CRM and Customised Solutions

Build a system to fit your Company Processes

CRM Base Solution

Base CRM System
Includes Organisations, Contacts, Calendar, Mail Manager and Documents.
1 Basic Manual

Campaigns

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

Leads

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

Opportunities

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

Quotes

CRM Add-On
2 Workflows
Custom PDF Design
1 Basic Manual for the Module

Invoices

CRM Add-On
2 Workflows
Custom PDF Design
1 Basic Manual for the Module

Tickets

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

FAQs

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

Service Contracts

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

Assets

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

Projects

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

Project Milestones

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

Project Tasks

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

Products

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

Price Books

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

Vendors

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

Services

CRM Add-On
2 Workflows
2 Custom Fields
1 Basic Manual for the Module

Sales Orders

CRM Add-On
2 Workflows
Custom PDF Design
1 Basic Manual for the Module

Purchase Orders

CRM Add-On
2 Workflows
Custom PDF Design
1 Basic Manual for the Module

Reports

CRM Add-On
2 Reports
1 Basic Manual for the Module

Access Control Level

CRM Add-On
2 Users Created
2 Roles and Groups
1 Manual on Adding Users

Customer Portal

CRM Add-On
Creation of Customer Portal
Access to 2 Modules
1 Manual for your client's with your Logo

Email Templates

CRM Add-On
2 Email Templates based off 2 Related Modules

Custom Module

CRM Add-On
10 Standard Fields
1 Module Relation
2 Workflows
1 Basic Manual for the Module