The No.1 reason why even the best web based CRM is flawed.

Even the best web based CRM software wont give you the full picture or the tools to manage a sales situation properly. At the end of the day it’s making the sale and collecting the cash that counts. It doesn’t matter what you sell, your sales people and customer facing teams need the very best web based CRM software. Our web based ERP small business management software gives you and your sales people real time access to ALL of the information about the customer account including the intimate details and availability of every product or service you sell.

It’s all about the detail

Our web based CRM gives everyone in your company a detailed view of the customer, in depth analysis and insights into critical sales and customer metrics and will help you  keep everyone focused on retaining and acquiring customers and making sales. Our web based ERP small business management software lets you keep detailed records of all conversations, transactions and activities with your customers and contacts, to give you a better understanding of their needs, buying behaviors and how to better serve and sell to them.

From any CRM screen in our web based ERP software you have immediate control and real time visibility of:

  • Appointments
  • Contact details
  • Competitive data
  • Conversation notes
  • Credit status
  • Customer balance and payment’s detail
  • Customer account information
  • E-mail dialogues
  • Follow up activities and issues
  • Outstanding sales orders and invoices
  • Product information
  • Product availablity
  • Products and Services purchased
  • Profiles and preferences
  • Reports
  • Sales estimates, sales orders and invoices
  • Sales opportunities
  • Sales pipeline analysis
  • Stored documents
  • Work in progress and it’s status

No integration, just the whole story

Unlike other web based CRM software the functionality you need to manage your leads, prospects and customers is seamlessly integrated into our low cost web based ERP, small business management software. And nothing impresses leads, prospects and customers more than companies with market facing teams and salespeople who are well organised, know their customer businesses, know their products and can instantly recall detailed and up to date information about interactions and financial transactions.

Fits your business – customizable

Our web based CRM software is low cost, easy to use and simple to customize to fit your style and business processes. You can customize screens, reports and even add external functions using our API.

Self service Customer Portal

To cut down your administration costs and customer enquiries, speed up payments and increase customer satisfaction our web based ERP includes a Customer Portal which let’s you stay open for business longer.  At no extra cost you can provide your customers with a web page where they can login to review their estimates, sales orders and invoices and make payments. For more detail see Customer Portal.

Easy and incisive reporting

You can’t get the best out of your prospects and customers, improve your sales and service or spot opportunities and trends if you can’t analyse and understand the information you collect. Our real time analysis and reporting tools help you get at the information fast so you can spot opportunities and problems early and make decisions quickly and with confidence.

We provide you with simple to use tools that enable you to easily produce clear and concise, up to the minute reports that give you the insight and vision of what’s happening where right now with your Customers. Finding the report you want to quickly get the answers you need is really simple. You can effortlessly generate, print, store and send detail and summary reports and drill down and access the detail behind the figures.