+64 9 282 4590

C R M

C R M

Customer Relationship Management (CRM) covers all aspects of interactions that a company has with its customers, whether it is sales or service-related. While the phrase customer relationship management is most commonly used to describe a business-customer relationship (B2C), CRM is also used to manage business to business (B2B) relationships. Information tracked in a CRM system includes contacts, clients, contract wins and sales leads and more. Add-CRM is a secure cloud based CRM system that can help every part of your business get a 360 degree view of your customer.

  • Interactive Dashboard

Add-CRM comes with an interactive dashboard which provides an overall insight of the stages of each customer. The customer stage can be easily switched from one level to the other via drag and drop facility in the dashboard. Interactive search is also provided in the dashboard which allows searching through various pipelines defined in the master section.

  • Enquiry Management

The enquiry manager allows the users to key in the enquiries coming through various media. The system also recognizes the owner of the enquiry and the customer/lead could be posted in the corresponding stage. The enquiry price and the tentative closing date could also be inputted thus creating reports in terms of lead management. The enquiry manager also provides the details like activities done in that enquiry, tasks forwarded, product details, source details, files, private notes, members involved etc.

  • Inter Messaging

The inter messaging facility is another innovative feature in Add-CRM which allows team members to keep in touch with the other members via the inter communication. All communication information is kept intact within the system for further references.

  • Task Management

The relationship management requires identification of key needs of customers at various stages and the needs have to be fulfilled by different team members. The task management allows the members to easily switch tasks to other member who has the expertise in the particular stage. The tasks can also easily monitored assignee & assignor point and effective management could be fulfilled.

  • Activity Log

The activity log in Add-CRM provides complete details of the particular enquiry and the stage of each customer could be identified easily.

  • Reports

Option to view the report of deals in stages is also available in our CRM package. The reports on active enquires, won enquires, loss enquires, price of enquires could be drawn from the system

Features:

• Interactive Dashboard
• The relation stages could be dynamically defined
• Easy Enquiry Creation
• Move between stages with drag & drop facility
• Variable access permissions
• Admin & Staff Roles
• Custom Field creation for Enquiry, Contact & Company
• Task Management
• Graphically Reports
• Export Options
• Activity History

Contact Us

Address

Level 1 5B/41 Smales Road, Auckland 2013 New Zealand

E-Mail

info@techtone.co.nz

Telephone

+64 9 282 4590 Office

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