Customer relationship management (CRM) is a system for managing a company’s interactions with current and future customers. It often involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support.

Manage the sales automation cycle from leads, opportunities to confirmed deals and billing. Maximize the capabilities of your customer relationship management (CRM).Forecast better and manage your opportunities effectively.

Our CRM provides one of the most comprehensive customer management systems around. It can record details about your customers which are relevant to your business. From the Customer Management page you can manage:

• Customer Services
• Customers Invoices
• All Transactions
• Payment Methods
• All tickets that are logged from Client Portal or emailed to you
• Customer Banking details
• All notifications that were ever sent to the customer including every time an invoice was resent
• Complete Customer Logs for audit purpose.

Set Customer Groups like Normal, Below Average, VIP, VVIP to cater for special customers Set Customer Complaint Level – sets whether a certain customer is a difficult customer generally to help your Call Center agents when dealing with the customer. Our CRM has a built-in Credit Rating system that is based on:

• Customer behaviour, like how regularly the customer pays his bills
• Does he allow invoices to become overdue
• Does he wait for suspension before responding
• Quite a few other parameters are taken into consideration in the credit rating algorithm

Give customers Credit Limits so their new orders are activated without waiting for payments. This can be used for preferred customers. Credit Limits do not override the Service setup, i.e. when a service is setup not to accept Credit Limit as a factor in auto activation. Configure Trust Level, Fraud Check and Manage customer subscriptions to newsletters and announcements