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Your Customers CRM


Customers are the most important part to your business’ success. Without clients, where will your revenue come from?

Your system includes a full Customer Relations Management (or CRM) for personal or team use. Using this module you can:

·  Establish potential clients and contacts.
·  Organise future work - see them in the CRM calendar.
·  Create future work to contact existing and potential clients.
·  Import new target names and addresses - allocate work to your team.
·  Make sure your sales team operate efficiently - see the reports.

·  Add extra notes in the calendar.

Use the CRM: add in your potential clients (and any lapsed ones) and set when you next should contact them. The system 
can automatically remind you to make contact - and you record any call or meeting and track what works. The Calendar can 
be emailed to you weekly - or view the sales funnel.


With the CRM module, you’ll be able to organise your business accordingly to provide the best possible service to your clients