Client Management Reporting System

Our software enables a business to easily manage customer relationships and databases. In addition, improve client relationships by taking notes, tracking interactions, tasks and upcoming events.

Clent Management Reporting Features / Functionality List:

Contact Management
This feature allows you to organize your contacts into groups and into any context that you see fit.
Customer Opportunity Management:
Quantifying the opportunities that your sales team has with customers is a relatively new feature that is now available for business. You can now locate the customers that are most likely to convert using this technology.
Lead Management for determining high-quality leads
The technology now allows a business to determine the best customers to follow up with based upon demographic and pyschographic factors.
Reports and Dashboards
Users can view statistics in a highly visual, engaging perspective using customized reports and dashboards.
Sales Analytics
Create better sales campaigns in the future by analyzing the hard data of past campaigns.
Mobile CRM including a Mobile App and Alerts
Take customer relationship management on a remote device using mobile CRM programs. A user can also receive valuable alerts about a CRM program being managed from a central location on a mobile device.
Sales Force Automation
Your CRM platform has the ability to automate certain aspects of your sales including outgoing calls, follow up campaigns and the organization of data for more effective campaigns.
Sales Forecasting
A large part of customer relationship management is determining a metric for success. Forecasting lets you know a benchmark by which you can determine whether your results are actually on par with your efforts.
Sales Collaboration
Do business with the best associates through the collaboration features within your management program. You can attract more sales by putting together people who work well together by the numbers
Email Client Integration, e.g. Outlook and Gmail
You now gain all of the automation and the organization of a dedicated email client inside of your CRM user interface.
Workflow and Approvals
One of the ways in which your company will instantly increase its efficiency is through critique of lines of workflow. A good program will be able to tell the difference between a good and bad workflow.
Sales Data
Your CRM program will organize your sales and customer data into manageable chunks that can be used to inform all of the other data that you need to make decisions. You will be able to quantify measures that otherwise would have no data to consider.
Case Management / Customer Satisfacation
Manage each customer case individually and efficiently to improve customer satisfaction levels.

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