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CRM by Contacts by Company

CRM by Contacts by Company

Diterbitkan oleh: Contacts by Company, Inc
lisensi: 395000

Jepretan layar:

Minimal
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Arsitekturx64
Disarankan
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Deskripsi

Collaborate with other Users via Shared Projects


Four Tabs Create Powerful, Yet Easy to Follow Organization


PROJECTS TAB


Create New Projects


Add contacts to Projects (People or Companies)


Choose Project Status (Open - Won - Lost)


Choose Project Phase (Concept, Planning, Design, Prototypes, Samples, Quote, Order Received, Delivery, Construction)


Attach Project Documents


Attach Project Photos


Add Project Tasks (Integrates with Apple Notifications)


Add Project Events (Integrates with Apple Notifications)


Add Ongoing Project Notes


Add Multiple Products (Quantity, Unit Price, Product I.D., Description)


Send Text or Email to ALL Project Contacts with 1 Click



COMPANIES TAB


Add Contacts to a Company


Arrange Contacts in ANY order


View Projects connected to this company


Add New Project


Add Events (Integrates with Apple Notifications)


Add Tasks (Integrates with Apple Notifications)


Add Ongoing Call Logs


Send Texts or Email to ALL contacts at this company w/ 1 click


Share all contacts at this company with 1 click



PEOPLE TAB


See Project that this contact has been linked to


Add Events (Integrates with Apple Notifications)


Add Tasks (Integrates with Apple Notifications)


Add Ongoing Call Logs


GROUPS TAB


Add Groups from desktop or mobile versions


Arrange Groups in ANY Order


Organize Groups by using movable blue divider bars


Send Text or Emails to all contacts in Group w/ 1 touch


GOALS SCREEN


Set up Goals for the year by month (automatically creates quarterly and annual goals)


ACTIVITY & PIPELINE SCREEN


Can be viewed by Month, Quarter or Annual YTD


Tracks Number of Projects Won or Lost


Tracks Sales vs Goals


Shows Pipeline of ALL open Projects and value


Designed from the salesperson's point of view. Finally a CRM that is BOTH Powerful and ... actually Easy to Use


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