Customer Relationship Management – CRM

Customer Relationship Management – CRM

Tim Wade is an experienced guru in website development and Customer Relationship Management (CRM) and can put any contact that enquires via your website, directly into an online CRM system that you can access via your websites control panel on a desktop, tablet or mobile phone device:

  • Manage your contacts like a pro with easy filtering and life stages, send emails, schedule meetings, calls, create tasks and create segments.
  • Easy Employee Management for your company. Detailed Employee Profile, Leave Request, Promotion, Increment, Performance Logs, Announcement, Email Notification and Human Resources (HR) Report!
  • A complete leave management system for your HR. Your employees can request for holiday leave and get an overview of upcoming holidays and remaining leave balances. HR Manager has full control over your holiday leave periods and easy reporting is also available.
  • Schedule your meetings, send emails and keep notes. With the individual logging, check your progress and assess how your Sales or Compliance teams are performing. Transfer customers to higher Sales personnel when necessary and create customer groups for more focused assistance.
  • With company profiles, manage multiple representatives of a company to follow up without any hindrance.
  • Get a quick surface idea of your company finances with the Dashboard. It updates real-time and covers everything you need for checking your companies sales performace from time to time.
  • Customers, vendors and suppliers? Create invoices for anyone, make and take payments from every client and see the data update real-time in your dashboard. All your transactions are easy to read, logged and secure with our complete HR, CRM and bookkeeping solution.

Contact Tim regarding supercharging your business