customer database with webCRM

Organise all your customers and prospects. Provide easy fast access to up to date information, such as phone call notes, emails and documents when dealing you’re your contacts.

Manage daily user Activities when dealing with enquiries from customers and prospects. Your web CRM system ensures leads are followed through and not forgotten.

Activity management provides readily available options to record and see all contact notes, edit contact details, create a new contact, send an email, text message or book a meeting. If you are an Outlook user you can automatically synchronise with Outlook.
Up-to-date information is key to getting the best results from your marketing and sales efforts.

Easily allocate leads and ensure follow up Activities. Each Activity displays the full Activity history. From the same screen Users add further contacts, send professional emails and book appointments.
Ensure efficient Activity management with the minimum of effort and maximum effectiveness.

Profile contacts, customers and prospects by any combination of information. Send email or mail shots quickly and easily.
Import contact lists for campaigns.
Getting the appropriate message to the right person and communicating more often will increase your business.

Track all sales opportunities from lead to sale. Identify where your successes come from and analyse team and individual performance. Monitor closely how your business is performing and act in time.
Be in control and monitor current and potential future sales performance. Ensure all leads are followed up.

By using Opportunity Management you can monitor performance by territory, team, individual and products, each having its own annual budget.
Immediately know how all aspects of your business are performing to budget.

Monitor delivery status and risks and keep track of progress. Optional features include time recording and organising deliveries by projects / milestones.
Deliver on time. Inform customers ahead of any changes. Ensure all deliveries are invoiced.

Use multiple templates that allow you to merge information appropriate to your message in a consistent and pleasing format. Store all outgoing and incoming emails by contact. Easily merge data into formatted pdf or Word documents and send by email.
Save time sending, retrieving and creating important documents and emails whilst ensuring the accuracy and quality.

webCRM allows users to easily retrieve information themselves without having to learn complex reporting tools. You can report on any area of the system be it activities, opportunities, contacts or calendars. Display and sort results on-line or download the data to an Excel spreadsheet.
Analyse any aspect of your business held in webCRM.

Store all company brochures, forms, fact sheets etc. centrally to email easily to customers or prospects.
Save time and ensure accuracy when sending out marketing documents and other documents.

webCRM provides all users with a central group calendar. Create appointments for multiple users. Email meeting confirmations easily to prospects and customers.
Improve efficiency and punctuality with a central calendar.

Easily track which products your customers have bought or installed. Store data such as serial numbers, versions, contracts, variants etc.
Be aware of your customer's needs and understanding when speaking to them.

Synchronise all or selected contacts, appointments, activities and emails with Outlook.
Allow users to use Outlook and webCRM without duplication of effort. Synchronise with PDA’s Blackberry or iPhones.

The website integration lets you create and update most data along with activities in your webCRM system from your website. A typical application is when a visitor on your website submits an enquiry.
Save time, improve accuracy and make sure no leads are forgotten or lost.

Create and update data by imports from Outlook, spreadsheets, and text files.
Import existing data from other sources to quickly create your working system. Use the same process to add further campaigns.

Download pdf documentation to read more about features and functions such as handling agents, territories, multi-currency, delegating responsibility, configuration groups, users access levels and much more.
webCRM lets you turn on and off features as required. Even for individual users. This makes webCRM easy to use.