we consider marketing to be an essential component of a sales system and purposefully designed with integrated, highly useable marketing capabilities which can be effectively implemented and utilized by anyone in your organization.
Automating tasks increases employee productivity and allows you to extend the reach of your organization without hiring and training new employees.
Website Activity Tracking
Tracking the behavior of visitors to your website helps you better understand who they are and what their needs are so you can directly address those needs and secure them as long-term customers.
Contact Lead Routing
Even small and medium-sized businesses need full control over lead distribution to ensure each potential customer is managed by the individual most likely to move them through the sales funnel.
iCRM gives you the ability to create and send targeted and compelling email campaigns designed to resonate with prospects and customers. Anyone in your organization to focus on the creative aspects of an email campaign, so they can give their attention to appealing to a particular group of prospects rather than underlying campaign logistics.
With iCRM Tags you can easily group and categorize records in any way you like, so you can effectively communicate or target email campaigns to specific contact segments.
Easily capture web leads through different web forms on your web site.
Highly-usable sale application which enables small and medium-sized organizations to efficiently sell to and manage their customers. With a full Customer Relationship Management database, you can track and follow your interactions with contacts all the way from prospect to customer and beyond.
With iCRM Tags you can easily group and categorize records in any way you like, so you can effectively communicate or target email campaigns to specific contact segments.
Deal Opportunity Tracking Like Contacts, Opportunities are presented in an individually customizable interface which includes information about the potential deal, including sales process stage, probability of close, quoted price, associated contact or account.
Record Relationships
We recognize that every sales and service situation is unique and may have complex relationships with various people, companies, organizations, or otherwise. Intelligent and flexible means to establish relationships between any type of entry to anything else.
Most organizations have some type of sales funnel where leads move from one stage to another as they become more qualified. Since this process is often unique and may be different for distinct types of customers has a simplified interface for creating a process pipeline.
Email Correspondence Manager
Email is an incredibly efficient way to communicate with people, and allows you to quickly and easily send rich text emails while recording these action so you and your colleagues can reference them later. From any Contact record you simply select the email icon on the right hand side of the upper menu and a rich text editor automatically appears.
Quoting and Invoicing
Generating and sending sales quotes and invoices is often a necessary but time consuming process. iCRM simplifies the process so that in a matter of minutes any authorized individual can create and send professional-looking quotes and invoices for prospects and customers.
Contact Interaction History Chart
This component offers a complete overview of all interactions with a contact at a glance. You can view events like calls, emails, or web activity in a simple graphic interface that demonstrates the level of activity and interactions the customer has been involved in.
The charts are customizable, allowing you to edit and view which types of data you would like to see information on, as well as modifying its time frame.
The administration panel offers users a wide array of managerial and supervisory abilities, tools, and utilities for regulating detailed aspect of the application, and by extension, your business.
This allows admins to maintain organizational standards and best practices, and to maximize productivity for all users.
In addition, administrators have the flexibility to customize and extend with the intuitive development tool.
Reporting and analytics capabilities enable you to monitor and react to marketing, sales and service performance, and ultimately make “closed-loop” changes which improve performance.
Activity Feed Stream
With the Activity Feed you can keep an eye on everything going on in your business. You have access to all posted events in an intuitive, social network-style feed, as well as the ability to filter the information by user, event type, or any other manner
Task Management
An efficient Task Management interface where users can create actions assigned to others as well as view and manage their own assigned actions. Users can view a friendly to-do-line interface, or easily manage dozens of actions at once within the grid view.
User Management and Access Roles
Administrators have complete control over their users’ level of record access, permissions to edit or update data, and group memberships.
They can create new users and assign them to different group categories based on their involvement in the organization, such as a Sales or Customer Service Rep.
Administrators can create access roles and control the users’ ability to view and edit records, specified right down to the individual field level