The Accounts module will store all information specific to a company that your organization has a relationship with. Single or multiple contacts can be associated to an account and can help to keep track of important company insights.
The Contacts module will store details of all people that your business has had communications with. Contacts are usually associated with an Account and Opportunity and some contacts may belong to different departments within a company as well as subsidiaries of parent organizations. Contacts are typically converted from qualified leads or added once a relationship with the contact has been established.
The Products module contains a catalogue of the products or services provided by your business, which users can select from when preparing Quotes.
The Invoices module can be used to create, track bills issued by your company to your customers. These Invoices can be converted easily from an existing quote in the CRM.
The Contracts module can be associated with an Account or Case as these can include details of any agreed services and support hours. The Contracts module can also be used to manage contract renewal dates.
Within the Calls module, users can schedule and log a record of inbound and outbound calls which can be associated with an account. Calls can also be logged automatically by integrating the CRM with our Call Center Solution.
The Emails module allows users to view, store, compose, send and receive emails from their own email account or shared inbox like a Support or Sales inbox for instance. Emails can be imported and associated with a related record in the CRM.
The Notes module can be used to keep a record of any comments, observations or explanations that a user may have relating internally to their organization or relating to another record such as an Account, Contact, Lead and many more. Notes are also used to keep record of all the interactions with your Customers.
Typically Targets are used as the recipients of a Marketing Campaign, your organization knows very little about these individuals and they may be re-used for new Campaigns or deleted without any impact to the business.
The Target Lists module works in conjunction with the Campaigns module to assign individual or multiple targeted lists to a certain campaign, such as email marketing campaigns.
The Reports module allows users to build, generate, and manage reports on modules in the CRM, for example reports on the current opportunities your sales users are working on and where they are in your sales funnel in order to produce sales forecasts. Reporting is a valuable tool as it allows users to gather data from various different modules to generate vital information for their business in real-time.
A Lead is an unqualified sales prospect whose information is held within the CRM. Leads can come from a variety of sources and channels including meet-ups, conferences, press releases, marketing campaigns and contact forms. When a lead is entered into the CRM, it can be automatically assigned to specific user to ensure it is qualified as part of your organization’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 Sales Pipeline and keep an eye on any changes to the value associated with that opportunity, any contacts as part of a buying committee along with any interactions with the organization.
The Quotes module allows your organization 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.
The PDF Templates module allows you to create document templates. These templates can be used for Quotes, Invoices and Contracts.
The Cases module can be used to record and manage interactions with customers who have requested help with the products or service purchased from your business. Every case record may relate to other records such as calls and also contacts making it easy for users to get the full picture of the customers experience.
The Tasks module can assist users with productivity, offering a way to record, relate and assign tasks and to-do items that require action.
The Documents module can be used as a repository for customer issued or internal files. This content can be uploaded, revised and viewed in addition to relating to individual records within the CRM.
The Campaigns module 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.
The Events module can be used to capture information on particular events and send out invites to delegates, track who attended and become part of a Target List or Leads for users to engage with further.
The Knowledge Base module allows users to have readily available template responses and processes to be used.
The Workflow module allows the automation of actions based on certain conditions. This allows a business, to eliminate the need for laborious, manual tasks to be performed by the team, freeing up their time for what matters most.