CRM lets you connect your customers and financials. Increase your sales and customer loyalty by instantly viewing an individual customers sales history, top products purchased, and outstanding quotes. Reduce outstanding debtors by displaying a customers credit status, payment history and promises so payment can be requested if required.

You can capture and analyse all discussions and emails, view and update details from the one place, and create professional marketing campaigns based on actual sales data.

Sales managers can review all contacts and quotes by sales rep, create tasks, schedule calls and add follow ups. Sales reps can view their own accounts, outstanding tasks and quotes.

CRM features include:

• Key customer details displayed in customisable dashboards
• All contact details, phone calls, emails sent and received.
• View sales history by customer e.g. top products purchased.
• Send emails, internet faxes and personalised letters.
• View detailed customer and staff activity.
• Target marketing recipients using advanced queries e.g. those who purchased product X in the last 6 months.
• Send HTML email newsletters to maintain regular contact.