CRM Features

"A complete capsule CRM for any size of business, that's tailored to your business requirements"

Track & Manage Your Sales

From capturing leads from your website automatically, to tracking leads/accounts and sales opportunities through to quoting, ordering and invoicing our CRM provides a complete solution for your sales cycle. Your sales can happen anywhere and our CRM allows you to quickly process sales, reducing paperwork with automated processes meaning you can spend more time making sales rather than administering them.

Marketing Made Easy

Set up online and offline campaigns with ease in the CRM, send mass marketing email or SMS text messages to leads or existing customers. Target the right people at the right time, as all of the customer history is located in one place, making marketing simpler, more informed and faster.

Stock & Product Management

Take your sales cycle further with one simple system, manage all your products, stock levels and services in one place. As the CRM can handle custom fields by default we can record any information you need to manage your inventory better. Link products and services to suppliers or vendors, raise purchase orders automatically, you decide, our CRM is flexible and customisable to your needs.

Deliver Outstanding Support

Your existing customers are more likely to spend more with you than anyone else, so providing exceptional after sales service and support is key to most businesses. With our CRM you can do this by using modules specifically designed to support customers. Rather than a separate system for service, your staff can access all information about the customer in one place.

Management Overview

Understand and direct your business with real live insights into performance, issues and risks. Our CRM provides a simple to use reporting module to enable you to create reports, schedule them for sending via our automatic email system, or view dashboards giving you visibility of your business at a glance.

All CRM Features

Feature

Team

Business

Enterprise

Lead ManagementCRM Included Feature CRM Included Feature CRM Included Feature
Opportunities / Sales PlanningCRM Included Feature CRM Included Feature CRM Included Feature
Account ManagementCRM Included Feature CRM Included Feature CRM Included Feature
Contact ManagementCRM Included Feature CRM Included Feature CRM Included Feature
Document ManagementCRM Included Feature CRM Included Feature
Calendar & Todo'sCRM Included Feature CRM Included Feature CRM Included Feature
Marketing CampaignsCRM Included Feature CRM Included Feature
EmailsCRM Included Feature CRM Included Feature
Email TemplatesCRM Included Feature CRM Included Feature
SMS Text MessagesCRM Included Feature CRM Included Feature
QuotesCRM Included Feature CRM Included Feature CRM Included Feature
Sales OrdersCRM Included Feature CRM Included Feature CRM Included Feature
InvoicesCRM Included Feature CRM Included Feature CRM Included Feature
ProductsCRM Included Feature CRM Included Feature CRM Included Feature
ServicesCRM Included Feature CRM Included Feature CRM Included Feature
Price BooksCRM Included Feature CRM Included Feature
Supplier ManagementCRM Included Feature CRM Included Feature
Purchase OrdersCRM Included Feature CRM Included Feature
Ticket Management (After Sales Support)CRM Included Feature CRM Included Feature
Service ContractsCRM Included Feature CRM Included Feature
Asset ManagementCRM Included Feature CRM Included Feature
Project ManagementCRM Included Feature CRM Included Feature
ReportsCRM Included Feature CRM Included Feature
Custom ModulesCRM Included Feature CRM Included Feature
API AccessCRM Included Feature
3rd Party IntegrationWe have some standard integrations, please contact us for more information.CRM Included Feature
Advanced Security ProfilesCRM Included Feature CRM Included Feature
Multi-Lingual SystemCRM Included Feature CRM Included Feature
Multi Currency SystemCRM Included Feature CRM Included Feature
Telephone SupportCRM Included Feature CRM Included Feature CRM Included Feature
Email SupportCRM Included Feature CRM Included Feature CRM Included Feature
Live Chat SupportCRM Included Feature CRM Included Feature CRM Included Feature