The CRM Software provides a platform to organize and track interaction with potential or existing clients, partners, agents and other contacts.
Our CRM Software forms a contact base where the interaction and the history of contacts are managed and stored. All new events (calls, messages, meetings) connected with a contact or company are easily logged and further interaction can be planned, including by using integrated tasks.
Using your own domain name for your social intranet (https://mycompany.com), Managing meetings, briefings and other events that constantly take place in your company. Tracking working hours and time spent by users on individual tasks and projects is mission-critical;
Our CRM software provides a significant investment which is highly considered with regards to your unique business needs and operations rather than your potential or existing clients.
Managing Interaction
The CRM software contains instruments to create reports, import/export contacts, carry out analysis, and to perform segmentation of the target audience as precisely as needed. Incoming contacts or leads can be divided among sales managers, marketing campaigns can be analyzed, and access permission to any deal or lead can be varied depending on its status or other parameters.
The interface in the CRM is convenient and intuitive, and it includes a CRM-only activity stream. This stream is a universal interface that enables actions (notes, emails, tasks, meetings and phone calls) to be initiated on any object or objects in the CRM from a single point.
Find more Leads
Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and import leads from .CSV file included. Leads or potential clients are really important part to any company. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With our CRM software you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals.
Customer Support System
Focus on your customers is important. A powerful support system can helps you track and resolve cases, issues quickly via the integrated ticket system. You can assign reminders to yourself, staff members and your customers.
Invoices & Quotes
CWD CRM system allows you to generate your invoices/Quotes for your products/services, items, reports and promo discounts, Taxes. Multiple currencies is allowed by previously setup customer currency. Create recurring invoices that will be regenerated automatically based on your setup for recurring invoice. You can set recurring starting from 1 >12 months.
Quotes features
- Customizable fields, statuses
- Add items from products area or manually
- Convert quotes to Invoices, Set payment options
- Print or share via mail/sharing tools
Manage Projects, Milestones
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member. Also you can create milestones for your projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.
Email Marketing Tools & Events Invitation
Create a beautiful email postcards. Send individual or group emails to a list of leads, contacts, or companies. Attach files either from your local machine or a document library. Create events, Receive notification when an event is coming built-in and email.
Business processes in the CRM
Leads and Deals can be processed with substantial automation using business processes. A business process can contain any and all possible actions with CRM elements: sending email, assigning responsibility, setting tasks, etc. Business processes can change the status of elements, fill in fields, and create new elements such as deals.
Business processes in the CRM and document library are the best way to make us fit the unique operations of your company. This video shows how to set up a simple, automatic action that sends a notification to a user located based on the properties of the CRM object itself.
Staff Roles & Permissions
Give your staff a specific permissions “what can do or can’t do”. Role permissions tool can be override for each staff. Also you can manage all your staff members from one place.
Staff Reminders
Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features. You can give staff a specific permissions what can do or cant do. Role permissions can be overided for each staff.
Payment options Integration
The first & most vital stream is enjoying a convenient & functional Billing system which represents a prominent concept integrated with a flexible integration options. Send invoices to your customers, accept payments & Get paid!
Demo
Test CWD CRM Software, Enjoy the full control!
Pricing
Find-out the differences between the CRM support subscriptions, also you can order a custom development in-order to get your dedicated & fully CRM software.
