Email Contact Management – the five reasons why ours is better
Our low cost web based ERP small business management software’s powerful email contact management features let you record, store, recall and track the detailed information you and your team capture such as conversations, notes and e-mails from every customer interaction and every customer relationship from any web connection.
1. Total visibility of every activity from Lead to Cash
Our low cost web based ERP, small business management software powerful CRM – customer relationship management features are seamlessly integrated into one system that lets you and your team look up and access every aspect of the customer’s activity from lead to cash.
2. Store everything about your CRM contacts
Using our ubiquitous Memo feature you can store an infinite amount of information about every CRM contact, including telephone calls, notes, reminders, appointments, to do lists, URL’s (unique reference locator a.k.a hyperlinks) to important pages on the Internet and even files and documents. [DDET Learn more]
3. Document and file management
Our web based ERP software’s document management feature allows you to store scanned documents, PDF’s and just about every type of document or file. Attaching documents to your CRM contact record and making it available online to all of your users is really simple. With just a few clicks you can upload, classify each document and even attach notes.
4. CRM contact e-mail tracking
Our low cost web based ERP, small business management software gives you complete control over inbound (coming in Winter 2010) and outbound e-mail dialogues with your customer contacts and automatically organises your CRM contact e-mails inside each related customer record. So every interaction with each customer is recorded and available online to your team. And you can configure our web based ERP software’s robust roles and permissions system to control who can see and send e-mail.
5. Customizable and extendable e-mail templates
We provide an easy to extend set of customizable e-mail templates enabling you standardise on the structure and format of your e-mails.
