploads\\\/features-hero-scroll-down.svg\",\"link\":\"#cloud\",\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"image_svg_animate\":false}}]},{\"name\":\"\",\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"media_overlay_gradient\":\"\",\"width_small\":\"medium\",\"width_medium\":\"large\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"name\":\"\",\"type\":\"image\",\"props\":{\"margin\":\"default\",\"image\":\"wp-content\\\/uploads\\\/features-hero-bg-03.svg\",\"animation\":\"parallax\",\"parallax_y_end\":100,\"parallax_y_start\":500,\"visibility\":\"s\",\"image_svg_color\":\"emphasis\"}}]}]}]},{\"name\":\"Feature-01\",\"type\":\"section\",\"props\":{\"style\":\"default\",\"width\":\"default\",\"vertical_align\":\"middle\",\"title_position\":\"center-left\",\"title_rotation\":\"left\",\"title_breakpoint\":\"xl\",\"image_position\":\"center-center\",\"title\":\"All Devices\",\"id\":\"cloud\",\"padding_remove_bottom\":true,\"padding\":\"large\",\"animation_delay\":\"200\"},\"children\":[{\"name\":\"\",\"type\":\"row\",\"props\":{\"layout\":\"1-3,2-3\",\"vertical_align\":true},\"children\":[{\"name\":\"\",\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"vertical_align\":\"middle\",\"media_overlay_gradient\":\"\",\"width_medium\":\"1-3\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"name\":\"\",\"type\":\"image\",\"props\":{\"margin\":\"\",\"image\":\"wp-content\\\/uploads\\\/features-feature-01-01.svg\",\"text_align\":\"left\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"image_svg_color\":\"muted\",\"image_svg_inline\":true,\"image_svg_animate\":true}},{\"name\":\"\",\"type\":\"headline\",\"props\":{\"title_element\":\"h2\",\"content\":\"Cloud CRM 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