360 Partnership > CRM - an online tool for Customer Realationship Management.

Personnica

Solutions

Personnica CRM

Personnica CRM is a complete online Customer Relationship Management system, which allows your sales and marketing teams to effectively and efficiently work together wherever they are in the world.

CRM provides a simple and intuitive interface for you and your team to manage your customers' needs, products and services, allowing you to focus your efforts on achieving your company's goals.

In Development - CRM Mobile
														For the sales person on the move, an offline version of our CRM that will run 
														directly off your laptop!

														Synchronise with our on-line databases before you go out, and take your key 
														data with you.

														When you return simply resynchronise and any changes you've made while you've 
														been away will be stored on-line.

Keep track of an unlimited number of customers and their contacts.
Log future tasks and previous activities to each customer or contact and assign to any agent in the team.
Keep as many and detailed notes for a customer as you require.
Track sales and marketing opportunities, monitoring the value of the opportunity and the details of its progress.
For each agent access to their own home screen and calendar showing them their assigned tasks and previous activities.
View fellow team member's calendars, check their availability and co-ordinate your efforts with theirs.
Protect your with secure username and password access.
Quickly create contacts/activities/tasks throughout the application through the carefully placed quick action forms, which can be hidden when not in use.
Home in on the information you want quickly using the built-in search abilities or the carefully crafted filters.
Create as many teams as you like, with each team's customers and contacts private to themselves.
Generate reports so you can more easily analyse and break down your sales or marketing progress.