CRM-Express Standard 3.67

 CRM-Express Standard 3.67 is designed as a helpful program for customer relationship management. CRM entails all aspects of interaction a company has with its customer, whether it be sales or service related.CRM-Express can help with managing your marketing, customers, sales and orders properly and professionally.

Major features:

1. Task Management
   • Any number of tasks can be created
   • Tasks can be assigned to any of the created CRM-Express users.
   • Tasks can be passed on from one user to the next as one user finishes his/her part of the task.
   • As soon as a task is passed on from one user to the next, it is automatically displayed in the next user's task window as well ad in all administrator windows.
   • When completed, tasks can be assigned back to the administrator and marked as completed.
   • At any stage the administrator can see who is busy on which task and can re-assign the task to another user if the user is too busy
   • A user that has a task assigned to him/her just has to change the user to assign it to the next user.
   • Once a task is assigned to a new user, it is automatically removed from the user's task panel and shown on the next user's task panel.
   • Users can add comments to the task as it moves from one user to the next.
2. Fast Contact Management
   • Manage all information related to contacts like faxes, invoices, orders, contracts, etc. Files can be stored in various formats like eml, pdf, avi, jpg, doc, xls, etc.
3. Order Management
   • CRM-Express follows the Sales process
   • Quotes  --> Orders --> --> Invoices
   • These events are treated as a Sales state or Sales Status and the user can transform to the next event without needing to re-enter the information in the document.
4. Meeting Management
   • Plan meetings with scheduler, reminders and calendar support
5. Time Management
   • Time management with "my work day" display, calendar,notebook, etc.
6.  Integrated Operation
   • All communication for a contact can now be stored together in an integrated communication environment.
   • See all the Emails, Faxes, Memos, SMS messages, etc., sent or received from a specific contact with a few clicks.
7.  Contact Methods
   • You can use CRM-Express's Email Client, the Fax Manager or the SMS Manager to send or receive Email, Faxes and SMS messages.
   •  You can use templates with mail merge with these integrated tools to send multiple messages to a group of contacts.
8. Call Manager
   • Make calls with dial-up and call-timing
9. Email Manager
   • Fast, Multi-threaded Html Email Send and Receive with Templates and Mail-Merge.
10. Fax Manager
    • Send and Receive Faxes
      
11. SMS Manager
    • You can send and receive SMS messages with CRM-Express using Templates with Mail-Merge capability.
    • The current CRM-Express version works with clickatell service provider which covers more than 500 networks globally.  You can sign up and get 10 free credits.
       
12. Automation  Mailing List Manager
    • CRM-Express was designed to automate repetitive work
13. Desk Top Publisher (DTP)
    • Design email, newsletters, forms, templates, etc.
14. Templates
15. Drag & Drop
16. Import
    • Import from Outlook Express, Outlook, Act, CSV, XML, V-Cards, etc.
17.  Export
    • Information from the Database can easily be exported in different formats like XML, Html, Word, Excel, PDF, V-Cards, etc.
18.  Parse to database
19. Day Planner
20. Speed
21. Backup
22. Reports & Printing
    • Create Sales performance and management reports quickly and easily
23. Personalized Tech Support 
    • Get answers to all your questions via personalized email for 1 year
      

Enhancements: 

• bug Fixes 
• UI enhancements

Requirements:

• Processor speed : Pentium II, 350 MHz (minimum); Pentium 4, 1.2 GHz (recommended) 
• Available RAM: 256 MB (minimum); 1 GB (recommended) 
• Available hard disk space: 50 MB (minimum), an additional 50 MB required for program installation 
• Operating system: Microsoft Windows 2000, XP, or 2003 
• Minimum video resolution: 1024 x 768 or higher-resolution video adapter and monitor 
• Internet browser control: Microsoft Internet Explorer 4 or later
• Additional requirements: Internet connection and e-mail account
• E-mail system: No additional e-mail system is required. CRM-Express has an integrated multi-threaded e-mail client
• Database: No additional database is required.  CRM-Express uses Microsoft Foxbase as its database
  

WareSeeker Editor