CRM

Integrated Customer Database

• Keep a history of all past customer purchases
• Give loyal customers individualized discounts. You can apply a different discount for every catalogue and every customer
• Allow customers to view their past orders and even redownload any e-Products previously purchases via secure "member only" areas (All-in-One solution only)
• Setup reoccurring orders and payments. Automatically emails invoices to customers
• Customize and extend the Customer Database to suit your business (All-in-One solution only)

Track Opportunities

• Use Opportunities to assist in tracking and reporting on your sales pipeline
• Automatically create Opportunities when someone submits an enquiry form on your website
• Manually create Opportunities after a sales meeting
• Manage opportunities as they progress through the various stages of a sale
• Use the forecast feature to get a monhly view of your sales pipeline

Lead Management Reporting

• Sophisticated customer reporting framework.
• Filter on any system or custom field
• Save any report and run later
• Export any report to Microsoft Excel for further analysis