CRM / Lead Management System

Customer relationship management (CRM) and lead management are essential to business success. Imagine a central database (of clients, suppliers, prospects, leads and other contacts) that is integrated with a system that tracks activities and manages emails. This is a powerful administrative, marketing and sales tool and we can create it for you.

The Issues

Prospects and clients can become lost in a sea of paperwork or in an ad hoc database. Updating the data, managing and organising it is unwieldy as the list grows. Other issues often encountered include the security of the data, its privacy and access.

The Solution

We craft CRMs to your specification. Some of the functionality we have incorporated in our custom-designed CRMs include:

• Recording of activities and tasks
• Reminders of upcoming and outstanding tasks
• Synchronisation with web-based calendars
• Reporting
• Email capabilities  (including email templates and bulk emails)
• SMS capabilities (including SMS templates and bulk SMS)
• Integration with other software systems

Lead management systems help you track and administer sales enquiries and manage your sales force. Some of the functionality we have incorporated in our custom-designed lead management systems include:

• Tracking the source of leads
• Categorising, reporting and graphing data
• Managing sales teams and driving their productivity