Customer Contact DetailsYou can manage companies, individuals or both within the CRM application |
Lead GenerationOpensource CRM can build customer/prospect lists for marketing campaigns and lead generation activity. It is possible to integrate into a e-mail server or third part e-mail marketing company to deliver and manage e-mail based marketing campaigns. Workflow can be customised to track leads and convert into sales opportunities. |
Sales OpportunitiesOpensource CRM enables you track, manage and report on all sales opportunities within your organisation. A single application enables sales teams or multiple customer touch points to always have the latest information to hand about a prospect or existing customer. Sales Opportunity forecasting is built in with customisable workflow and reporting available. |
Order Management IntegrationTo maintain a complete view of your customers it is possible to seamlessly integrate your CRM application with your Order Management application. All parts of your organisation can view and interact with pending orders and process flows so that an instant response to your customer is a few click away. |
Issue Tracking/ResolutionPost sales support and customer support services can use the Opensource CRM application to track any outstanding issues with a customer. Resolution updates and reporting is available to offer a quick resolution and timely updates to your customers. |
Partner ManagementShould your organisation sell or provide customers services through an indirect channel, you can track and integrate your partner through your Opensource CRM application. In addition, third party application integration makes it possible to automatically send and receive updates from your partner's own CRM system. |
