Contacts.crm
Contacts.crm is an integrated and fully customisable tool to help manage and run your New Business activities. It is often the starting point of a bespoke system.
It is a multi-user system that keeps track of people and companies plus the sales and marketing activity you do.
Write letters, emails and faxes. Record details of conversations and schedule follow-up calls. Select groups of people and/or companies and send mass mailings by letter, email or fax.
A complete history of all communication with each person is available for all members of your team to see.
Correspondence Module
Letter, faxes and emails can be sent to anyone in the address book directly from the system. All correspondence sent to a person can be listed with the click of a button.
Activity Module
This module enables you to record details of all conversations you have with each contact and schedule follow-up calls for the sales team.
Over time you build up a complete history of dealings with each contact on the system. You see details of any conversation that anyone from your organisation has had with them.
Your sales team can schedule their calls and know that they will not forget to follow up any leads as the computer will remind them when they are due to make that call. They can, at any time, see a list of missed and future calls.
Direct Mail Module
The direct mail module lets you select groups of people and/or companies and send them a piece of direct mail. The system merges the address details with the text of the mailing and prints, faxes or emails the mailing, as required.
A complete history of mailings is kept so you can see who received each mailing and how much each mailing cost.
Diary Module
This module gives you a workgroup diary where you can see your own and your colleagues’ diary as well as important company dates.
You can set up personal to-do lists just like in any personal information manager.
When linked with the Activity module you can also see what actions you are scheduled to do on each day.
Projects Module
This module enables you to set up projects that you are quoting for. You can create and store quotes so that you have a record of what you’ve sent the potential client.
Invoicing Module
This module enables you to create and print sales invoices. Links can be created to your accounting package so that invoices are also created in your accounts system. Send reminder letters and statements to those who have not paid.
Purchasing Module
This module enables you to create purchase orders and enter purchases. Links can be created to your accounting package so that purchases are also created in your accounts system.
Cash Book Module
This module enables you to track payments received against your invoices and/or payments made against your purchases. Links can be created to your accounting package so that payments are also created in your accounts system.
Keep track of who has paid their invoices and who hasn’t.
Website Module
This module turns your website into a dynamic, constantly up-to-date site. Up to date information on your website is crucial. You can use your database to supply any information that regularly changes. This module also makes it easier to update other areas of your website. You don’t need to know any html. You simply update the text like you would in a word processor. The system displays that text on your website.
An online ‘shopping cart’ can be set up to allow your customers to order over the internet.