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CRM - Business Manager Trial (v. 1.1)
Разработано Actisoft
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Business Manager is a CRM software to organize your Business Opportunities and the relationship with your customer.
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Sales force, direct marketing, business opportunity, crm
Business Manager free CRM Trial for 3 days.
Now at the end of trial period you can buy the license and upgrade the CRM trial to CRM full version.
Write to our facebook page your opinion e what you need more in this crm app.
Organize your business opportunities. Select your customer from your list of contacts.
Every opportunity in the CRM has a revenue target, a progress indicator of the negotiation and the probability bar.
You can have a summary of the potential revenue both of each single customer contact and total.
The CRM program is organized in 3 Tabs.
CRM Opportunity works as a "to do list":
Press the option key to insert a new opportunity in the CRM.
Select the customer from the list of contacts.
On the top of the opportunity screen you'll see the contact's photo, name and company.
If your contact is a facebook contact you need to connect the facebook contact to a standard contact before start to create the opportunity.
The skype contact works.
Set the name and the description of the CRM opportunity.
There are 4 information dates: create date, modify date, close date and due date.
Status of the crm opportunity: open or close.
Potential revenue.
Progress status.
Long click on the crm opportunity organizer list item to open the context menu.
Open, close, delete and edit opportunity.
Sales force, direct marketing, crm
CRM Summary:
In the summary folder it is possible to view a summary of the opportunities you can find in the CRM grouped by contacts. Use this as contacts manager to have direct access to your business customer. So you can call and see all the information concerning the contact.
CRM Tot:
The total revenue of all opportunity.
Use CRM Actisoft to organize your appointments's calendar.
Sales force automation SFA.
With the new activity section of the crm you can store your activity in your calendar.
Use configuration to select the calendar.
Use Buy features to buy new special function.
- Special function: CSV Export for Excel
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