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CRMAPP Collaboration |
- Organize, Manage and Share Documents, Tasks, Notes, Links and Contacts efficiently
- Consolidate Emails from different accounts by using OI Web-Based E-mail Client
- Organize and Manage information and share it with your team members
- Using Autoshare, be able to automatically share items with particular team members as well as clients
- Prioritize and organize emails by using CRMAPP Safe List and Item tagging
- Synchronize data in my zone with Microsoft Outlook and mobile devices that sync with Outlook
- Be able to efficiently manage personal tasks as well as team members, consultants and contractors efficiently
- Be able to discuss different topics with your team members or clients by creating and posting blogs
- Collaborate with your team as well as with users from other organizations
- Be able to hold conferences with the team as well as clients using Team Messenger.
- Get team status and real-time updates with the Desktop Dashboard
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CRMAPP Sales |
- Itemize all areas of organization, process and functions
- Manage leads, new opportunities, customers, contracts and forecasts future sales
- With Click to Call, be able to manage leads and customers efficiently
- Using the Call log, automate outbound calls, and be able to save the call notes as tasks, notes or appointments.
- Be able to convert leads to customers, tag or search a lead, track emails, activities, notes and call history
- Receive real-time Leads and opportunities notification that have been generated from the website or from particular sales people
- Be able to view a projection of the levels of sales that you are expected to achieve on a monthly basis
- Analyze the leads, customers, contact, opportunity, forecast and sales with CRMAPP report feature
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CRMAPP Customer Service |
- Be able to generate and customize customer inquiries after a sale
- View Case status and Case type charts which show the outstanding cases
- Collect, organize and retrieve customer information
- View issues with particular customers within a specific period of time
- Be able to view detailed list of cases by status
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CRMAPP Marketing |
- Track Marketing Campaigns, Expenses, Budget, Lead conversions and won opportunities
- Have an immediate snapshot of your marketing campaigns
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CRMAPP
Billing and Expense |
- Be able to create billing templates for your different customers
- Generate recurring invoices
- Using a recorded invoice, record notes and customer messages efficiently
- Generate invoices directly to the customers
- Easily track your expenses
- By having pre-set reports, be able to view and sort expenses
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CRMAPP HR |
- Be able to view the employee information such as Notes, Resume, Call History, etc…
- Have access to a Employees calendar
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CRMAPP Project Management |
- Be able to view chart and textual reports of projects in progress
- Manage resources allocations
- Edit tasks effectively
- Generate real time updates
- Collaborate with your team members as well as with other consultants
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