Easy Online CRM Software - webCRM

WEBCRM & PARTNERS CONTACT US

Documentation for download


		Download web CRM documentation



		Integration to e-conomic



		How to import data



		Getting started



		Word merge



		Inbound email - website integration



		Outlook integration



		webCRM access & security

webCRM is a fully secure, hosted web based CRM system. Work with webCRM from any computer, anywhere, anytime. You only need an Internet connection.

Read more about how we can help you fast track your webCRM implementation.

Configuration

Easily configure webCRM. Turn features on and off and add fields to match your business needs.

More than 7000 users from over 1500 companies in 20 different countries use webCRM.

Your data is safe with webCRM. This is very important to us. Our servers are located in highly secure, purpose built under-ground facilities. Data is stored using raid disk technology, with daily back-up to a secondary location.

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.

Sales & Pipeline

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.

By using Opportunity Management you can monitor performance by territory, team, individual and products, each having its own annual budget.

Monitor delivery status and risks and keep track of progress. Optional features include time recording and organising deliveries by projects / milestones.