Web CRM makes it easy to convert a prospect to an order. All previous sales documentation and activities automatically move to the delivery or project.
Each sales opportunity and delivery project handles its own activities and document records. For those users who wish to handle time recording with timesheets and expenses, an additional time recording module can be added.
Web CRM can also handle a record of “Products” purchased buy your customers. For example, keep track of course participants, installed software with license keys, service activities, or you can import key data from the ERP system for sales and billing.
Everything in Web CRM is online and web-based. No software installation required. You only need Internet access. |