CRM

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CRM-SOLUTIONS

Keep all your lead information in one database with different methods for lead capture.

    •   Web Form Submission

      1.   Easy to Create Web Forms and Form Fields

      2.   Simple Form Code For your Website

      3.   Custom Form Field Validation
      •   Lead Import

        1.   Import Lead Information in a .CSV File / also different file formats

      •   Manual Entry

        1.   Enter Leads Directly as They Come in Over the Phone with an Easy interface


Sales Lead Management

All the tools you need to manage sales leads efficiently.

    •  Lead Attention Indicator

    •   New Lead Indicator

    •   Tasks With Reminders

    •   Customizable Contact List

    •   Statuses/Dispositions

    •   Search Database

    •   Send Custom Emails or Personalized Email

    •   Attach Files to Leads

    •   Track Events and Activities

Sales Force Automation

Automate steps of your sales process to sell more efficiently

    •  Delegate Leads

    •   Send Notifications of Events

    •   Send Mail Marketing Campaigns

    •   Create Tasks with Reminders

    •   Set Statuses

    •   Validate Contact Information

    •   Update Contact Information

Sales Team Management

Manage and monitor all your sales team's activity

    •   Time stamped Logs of User activity

    •   Take Complete Control Over User Access Rights

    •   Admin Log In as Any User


CRM and Lead Reselling

Resell leads and offer your clients a CRM account as added value

    •   Set up Automated Lead Delivery

    •   Bill Clients Directly Through the System