CRM – CUSTOMER RELATIONSHIP MANAGEMENT

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Marketing

Expand your reach with email marketing campaigns. Bringing you relevance resulting in effectiveness. Automate follow-ups and personal emails for occasions like birthdays. Keeping your prospects and customers close has never been easier!


Features

  • Create a marketing list of ideal recipients by filtering on any information stored in lead or contact records
  • Email/ SMS marketing
  • Send attractive emails using your choice of any pre-built email template, or build your own from scratch via HTML or rich-text
  • Generate campaign dashboards and reports to analyse performance of campaigns and learn how to drive further engagement
  • Use auto-responders to automate triggered emails

Sales

View all details and contact history of leads and customers through a centralised record. Create calendar events to stay on top of your commitments. Synchronize with Google, Microsoft Outlook, and other calendars.


Features

  • View complete history of leads and customers from their personal information, notes you have written to emails and calls exchanged with them
  • Create tasks to follow-up and calendar events that are synchronised with Google, Outlook and other calendars
  • Automatic import of contacts from anywhere including CSV file, an email, a form submitted on your website or a third-party app such as Google Contacts
  • Illustrate your opportunity pipeline on your dashboard in real time
  • Measure performance of employees, products and even opportunities with pivot tables and charts
  • Forecast future sales
  • Export data to CSV file for further analysis

Support

Multi-channel support for customers who engage your services or help. Automatic assignment of cases to an agent or a group of agents to facilitate prompt responses. Prioritise key cases and convert common cases to FAQs.


Features

  • Chronologically ordered case history
  • Multi-channel support for customers
  • Automate assignment of cases to an agent or a particular group of agents
  • Customize & prioritize cases using any case data such as SLA, customer category
  • On-screen and email alerts when a case needs attention
  • Convert common cases to knowledge based solutions (FAQs) for the benefit of both customers and employees
  • Determine bottlenecks & drivers across your support process
  • Pull data from cases, customers, and other areas into customized tables, reports and charts

Productivity

Automatically create follow-up tasks so there will not be missed opportunities! Analyse and gain deeper insights on your organization using. Share amongst your co-workers by exporting into CSV or Excel file.


Features

  • Create record-linked tasks and events for quick access to information
  • Automatically create tasks and events using workflows
  • Synchronize events with Google Calendar, Outlook, and other calendars
  • Build reports from any data
  • Create pie, line, or bar charts that visualize any data & pin to the dashboard
  • Export reports and charts to CSV files for sharing or further analysis

Inventory

Capture information on products and services into the system. Link to vendor for quick purchase order creation once inventory level runs low. Able to synchronize quotes and invoices created with companyies.


Features

  • Store all information about products and services, including serial numbers, pictures, descriptions, prices, stock numbers and more
  • Quick purchase order creation when stock runs low
  • Use template to quickly generate quotes, invoices, purchase and sales orders to spec, including your company logo and addresses
  • Automatic deduction of inventory stock upon approval
  • Able to synchronize with company’s accounting software
  • Send online payment requests to customers, which after being paid, reflect against their outstanding invoices

Customer and Membership Management

Customer retention is vital. Are you doing anything to show your appreciation to deserving customers? An easy and intuitive solution that helps organise your customers and memberships. Collect, track and report on personal details and purchase activities of any existing member, while attracting new ones!


Features

  • Multi-user access to all data pertaining to Membership
  • Configure unlimited membership types and customize tiers packages
  • Track start date, end dates, and renewals
  • Gauge member interest, track member activity & offer member perks
  • Promote online membership pages to users
  • Use grouping features to segment specific groups for targeted email and direct marketing of promotions and discounts to existing or expired memberships
  • Send automated timely information on membership renewals, fees and more
  • Able to integrate with company’s accounting software and Outlook

Extensibility

Data can be exported via CSV or APIs to be integrated into other corporate software like accountingsystems or email applications.


Features

  • Scripting
  • Client extensions
  • Custom reports
  • Import/Export/Publish customizations

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