web CRM features for improved customer relations and productivity

The features are fully integrated with the main solutions of webCRM and improve efficiency and help to improve the quality of customer communication. The features can be turned on and off as you require.

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.

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.

Exchange information between the e-conomics hosted accounting system and webCRM.
Save time creating and updating information between webCRM and e-conomic.

View all invoices and payment status for each e-conomic account from within webCRM.

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.