Fast, easy to use web based online CRM and Opportunity & Campaign Management

"Simplicity is the ultimate sophistication" - Leonardo da Vinci


Account & Contact Management

Opportunity Management

Calendar

Marketing

Case Management

Hosted

Support

Backup

Stand By

Data Ownership

Technical Requirements

Pricing

Product Brochure

 

Really Simple Account & Contact Management

Really Simple Account & Contact Management keeps all your customers and prospects in a simple two-tier data structure: Accounts (companies and organisations) and Contacts (people who work there)

  • Record every email, telephone call, support request and meeting as an Activity for that Account, so that you and your colleagues can see every interaction with that organisation.
  • Easily search Accounts and Contacts.
  • Enter and update multiple Contacts at once with one mouse click.
  • Set up Tasks to remind you of outstanding actions against each Account, such as calling them back.
  • Assign Accounts and Tasks to other users with optional email notification.
  • Share information on Accounts with others in your organisation by setting up Sales Groups.
  • Use the default sectors, products, sales stages and other analysis categories or set up your own.
  • Create Custom Fields for your data.
  • Import and Export data from csv files and from Microsoft Outlook
  • Taking a complete local copy of your data in Microsoft Access format for you to use on your PC.
  • Simple but powerful report writer comes with pre-written standard reports allows you to create your own, all from one page.
  • Download any report into Excel at the click of a button.
  • Create mailing lists to send mail merged letters or emails. 
  • Interfaces to the email client of your choice, including Outlook.
  • Clear screens with no confusing icons allows even the occasional user to use the system without training.
Taking the complexity out of CRM

 


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