ActivCRM - Customer Relationship Management
ActivCRM facilitates management of customer relationships in an organized way making
your sales force more productive, while at the same time improving customer service.
It is a great management tool that helps you to make informed business decisions.
ActivCRM's ease of use will help your business trim cost and operate more efficiently.
The following are a few of ActivCRM's features.
Customers
- Easily keep track of and view up-to-date Customer information from within the Customer
form including Customer Contacts, Locations, Sales, Tasks, Projects, and Notes.
- Enter as many Contacts and Locations for a Customer as needed. Specify a primary
Contact and Location for a Customer.
- Limit what an authorized user can see and do
with ActivCRM.
- Enter recall dates along with all the notes for each customer.
- Track elements such as passwords, resources, billing info, procedures, etc.
Products
- Track and record products
- Setup contracts for service products to effect billing
Projects
- Organize projects for each customer
- Group tasks under projects
Sales
- Track sales
- Enter recall and follow up dates
- Record all contact information
- Organize and record all sales data for each customer
- Enter notes for all contact and conversations.
Tasks
- Assign personnel task and keep track of task progress and completion.
- View the time spent on a task.
- Enter notes about the task.
- Tie the task to a customer.
- Enter recurring tasks.
Time Logs
- Personnel can enter time and tie the time to a task and/or a time code.
- Interface time to payroll.
- Interface time to OE/AR.