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CRM for companies that don’t really want a CRM

Lead Management/ communication system

  • Fully integrated with outlook. Access your work anywhere in the world from any device.
  • Each lead has individual tracking number
  • Postcode look up for accurate addresses
  • Integrated googlemapping. Street view. (Centre postcode)
  • Access to directions & satellite image (Google)
  • Remote lead allocation
  • Lead activity tracking. Call in, calls out appointments, emails.
  • Communication log. Quotes. Messages left.
  • Activity reminders and automated activity if not done in given time frames eg quote followup.
  • Email templates. Eg appointment confirmations with company introduction. Maintaining a consistent image.
  • All lead management on mobile devices
  • Sales diary management