The Accounts module in CRM will store all information specific to a company that your organisation has a relationship with. Single or multiple contacts can be associated to an account and can help to keep track of important company insights.

Within the CRM Calls module, users can schedule and log a record of inbound and outbound calls which can be associated with an account.

CRM makes it easy to track, evaluate and manage campaigns. It helps in marking the various stages, importing targeted contacts, associating all the tasks, events, and calls related to the campaign. It also gives a detailed view of all marketing campaigns an individual customer has been a part of, such as email marketing campaigns.

CRM makes it easy to track, evaluate and manage campaigns. It helps in marking the various stages, importing targeted contacts, associating all the tasks, events, and calls related to the campaign. It also gives a detailed view of all marketing campaigns an individual customer has been a part of, such as email marketing campaigns.

CRM makes it easy to track, evaluate and manage campaigns. It helps in marking the various stages, importing targeted contacts, associating all the tasks, events, and calls related to the campaign. It also gives a detailed view of all marketing campaigns an individual customer has been a part of, such as email marketing campaigns.

CRM makes it easy to track, evaluate and manage campaigns. It helps in marking the various stages, importing targeted contacts, associating all the tasks, events, and calls related to the campaign. It also gives a detailed view of all marketing campaigns an individual customer has been a part of, such as email marketing campaigns.

CRM makes it easy to track, evaluate and manage campaigns. It helps in marking the various stages, importing targeted contacts, associating all the tasks, events, and calls related to the campaign. It also gives a detailed view of all marketing campaigns an individual customer has been a part of, such as email marketing campaigns.

A Lead is an unqualified sales prospect whose information is held within CRM. Leads can be considered the digital business cars of the prospects you are wanting to engage with. Leads can come from a variety of sources and channels including meet-ups, conferences, press releases and marketing campaigns, contact forms. When a lead is entered into the CRM, it can be automatically assigned to specific users to ensure the are qualified as part of your organisation’s sales funnel.

An Opportunity is a qualified Sales Opportunity that your business wants to progress to a ‘Closed Won’ status. The Opportunity module allows you to track your Opportunities throughout your businesses Sales Pipeline and keep an eye on any changes to the value associated with that opportunity, any contactsas part of a buying committee along with any interactions with the organisation.

This module within CRM allows you to create document templates. These templates can be used for Quotes, Invoices and Contracts.

The products module within CRM contains a catalogue of the products or services provided by your business, which users can select from when preparing Quotes.

The Quotes module in CRM allows your organisation to create, track and issue quotations to customers and outlines the requested product, the specified time it will take to deliver it and the agreed price. A Quote can easily be converted into an Invoice within the system. PDF versions of the quote can also be created based on the quote details and sent to the customer.

CRM can assist Users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action.

The Workflow module in CRM allows the automation of actions based on certain conditions set within the CRM data. This allows you as a business, to eliminate the need for laborious, manual tasks to be performed by your team, freeing up their time for what matters most.