Product Description:
What is CRM
By keeping all your information in one place it makes it simpler to manage your everyday tasks. Our CRM helps you to manage and track your sales opportunities to effectively prioritise your sales effort, giving you visibility of your sales pipeline throughout the sales process and helping you to focus on the opportunities that are closer to a sale.
Even more importantly our CRM system can be used by sales representatives for prospecting or generating new business leads. By using your CRM system on a daily basis to log calls to action, send quotations and keep notes of calls and emails made you can keep track of potential new business and nurture leads to the point of sale. All in all your CRM system works with you to help find, keep and build customer relationships and ultimately sales.
Customer contact management
Lead management from prospecting to conversion, keep track of task and interactions
Reports and Dashboards, consolidate data to provide meaningful and practical information that can help inform decisions e.g. analysing conversion rates or lost sales
Task management – add, assign and track actionable tasks and project status
Document generation and personalisation, produce quotations and commercial project estimates that can include your logos and supportive text
Integrated glass pre-optimisation
