image of some programming code

web-based crm

Overview
Our tried and tested, web-based CRM is in constant use by a large number of our clients.  It provides a central source to store contact information, record interactions and store files.

Features

  • No software to install. It's web-based requiring only a web browser and internet connection.
  • Access from anywhere in the world with an internet connection.
  • Operates on smart phones.
  • It's semi-bespoke which saves time and money but does exactly what you need it to.
  • Store all contact interactions supplier as well as clients.
  • upload files to contacts.
  • powerfu search facilities.
  • No in-house servers are required as we provide a fully hosted solution in our UK data centre.
  • filter and export data to other applications
  • email module to create html templates and email to selected customers.

screen grab of our CRM

 The CRM provides the core to many of the bespoke systems we have developed.

 

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