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
Create Customer Service cases from Telephone, Email or WEB. Record, Track resolve and Analyse cases, including Contract Management.
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
Create Customer Self Service and Partner WEB Portals. Use OpenCRM as the backbone to your custom WEB applications.
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
FREE Client Licenses | Hosting from £70 per month Entry Level | £120 per month Business Level
Talk Talk to Talk-Visa
Talk-Visa the specialists in UK Immigration and Managed Migration have adopted OpenCRM (CRM Software from Software Add-ons) to help manage their back office systems. Talk-Visa are also using technology supplied by OpenCRM to manage their web to back office integration. Web forms process direct into OpenCRM and the Talk-Visa client portal gives access for clients to their cases. http://talk-visa.com.