Contacts.crm - Customer Relationship Management Software

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Contacts.crm – Customer Relationship Management Software

Contacts.crm is a powerful Customer Relationship Management software tool that helps companies manage the messy data growth that comes with growing a business. It is a multi-user system that manages all your dealings with current and potential customers in one place.

Powerful features help you organise your business and know your customers

See a full profile of each person – instantly know which goods / services a contact has purchased or expressed interest in along with details of correspondence and mailings sent to them.

Track conversations with potential customers and schedule follow-up activities.

Generate highly targeted mailings with powerful search facilities.

Store details of your jobs, orders and projects

Produce personalised documentats that can be printed or emailed with just a few clicks.

Protect your data – users are given access to information relevant to their role without having access to data they shouldn’t.

Generate invoices and track payments received.

Produce a range of reports analysing the business.

CRM Jumpstart Solution

Contacts.crm is a great jumpstart solution to form the basis of a custom business solution. It has been built on a framework that can be customised by Cutting Edge Software to meet your specific needs.

Features that are unique to your business can be bolted on to the standard system. This fusion of powerful CRM functionality with custom built add-ons gives you a system that fits the way you work.

CORRESPONDENCE

Letters and emails can be sent to anyone in the contact list directly from the system.

All correspondence sent to a person can be viewed with the click of a button.
Shared access means that users can see correspondence sent by their colleagues.

ACTIVITY

Store details of all conversations you have with each contact and schedule follow-up calls for the sales team. Over time you build up a complete history of your dealings with each contact on the system. See details of any conversation that anyone from your organisation has had with your contacts.

The sales team can schedule their calls and know that they will not forget to follow up any leads as Trainer.crm will remind them when they are due to make that call.
They can, at any time, see a list of missed and future calls.

CAMPAIGNS

Select groups of people and/or companies and send email campaigns and printed mailings. The system merges the address details with the text of the mailing and prints or emails the campaign, as required.

Powerful search capabilities let you produce highly targeted mailing lists.
A complete history of campaigns is kept so you can see who was included in each campaign.

INVOICING

Create and print sales invoices in Contacts.crm.

Send reminder letters and statements to those who have not paid.
Links can be created to your accounting package so that invoices are also created in your accounts system.

PURCHASING

Create purchase orders and link them to your projects.

Keep track of your costs.
Links can also be created to your accounting package so that purchase orders are created in your accounts system.

CASH BOOK

Track payments received against your invoices.

Knowing who has & who hasn't paid their invoices is not limited to the accounts department.
Links can also be created to your accounting package so that purchase orders are created in your accounts system.

WEBSITE INTEGRATION

A REST API lets you turn your website into a dynamic, constantly up-to-date site. You can use your database to supply any information that regularly changes.

Update product information in Contacts.crm and see that change on your website.
Online orders can be sent to Contacts.crm.