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.

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