CRM and Customer Portal

A CRM for any business that sells to customers. Track an enquiry from first contact through to won work, keep every document and conversation against the record, and give customers their own login for quotes, paperwork, support and progress rather than a trail of email attachments.

What it covers

• Contacts, companies and full relationship history
• Deal pipeline with stage history and forecasting
• Quotes and proposals generated as branded PDFs
• Document storage with approval and sign off
• Support tickets raised by email or through the portal
• Job and project tracking
• Customer login with no password to remember
• Staff scheduling, leave and availability