Its a good CRM software. Here is the feature list:
CRM Features
- Web Based environment for real time information.
- User Friendly Web Interface
- Accessible from anywhere through intranet/internet.
- No client installations. Works with web browser.
- No License restrictions
- Mobile access for real time information through GPRS.
- Free one year support for any errors or defects.
- Help manuals
Customer Management
- Customer Information
- Customer Organization hierarchy(Sub Accounts)
- Customer Contacts
- Multiple Addresses
- Notes
- Activity Tracking ( Email, Phone, Tasks, Meetings, Fax, Letter)• Customer View of All CRM related Entities(Leads, Orders, Campaigns etc)
- Predefined Filters
- Advance Search
Activities Automation
- Phone Activity automation
- Fax Activity automation
- Email Activity automation
Organization Hierarchy
- Definition of Organization and People
- Security Management over the organization
Product Management
- Product Information
- Metrics of Products (Units)
- Price list
- Product Catalog. Publishable to internet.
- Integration with Inventory system. *
Sales Cycle
- Caters B2B and B2C models
- Lead, Opportunity, Order, Quote, Invoice Management.
- Automatic conversion into successive sales object. eg. Lead to Opportunity
- Linking of products, pricelist
- Linking of Activities(Email, Phone, Tasks, Meetings, Fax, Letter)
- Notes
- Sales Literature (Brochures, Reports, etc)
- Competitors Information.*
- Sales Process. *
- Sales Quota. *
- Sales Person KPI
- Predefined Filters
- Advance Search
- Integration with Finance System. *
- Notifications & Alerts for users. *
Marketing
- Campaigns based on CRM Activities
- Automatic Email/ Fax Campaign on schedule basis
- Campaigns Reporting
- Marketing Literatures
- NotesActivities
- System Supports Tracking of these activities
- Fax
- Letter
- Meeting
- Task
- Phone
- Management of Un-Owned activities
- Task Management
- Sales Person "To Do" Activities
- Calendar View for daily activities.
Reports
- Sales Reports
- Marketing Reports
- Sales People Reports
- Administrative Reports
Security
- Security over complete Organization Hierarchy
- All CRM related actions controllable.
- Registration of Users
- GroupsIntegration
- Integration with ERP/Inventory System/Financial Systems*
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