CRM

Conclusys CRM is the name of our group of services for delivering SuiteCRM to clients.  SuiteCRM is an award-winning open source Customer Relationship Management (CRM) application which is functionally equivalent to the major product suites like Salesforce, Oracle, SAP and Microsoft Dynamics.  It is enterprise-ready and is displacing traditional vendors in large accounts, however – Conclusys specialises in working with micro-businesses (1-5 users) and SMEs (up to 250 users).

Workflow

SuiteCRM’s Workflow module is an efficient, powerful, and flexible tool that delivers advanced capability to streamline and automate repetitive tasks freeing users to focus on selling and servicing customers. SuiteCRM users can model business processes and design flexible automated actions that are triggered to run at anytime.

Sales

Model your sales pipeline quickly and easily. Free your sales people to do the high value selling you pay them to do, not the low value administration they hate. Produce beautifully templated Quotations, control your pricing strategies, make sure your Contract renewals are always serviced and make sure that every lead is followed up quickly and professionally. Easy to use with powerful impact.

Features & Benefits

Here are just some of the many things you can expect when Conclusys CRM works with you…

• Award Winning, Enterprise Quality CRM
• Configured with your company logo
• Users and Permissions Setup
• Quick Start Guide
• Access to our Online Support system
• Mobile Access for iPhone & Android
• Multiple Appearance Options (“Themes”)

• Full Company Management
• Full Contact (Person) Management
• Calendar per user + shared & resource calendars
• Tasks, Meetings, Calls + Delegation

• Email from CRM

• Campaigns and Target Lists for Marketing
• Leads / Enquiries
• Opportunities / Pipeline / Pipeline Report
• Quotes > Orders > Invoices
• Product Management

• Contract Management & Renewal Reminders
• Customer Service / Case Tracking
• Project Management
• Knowledgebase – great for policies & training!
• Customisable Dashboard
• Create-Your-Own Reports

• Mail Merge / Document Templates
• Workflow to automate tasks

• We are able to customise any module and write modules from scratch, linking to other new or existing modules to provide you with EXACTLY what you need to run your business

Ok, what’s next?

Simply get in touch via vacrm@conclusys.co.uk or 0845 544 3210 for a friendly chat 🙂

More about our CRM…


Get in touch today

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