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Office & Enterprise

CRM

Leads, opportunities, customer interactions and follow-ups

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Overview

The CRM helps a business capture leads, follow them up and turn them into customers. Every enquiry, contact, conversation and deal is kept in one place, so nothing is forgotten and every team member can see the full history of a customer.

It gives sales teams a clear pipeline, reminders for follow-ups and simple reports on what is working, replacing scattered spreadsheets, notebooks and message threads with a single, organised view of customer relationships.

Module catalogue

Lead Capture & Management
Contacts & Company Records
Sales Pipeline & Deal Tracking
Activity & Interaction History
Tasks & Follow-up Reminders
Quotations & Proposals
Lead Source & Campaign Tracking
Team & Role Management
Sales Dashboard & Reports

Who it's for

  • Small & Medium Businesses
  • Sales & Business Development Teams
  • Business Owners & Management
  • Marketing Teams
  • Customer Support Teams

Deployment, licensing & integrations

Deployment options

  • Cloud-Based Deployment (SaaS)
  • On-Premises Deployment
  • Private Cloud Deployment
  • Dedicated Server Deployment
  • Multi-Office / Multi-Branch Deployment

Integration capabilities

  • SMS & Email Notification Gateway
  • WhatsApp Business API
  • Website Enquiry Forms
  • Email Integration
  • Accounting & Invoicing Systems
  • Data Import / Export & Reporting APIs

Demo

Guided demo on request

A member of our team will walk you through CRM using scenarios from your own organisation.

Request a demo

Request a demo