Benefit from our Consultants Experience
Fast track your webCRM implementation with help from our consultants. Even a few hours of consultancy can get you up and running quickly. Typically our customers have benefited from help and guidance with:

* Deciding which fields, modules and features to turn on and off.
* Identify new fields to be created and which data types to use.
* Importing existing data.
* Designing the first Reports and Overviews.
* Designing email templates with logos, links etc.
* Mapping and optimising the Sales and Delivery processes.
* Defining Sales pipeline levels and associated deadlines.
* Integration to your website for handling web enquiries.
* Training and Motivating users – as and when required.

Configuration Options for webCRM
Easily configure webCRM to match your needs. Enable only what you actually need to make the system easy to use. Enable different or more features and data fields as your requirements changes.

You can change the graphics and appearance of the webCRM screen, either individually by User or by a common default. This includes white labeling your system by adding a custom image/logo at the top.

Modules and features can be turned on an off. Even individual system fields can be turned on and off.

You can change the list of options in most system field Drop Down boxes

Over 200 custom fields can be created. These can be of type List, Multi select list, Numeric, Text, Note, Date, Checkbox or Web-link. You can control whether certain custom fields are mandatory and have unique values. This is useful for updating data between different systems.

You can change the Terminology for most of the data items. For example changing the default "Organisation" to "Customer" or "Delivery" to "Project"

You can define User Groups which is useful for managing Users who share a common configuration. You can have many different types of User groups.

Web based CRM
Web based CRM, Hosted CRM, On-line CRM, Cloud Computing, Software as a Service and Software on Demand are all words which describe the same concept: Secure access to your webCRM system at any computer, anywhere, anytime.

All you need to start using webCRM is a standard PC/Mac with Internet access. There is no software to install, and no issues with reliability, synchronising data, sharing information, maintenance, upgrading or back-ups. Simply log on to webCRM and start working.

You exclusively own your own data in your webCRM system. Should you no longer wish to use webCRM you can easily export all your data to text files or spreadsheets and import then into another system.

Keeping your data safe
Your data is safe with webCRM. In fact far safer than most in-house applications. You only have to think about all the information held on different laptops to appreciate this.

Our webCRM servers are held in highly secure, under-ground purpose built facilities, and are managed around the clock. Our servers are always kept updated with the latest security patches.

Further security is provided by powerful Cisco routers and two hardware based stateful-inspection firewalls and 2 central layer3 switches.

The servers have two redundant 1 Gbyte fibre Internet connections and redundant power supplies and fire protection. A 160KW diesel generator stands by just in case of a power cut.

Data is stored using raid disk technology, with a daily back-up to a secondary location. We use https secure socket layer to ensure encryption of all communications.

Within the webCRM application authorised users can configured many security options, including:

* Creating up to 90 security access levels.
* Grouping Users with similar rights.
* Restrict access to records by Territories and Responsible.
* Restrict Access to View, edit or delete.
* Restrict Access to menus, modules and Utilities.
* Restrict Access by Report and data exporting.