OpenCRM’s Software as a Service (SaaS) or cloud based "CRM plus" solution covers more than just customer relationship management and sales force automation. It includes order processing, issue management and stock, giving you direct access to your customer, supplier, and business partner information 24 hours a day, 7 days a week. You can update and view your data from any computer with an Internet connection, in your office, at home, at one of your clients’, or suppliers’ or partners’ premises, or even when you are away abroad.
OpenCRM empowers the sales team, executives, and management with sophisticated sales force automation functions including lead generation and qualification, sales pipeline analysis, opportunity analysis, competitor analysis, sales forecasting, quota management, sales reports, dashboards and other useful metrics. These give the business an opportunity to completely focus on the customer life-cycle from lead generation to acquisition to conversion, and then retention and loyalty.
You can accurately track all business opportunities and close more deals in less time. It helps you identify bottlenecks in the sales process in advance, and you can utilize existing customer data for future cross-selling and up-selling opportunities.
It provides customer support & service management (Help Desk) to handle cases or tickets, and provide solutions to frequently asked questions. It provides email notifications and activity tracking.
OpenCRM handles sales and purchase order processing. The product database can record stock, price books and multi-currency. Projects can track activities, or hold associated documents.
The system can be integrated to Outlook to synchronise Contacts, Tasks and Appointments. You can configure a customer portal, so that you can provide customers and partners security controlled direct access to your systems for self service applications.
As well as the standard, off the shelf functionality of the system we are also happy to discuss bespoke additions and add-ons. Just ask, and we'd be happy to put together a specification and a quotation to give you what you want.
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