Customer Relationship Management Tool, CRM Software
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Untitled Document
Customer Relationship Management Tool
FEATURES
Sales Team Features
- Lead Management
- Lead Conversion Mapping
- Account and Contact Management
- Opportunity Management system
- Online Quote Generation system
Customer Support and Customer Service
- Trouble Ticket system
- Online Knowledge Base System
- Support Stats
Marketing Team Features
- Online Lead Management
- Mailing Lists
- Custome E-mail Templates
- Templates for Mail Merge
- Mass E-mail
Inventory Management Featuers
- Online Products Catalog
- Price Books
- Vendors List management
- Purchase Orders
- Sales Orders
- Invoices Generations and sending
Activity Management Featuers
- Tasks, Meetings, and Calls
- Recurring Events
- Group/Shared Calendar
- Activity History.
- E-mail Notifications
- Notes
Productivity Tools & Add-ons
- Incoming & Outgoing E-mail Integration
- Outlook Plug-in
- Office Plug-in
- Thunderbird Extension
- Customer Portal
- RSS Feeds
Reports
- Key Metrics
- Customizable Reports
- Pre-built Reports
- Different Report Folders
Product Customization
- Custom Fields (10 different data objects)
- Pick Lists
- Custom List Views
- Drag and Drop Modules
Security Featuers
- Easy User Management
- Pick Lists
- multiple Profiles
- Role based system
- Organization-level Sharing
Demo at hrn.in/demo/crm/
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