Customer Relationship Management

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Customer Relationship Management

Customer Relationship Management

Customer Relationship Management (CRM) is software to improve sales conversions, extend marketing reach, and build lasting customer relationships.

Supported by a vibrant community of tens of thousands of businesses, hundreds of thousands of users, and countless developers and partners that help shape its direction, it's no wonder that today CRM is considered the most powerful open source CRM solution available, having seen more than 3 million downloads to date.

CRM Features

With built-in solutions that range from email marketing, to activity and project management and beyond, CRM On Demand truly is a one-stop organization management solution for most businesses.

Email Marketing

In just 4 steps, target, build, and send beautiful, relevant emails to your leads and customers that drive action, then view audience engagement to see what grabs their attention and build increasingly successful future campaigns. Finally, empower prospect and customer facing teams with engagement information and insights to help them better identify interests and drive new revenue opportunities.

  • Email Campaigns and Analytics
  • Build A Template
  • Create A List
  • Send A Campaign
  • Schedule Campaigns
  • Analyze The Outcome
  • Improve Performance
Project Management

Create projects associated with customers or support cases. Set project milestones and assign tasks to users or user groups. As the project progresses, use the comment system and file attachment to keep everything together, and along the way, keep track of progress and recent events on the summary page.

  • Projects
  • Project Tasks
  • Project Milestones
Customer Portal

Professionalize the customer experience by providing customers with access to a tailored customer portal. Use it to maintain a channel of communication and to share records and files. Customers can also submit customer service requests through the portal for more professional case management.

  • Personalizing Email Template
  • Configuring Customer Portal

Customer's point of view

Using the details like Customer portal URL, username, and password, your customers can easily log into customer portal. Not just that, CRM also offers them flexibility to enjoy following benefits through Customer Portal.

  • Resetting Password
  • Generating Tickets
  • Accessing Shared Records
Calendar and Task Management

Use the CRM calendar to create, assign, and manage tasks and events associated with opportunities, customers, cases, or other records. Set calendar visibility between employees and managers, and configure event alerts, from in-window pop-ups to emails.

  • Events
  • To Dos
  • Opportunities (Expected close date)
  • Support End Date (Contact's support end date)
  • Date of Birth (Contact's date of birth)
  • Invoice (Invoice due date)

Pull data together from any field of any record in CRM using reports. Segment the data using conditional filters, and perform basic calculations directly within CRM, or export the data via CSV or XLS for further analysis.

  • Creating a Report
  • Customizing Report
  • Exporting Report
  • Scheduling Reports
  • Pivot Reports
  • Charts
Document and File Management

Store and organize files using CRMs document management system. Associate files with opportunities, projects, or other records, and disseminate files directly through emails or from within CRM.

  • Manage Documents
  • Creating Folders
  • Creating Documents
  • Download Document
  • Related Documents
Teams & Access Control

Control the organizational hierarchy and team structures. Use it to enable managers to see employees' calendars, and to determine who can access various CRM areas and see, edit, and delete records.

  • Users
  • Profiles
  • Roles
  • Sharing rules
  • Groups
Inventory Management

Organize and keep track of your product volumes and services, use price books to set different pricing rules for different customer groups, use purchase orders to place orders for products from associated vendors, and send and track e-payment and other payment requests for goods and services.

  • Organize Products
  • Manage Services
  • Handle distinct Price Books
  • Know your Vendors
  • Track Payments
Integrations and Extensions

Integrate with Outlook, Gmail, Google Contacts and Calendar, Microsoft Exchange, Quickbooks, phone call systems, and much more. Use the integrations to place, receive, and log phone calls, send invoices to accounting, make and receive payments, and more.

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