Frequently Asked Questions
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CRM is designed to meet the requirements of a modern organisation which needs to be very flexible and whose staff are often based from different parts of the world.

CRM is web based so it can be accessed from everywhere (client's office, home, airport), which means that your staff always work on a live data. It also gives access to up-to-the-minute data, so users in remote offices can supply clients and prospects with accurate information at any time.

The same system is accessed by all users so all staff can work in parallel on the different components of a case at the same time. This streamlines activities, and results in a more efficient, controllable method of dealing with sales and marketing work load.

  • Keep on top of your customers from opportunity to invoice with this user friendly CRM software for the small business user.
  • Keep track of your customers 
  • Link Diary events to customers, opportunities and projects
  • A Project module that can also be used as a help desk
  • Track potential sales by recording your opportunities
  • Quotations
  • Invoice and Credit Notes
  • Record payments and track debt with the age debtors screen
  • Email your Quotations and Invoices in PDF format at the click of a button
  • Built in Backup and Restore procedures
  • Facility to transfer data to Excel

 



 
 
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