ConvallisCRM is a simple to use customer relationship management (CRM) application that allows you to keep accurate and up to date records of your customers, suppliers and contacts as well as generating quotes, invoices, setting up tasks and reminders and marketing your products/services via email, SMS (Text messaging) or direct mail.
Easy access to customer/contact records.
All users on your network can access the data from one central database.
Existing electronic data can be imported easily using the data import tool provided (.xls. .xlsx and .csv files).
Set your own categories, make sure that they are appropriate for your needs.
Keep accurate notes of your emails, telephone calls, letters, meetings etc at the touch of a button. Know exactly what has happened with any particular contact.
Send email from within the application Set up your own branded templates and send to mailing lists or individuals.
Build and customise your quotes and orders. Send your quotes, despatch notes, invoices directly from the CRM. Keep all of your sales documentation in one place.
Use the workflows to keep track of your business processes from initial contact through to the order. Assign different workflows for different business processes.
Task lists help you get organised, eg: contacts that you need to 'phone or email on a certain date, quotes or invoices that need to be processed, set up and choose your own task categories.
Integrated calendar, keep a note of your meetings, appointments and attendees,never miss an important date again.
Create unique reports, detailing your sales, customer lists etc. Export to excel and use for your marketing.
Full online support including video guides.
Date added 28 May 2012
Last Updated 12 Oct 2012