Client Relationship Manager: CRM
Managing information has never been easier than with Evolutive.
The CRM’s straightforward functionality optimises performance by simplifying operational,
analytical and collaborative processes. It is a single, centralised database which
facilitates a more integrated approach to communication and real-time information
management.
The web-based browser combined with flexible layouts and ‘point and click’ operation
allows for a convenient, clean and user friendly interface. Simple customisation
and subsequent efficiency gains make it easy to meet best practises and eliminates
the need for specialist IT expertise. It also means that Evolutive can be adapted
to fall in line with any organisational developments.
Each Client's details are summarised in one screen, which acts as a 'homepage' to
a host of further information including:
- Address and Contact Details
- Classification of Client by Market Sector, SIC codes etc
- Corporate Information
- Categorisation of Client by user defined criteria - enabling more detailed reporting
- Unlimited Client contacts with individualised notes and records
- Progress notes with details of both completed and future tasks
- Task scheduling and diary management facilities
- Enquires / Projects
- Details of the Client's goods/services
The CRM module also includes marketing and mailing functionality:
- Integration with MS Outlook TM (and other applications) for synchronisation emails,
calendars and contact information
- Facilities to create mail-shots, templates and personalised letters/emails
To find out more about Evolutive, or to request a demonstration, please
Contact Us here
