Customer Relationship Management (CRM) allows a company to keep track of customer activities, follow-ups, marketing campaigns, sales orders processing, inventory management, and repot and invoice generation. CRM customization involves using technology to organize, automate and synchronize business process exactly in a way that the company idealizes. The overall goals are to find new customers in potential market yet retain the current loyal ones.

Update technology can add value to your organization by reducing operational cost, increase efficiency and enhance customer satisfaction. SME Consulting brings to you the effective yet affordable open source CRM software which is available free to use.

Features of the CRM

  • Centralized customer/ contact database with all relevant information
  • Capture and track all sales enquiries through various stages such as new, in progress, quote, closed etc.
  • Assign sales enquiries to various sales executives
  • Track sales staff activities (DSR)
  • Generate sales funnel report based on expected closure date
  • Easily generate quotes and email out
  • Capture orders and track them all the way to delivery
  • Manage multiple marketing campaigns and track results
  • Capture customer requests/ service requests and track them
  • Generate a range of MIS reports and analysis