Management - Customer Relationship Management



 

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The Customer Relationship Management module contains processes that are put in place by a company to record contacts, handle and better it's clients relations and services rendered, as well as keeping records of money owing. This module is sold together with the Contacts module. See the Contacts Integrated module for more information.

Benefits

What are the benefits of using Intoweb's Customer Relationship Management?

  • You can purchase the Customer Relationship Management as a standalone version - you don't have to buy the entire Intranet System
  • The Human Resource Customer Relationship Management runs online, which allows you to access any information from anywhere in the world at any given time, as long as you have Internet access.
  • The Customer Relationship Management is fully customizable to suit the needs of your business.

Features

General Features

  • addresses the need to keep and follow up on sales made and clients contacted in order to provide effective management of products and service
  • Facilitates a search of all available clients
  • Enables record keeping of client visits
  • Generates reports regarding products, account managers, outstanding money and referrals
  • Keeps client contact list
  • Keeps a list of potential clients
  • Can import and export CSV files to facilitate smooth data capturing

Related Info

Articles

Here is a list of some other Intranet Systems you may find useful

Screenshots

Please click on an image below to view the Customer Relationship Management Screen shots

Customer Management Overview
Contact Search
Meeting Schedule
Manage Company Access
Add New Contact
Manage Products
CRM Reports
CRM Notes

 

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