Lead Management

Lead Management
Part of a fully featured Sales Force Automation process. Capture and manage Leads from Telephone, WEB or Email.
 

Mobile

Take OpenCRM with you on the go, connect to OpenCRM with any WEB enabled phone.

Sync data between OpenCRM and Outlook/Exchange.

Quote, Sales Order and Invoice
Management

Use the Products data to build, send and track Quotes, Sales
Orders and Invoices easily.

Includes price books, line level mark up and discounts.

Helpdesk, Customer Service Manager

Opportunity Management

Track active sales and forecast potential business. Break down
and analyse Opportunities by sales Stage, Close Date, Value,
% and lots more.

Portal Technology

Sage Accounts 50

Sales Orders, Invoices and Purchases Orders
created in OpenCRM can update Sage
Accounts 50 without the need for re-keying data

Email Management

Built in email client, bulk email capabilities
Outlook add-in for linking emails
Pop2OpenCRM to automatically manage
email archiving, email Quotes, Sales Orders
and Invoices