The Customer Relationship Management module provides an on-line
database to store customer contact information, action items, and history.
• Upload, download, and/or integrate data from your existing CRM solution.
• Use the CRM system to record Customer information, your contacts, and all
communications and action items.
• Enormously flexible to create custom fields of information important to you.
• Create your own types of activities you want to track and analyze: phone
calls, sales calls, proposals, orders etc.
• Use the CRM system to assign action items to your staff.
• Search and Report capabilities to easily find, report, and analyze the
information you need.
• The CRM system integrates with the Surveys and Customer Complaint
modules.
• The CRM system can be used to keep track of customers, suppliers, or any
type of organization important to you.
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