Our CRM

Since 2014 we have been working on creating a multi-tenant CRM (Customer Relationship Management) application. CRM is the process of managing interactions with existing as well as past and potential customers. It is one approach that allow a company to manage and analyze their interactions with customers.

We offer two versions of our CRM software product. Companies may sign-up for our Basic CRM. They can do this directly through the website. With the Basic CRM users receive the following:

Features Basic Advanced
Acccount Management - Lets the user create accounts (usually companies, or other organizations) that usually contain multiple contacts.
Auditing – Our system keeps track of all events, such as login and logoff, object creation, modification, and deletion. E-mails sent and any other events that happen while the users are logged in to the system. This provides an effective audit trail for system administrators.
Contacts – These types of objects are usually individuals or individual contacts within an account.
Leads – Similar to contacts except leads are typically customers that you don’t have yet whereas contacts are usually associated with a company/organization or individual.
Vendors – These are usually vendors that the company uses to perform their functions. Could be information about your power company, cable company, suppliers, or other companies that you purchase products or services from.
Users – Allows company or system administrators to manage users within their CRM system. They can create, edit, or delete user accounts at any time.
E-mail – CRM users can send e-mail messages to Accounts, Contacts, Leads, Vendors, Users, or other objects in the CRM that have an e-mail address associated with their account. A copy of the e-mail message is attached to the object for historical or reference purposes. CRM users can view or resend the message at any time.
Message Template – These are like mail-merge documents. A CRM user may create an unlimited number of message templates and pull fields directly from the database to create formatted, templates that may be used for things like payment receipts, notifications, password reset messages, etc. Each time a message template is used it is permanently associated with the object for future reference.
Contact Forms – Most websites have a “Contact Us” page. We can tie your contact page in with the CRM so when visitors to your website send a contact message not only is it sent to you via an e-mail message it is also put into the CRM. If the contact form includes an e-mail address the message may be automatically associated with a corresponding object within the CRM.
News – Some websites display the latest news or banners on their website. If you have a news page, banner, or rotator, we can setup your site to pull the news automatically from your CRM. Within the CRM you can edit the articles with a WYSIWYG editor and even schedule when the news articles are displayed.
Internal Chat and Messaging – This feature allows users of your CRM to chat with one another while logged on to the CRM.
Unlimited e-mail and ticket support – If you need us you can submit a ticket to us directly from your CRM. Need help quicker? You can use the CRM chat feature to talk with a support representative during normal support hours. You can also send us an e-mail message as well. We have an extensive context-sensitive help system available 24/7/365.

Setup your company within minutes, not days or months like other systems.

The service is billed on a per user basis. The standard CRM is $20 per user per month. Add or delete users at will. No contracts cancel your service at any time.

Head over to our free trail page and sign up for an account to see exactly what our standard CRM system can do for you.

Customizations

Any of the pages within the application can be customized to your specific needs. If you want extra fields on a contact form, custom payment pages or integration with your website, we can do that.

Instead of being stuck with what comes in the box you can change whatever you want. You can change one thing or a hundred things to create the specific application you need.

Additional modules are available for a small extra charge per month per module. Examples of add-on modules are:

Feature Basic Advanced
Payments and receipts – Allows companies to take payments through their website. We support multiple credit card processing companies, such as Authorize.net, PayPal and more. Payments will be associated with the account or contact that made the payment. Payment receipts are automatically created when payment is received and associated with the account or contact. CRM users can view payment information or receipts at any time and may resend them.
Device or vehicle tracking – If a user has a compatible GPS device or application installed on a smart phone, the device may be tracked through the application.
Project Management – Companies can create projects and assign tasks to the project. CRM users can be assigned to tasks and time and resources can be tracked.
Invoicing and Estimates – CRM users can create estimates and send them to potential or existing customers. Receivers of the estimate can review the estimate and accept or reject the estimate online. Once a job is complete the estimate can be converted into an invoice and then sent to the customer for payment (required the payments module).
Additional E-mails – By default CRM users can send a maximum of 500 e-mail messages per month. Additional e-mails may be purchased automatically for $5.00 per 500 messages. This may be useful for companies that send a large amount of e-mail messages or newsletters to large groups of customers.
Reservations – If a company has resources that must be scheduled (like a timeshare or hotel) they can use our reservation system to manage their reservations. The system can send automatic messages to customers when reservations are made, changed or when their arrival date gets close. Thank you messages may also be automatically sent after a guest checks out.
External chat with your customers – If you want to support your customers you can install a custom chat program on your existing website. When a customer wants to chat with you the chat will automatically appear within the CRM to available chat users. If a CRM user makes themselves available, they will automatically be inserted into the support chatroom and when a customer needs help, they will be alerted. If the customer is already a customer and an e-mail address is specified before the chat begins a transcript of their chat is automatically associated with their account.
Phone support – CRM users can call us for support. This is a good option for any CRM user that needs more immediate access to technical support. CRM users are given a phone access number and one of our friendly technical support representatives will help them with whatever issue they may have.

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