CRM System Modules
CRM System Modules
Core System Functionality
The core system is cloud-based with all servers managed in UK based data centres. All data is backed up every day. This service is included in our standard licence fees.
The system functions can be accessed on any device with an internet connection, so by mobile phone, tablet, laptop or desktop computers.
The core system functionality includes:
Optional System Modules
There are many modules that have been developed for our system user groups, too many to list but here are a few of those that integrate with the core CRM database:
Investment Management System
This is a specialist CRM system for businesses requiring complete control of their product sales management.
Mailchimp & SMS Integration
This module was created for businesses that would like to stay in touch with or remind leads, prospects or clients about service or products using email or SMS functionality. This module:
This module was created for the smaller business, sole traders or partnerships that need to manage appointments with workload visibility, the functionality includes:
Support Ticket Management
This module was created for businesses that provide onsite or online service support and need the facility to allow clients to request help online.
The support is managed by your team in a common ticket pipeline that can be seen by both "parties" and the module has the ability to :
Event Booking & Delegate Management
This module was created for businesses that provide events for all sorts of needs, outdoor or indoor events, worksops or corporate gatherings.
The event management module includes:
This module was created for businesses that install equipment into clients or tenants premises that require monitoring, servicing or replacement at regular intervals. This module: