Integrated Calendar & Task Manager
- Set up reminders so that none of the tasks are ignored or forgotton.
- Get constant reminders if certain activities get repeated on weekly or monthly basis.
- Default event types are provided for you as part of the CRM package.
- Create custom types to schedule events that meet your business requirements.
- Keep track of all of the upcoming events with built-in task manager.
Security and Access Control
- Get detailed level of user access and access control that defines a system administrator and standard users.
- Avail pre-installed roles including CEO, Sales Manager, Accounts Manager and Technical Specialist.
- Share roles and records and set permissions for private and public users.
- Create custom user roles and assign access to users and groups as per your organisational needs.
- Audit and track users’ activities by maintaining activity log in an integrated database.
- Observe the variety of products moved into and out of your inventory level by tracking the available stock.
- Manage the delivery of your products in real time from stores, depots, warehouses.
- Create variety of price lists and offers on your products based on multi-buys.
- Maintain your purchasing history for negotiating or reviewing the pricing before placing order with your vendor.
- Follow-up on certain payments by finding the amount received, owed, in-debt and more.
Secure Data Management
- Manage all your data in one place on a cloud based CRM system, securely accessed via filtered lists.
- Intuitive, meaningful and precise dashboards display data that you want to see- each person can modify their dashboards to their own preference.
- Our CRM's are packed with detailed level user security and access control, including organisational arrangements, groups, roles and team formations.
- Use pre-defined roles such as Managers to determine who can access the system areas and edit & delete records.