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teleCRM

CRM application designed for all industries


Author: Source Results Corporation
Author's Site: www.sourceresults.com
Support: teleCRM_tech@sourceresults.com
Size: 18145KB
License: Shareware
Rating:
Download: Download teleCRM
CRM application designed for all industries
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TeleCRM is a CRM application designed for all industries which will streamline your business. Some of the features include contact management, group calendar, project management, quote tracking, reporting, security, data filtering, auto-dial, email management, telemarketing call scripts, referral tracking, user defined fields, import and export, mail merge, sychronization of files, and integration with handheld devices. More...


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TeleCRM is a CRM application designed for all industries which will streamline your business. Some of the features include: -Contact Management - profiles, contact history, date and time stamped notes, unlimited secondary contacts, agent contact management, agent licensing, and an unlimited number of agent employees. -Group Calendar - Keep all the people on your workforce on task and in the know with group calendar events and appointment setting. -Project Management capabilities, including milestones, scheduling, and group calendar events, all template driven. -Tracks Quotes - With the ability to store unlimited amount of quotes and scheduling of follow-ups, teleCRM gets you where you want to be. -Reporting - Many useful templates included. -Security - Gives the administrator the ability to restrict users from viewing, editing, adding and deleting records. -Data Filtering and grouping capabilities with easy search and sorting. -Auto-dial feature to increase telesales efficiency. -E-mail - Manage your inbound and outbound e-mail, and link any type of document to each contact. -Telemarketing Call Scripts - design and manage your own call scripts, record customer answers, schedule follow-ups, and send e-mails all in the same program. -Referrals - records each referral by contact and salesperson so that each agent gets the correct credit and commission. -An abundance of user defined fields that can be customized to fit the way you do business. Import and Export files easily and quickly. -Full Mail Merge capabilities. -Synchronize information back and forth between multiple locations. -Integration with handheld devices.
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