|
Create, manage and share the details of the people, organisations and groups you work with. Your contacts are synchronised with Outlook. |
|
Manage and share emails, tasks and appointments. Tag activities to the contacts, projects and opportunities they relate to for fast retrieval of information. Your activities are synchronised with Outlook. |
| |
|
Create, share and view a common core of information for projects including appointments, contacts, emails and tasks. Your projects are synchronised with Outlook. |
|
Detail your products and services, store collateral in a single place for easy sharing with your team and attaching for email marketing. |
| |
|
Create and manage your opportunities through your sales pipeline. Define and implement a consistent sales process throughout your team. Keep up to date on the status of opportunities. |
|
Send updates and regular newsletters to your customers, suppliers, and interested parties. Track and monitor email campaigns. |
| |
|
Invite contacts to seminars and events and track their replies and attendance. Automatically email reminders and follow up information. |
|
Work seamlessly between Microsoft Office and Bizworks CRM with two way synchronisation including contacts, tasks and appointments. Export information to Microsoft Excel for easy analysis. |
| |
|
Delivered online so its available anywhere, anytime. Upgrades are automatically provided and your information is securely stored and backed up. |
|
|