Discover how CRM helps your whole company succeed!

Benefits of CRM


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    Track Information for:


  • Accounts - Assign a territory and sales has all there is to know about the company
  • Contacts - Record important E-mails easily with Advanced Outlook Integration
  • Opportunities - Run Pipeline Reports Effortlessly giving Sales more productive time
  • Customer Service Tickets - Information shared in combined Customer Support and Sales DB
  • Activities - Assign tasks to users, keep up to date on your team’s scheduled activities
  • Leads - Import leads from Excel, or a Text file and begin working them immediately
  • Supports RMA’s, Defects and ties together Marketing and Sales information all seamlessly

    Provide Acccess to the System via:

  • Client Server,
  • The Web,
  • Mobile Client, and / or
  • Remote Client

    Automate

  • Proposal / Quote Generation - Push button quotes!
  • Followup - Using Robust Contact Process Workflows
  • Sales Processes - Hyperlinked Macros to save time
  • Mailmerges, E-Mails and Marketing Campaigns
  • Proposal / Quote Generation - Push button quotes!
  • Followup - Using Robust Contact Process Workflows
  • Sales Processes - Hyperlinked Macros to save time
  • Mailmerges, E-Mails and Marketing Campaigns