CRM (Customer Relationship Management) aims to assist users in managing customer information, to track sales leads, to conduct and monitor marketing campaigns and also improve customer communication and quickly address client issues. Overall, it aims to simplify the process of sales and thus give a clear view of the organisation's performance.

 

Features

  • Accounts & Contacts

Maintain account and contact information, plus all associated activities, notes, opportunities, quotations and sales

  • Tasks & Activities

iSPIRAL CRM's task and activities help you know what activities are completed and which activities need to be worked on.

  • Calendar

Manage your meetings and view others calendars.

  • Assign Tasks

Assign Tasks to other employees and send an email notification with task details.

  • Opportunities Management
  • Data Import Wizard
  • Role Permissions
  • Complaints Management
  • Time & Billing (extra module)
  • Staff Management (extra module)

 

iSPIRAL CRM is a management software and an essential tool for every contemporary company, with strong vision.

Contact Management

  • Enables the company to organize all customer relationship information, in one place.
  • Everything you need to know about your customer, your products and services, the company opportunities, the progress of sales is right there, in the right time.
  • Points out the present needs of your customers and predicts their future needs.
  • Track the communication between you and your customers, viewing the incoming and outgoing emails in the part of each customer.

Campaigns

  • Allows you to create a targeted marketing strategy and achieve up-sellings and cross-sellings sales.
  • Increase your success through a targeted campaign, setting the goals and the estimated budget.