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Customer Relation Management (CRM)
Manage contact details, agreements, meetings, documents of customers and relations. Experience the easy way to manage all your relations. Activate the software and start immediately. TBlox-CRM enables teams and departments to share a central - always up to date - customer database, an online contact manager and a project tracking tool. Contacts, customer histories, hot leads, projects and pending tasks can be updated from anywhere.
Manage al of your contacts, client relations and prospects online, in easy to use files. Contacts can be imported from Outlook. You can set automatic (email) notifications and manage sectors, products and statuses
Contact - Add, manage and assign contacts
- Import contacts from Outlook or other email programms
- Always up-to-date information
- Manage (estimated) contract values
- Assign contacts in categories
Business relationships - Electronic customer files
- Lead info per prospect or client
- Add attachments and comments
- Easy support for tracking appointments
- Management reports
- Assign business relationship into groups and categories
- Automatically save emails in electronic files via emailcenter
Administrator menu - Assign contacts to sector, mail group or product
- Manage deadlines
- Export of data to Excel, PDF or print info
- Set-up sectors, products and status
- Set-up own comment types
- Set-up own groups/categories
Archive - Archive prospects and clients (reversable)
- Store your data
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