Customer Relationship Management

With CRM, users can build business process models and create flexible, automated.
actions that can be activated to operate at any time..

Customer Management

everyone business knows that effective management of customers results in increased revenue and higher rates of customer retention. CRM allows you to track your customer journey throughout, from the initial inquiry stage through to purchase. You can also automate various reminders in order to keep in contact with the customer or to follow up at various stages of the buying process. It also has a built-in customer service module.

External Marketing Applications

CRM has an inbuilt marketing function which will assist with all your marketing efforts. It has a its own ROI calculator, as well as a sophisticated email campaign module built into the system, allowing you to design, deploy and track your campaigns all from within your CRM application. It also has the capability of capturing information directly from submitted website forms and placing this within the CRM to help you manage your sales leads more effectively.

Managing your Company’s Finances

CRM has an all encompassing finance module which helps keep track of all incoming and outgoing invoices. Its assists with the management of your company’s financial wellbeing. CRM helps you create PDF templates including contract documents, invoices and quotes, all of which can be stored with each separate customer account ensuing full viability of the financial status of any account in an instant.

Customer Relationship Management

With CRM, users can build business process models and create flexible, automated actions that can be activated to operate at any time. Users can also create sales pipeline models and design template customer quotes, regulate and control pricing strategies, maintain contract renewals and monitor the progress of leads.

  • Customer self-service
  • Sales portal
  • Flexible workflow
  • Servicing
  • Marketing
  • ROI calculator
  • Finance management
  • Billing and invoicing
  • Flexible modelling of business processes
  • Template quotations
  • Pricing strategy control
  • Contract renewals servicing
  • Q&A support