Custom CRM Software, Custom Web Based CRM Development
IDO provides the customer relationship management (CRM) services for our RMS
product. CRM modules are considered as an add on. Let us know if you want us to
quote you with and without this add on. You will be able to have contact or
entity centered views, 360 degree view of customer, track & manage leads, track
& manage prospects, convert leads to prospects or customers & opportunities,
calendar views for meetings, to-dos, calls, call backs, schedule a meeting with
people & resources planner, case management & escalation, case dashboard,
service level agreements, opportunity management & user defined stages,
opportunities linked to quote or multiple quotes, opportunity revenue based on
quote revenue or margin, opportunity dashboard, auto completion of opportunity
when quote converted to order, competitor tracking, quotes use stock & text
items, quotes use customer special pricing, quotes convert to orders, target
lists linked to customers or contacts, target lists based on all fields in the
database including custom fields created by users, from target list (quick
email, fax, call list, and mail merge features), marketing campaigns &
management, marketing campaign waves (for email, fax, call list, mail merge
using target lists), outbound call management & user interface, integrated email
client (all incoming / outgoing emails are attached to contact activities
automatically),email dashboard, email composer & designer, fully featured
integrated word processor, company documents & memo centre and business
intelligence dashboards.