007 CRM software is a user-friendly and highly customizable solution for mid-size business to enable efficient contact communications, product information, sales, projects and tasks management, with an easy to use interface and information search capability. 007 CRM software provides the following benefits:
Contacts Management
Enables management of your contacts effectively with the history of all negotiations, phone calls, tasks, meetings, emails and documents.
The 007 CRM powerful search engine helps you to track down key information quickly using various characteristics.
Accounts Management
Accumulate all your accounts and opportunities in a single database.
Maximise team selling effectiveness by combining all account data in one place. This includes orders, contacts, tasks, emails, files, comments.
Segment all your accounts by groups and categories.
Sales Management
Capture and reference key information relating to sales opportunities.
Forecast revenue and measure sales process effectiveness.
Track opportunity status and dates.
Analyse sales by manager, product, customer segment...
View all actions, mails and documents related to sale.
Tasks Management
Manage schedules and keep track of activities and events for multiple users.
Track phone calls, meetings, to-dos, events, and literature requests.
Monitor the work schedule of your employees.
View all tasks per sales opportunity, account or contact.
Campaigns Management
Plan and track your marketing campaigns
Analyse campaign results
Compare campaigns effectiveness
Optimize your marketing expences
Products Management
Accumulate all your product information providing and maximising all product sales opportunities.
Maximise team selling effectiveness by combining all contacts to products.
Analytical Reports
Build any report needed with report builder.
Analyze the effectiveness of your sales team.
Generate activity reports.
Analyze sales forecast and results.
Export data from any grid to MS Excel or HTML.
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