 |
| |
REPORTS
- Over 300+ Reports in Crystal Report Writer.
- Ability to custom build reports.
- Auto Run Reports and Email as PDF
Marketing
-
Auto import of Web lead
-
Interactive Voice Response System for Sales Management
-
Directions to customer site with click of a mouse
-
Click to Call
-
Integrated Web Chat System
Custom Dashboards
-
ERP Synching to Custom Fields
-
CRM Features
-
Account/Contact Management
-
Automated Processes
-
Multi-level Security Matrix
-
Integration to Maps
-
Web Leads Integration
-
Email Integration
Calendar and Activity Management
-
Integration to Outlook
-
Activity Tracking
-
Lead/Opportunity Management
-
Sales Process Automation
-
Sales Forecasting
-
Reporting and Analytics
-
Application Programming Interface (API)
-
Document Management
-
Asset Management
-
Knowledge Base
FEATURES
-
Business Alerts
-
Automatically receive notification when specific business conditions are met.
-
Business Process Automation
-
Automate specific business task and functions based on selected criteria
-
Mail Merges / Letter Templates
-
Create email, printed, or fax mailings to select contacts or group of accounts
-
Activity Tracking
-
Associate all correspondence including calls, meetings, emails, and service history with the account, contact, and employee
|
|
 |
| Cynergy CRM Features: |
| |
 |
| |
 |
Sales/Opportunity Management |
|
Marketing Campaigns |
|
Web Leads Integration |
|
Inventory Management |
|
Price Book Configurator |
|
Integration to Enterprise Platform |
|
Customer service tracking |
|
Interactive Call in system for sales people |
| |
|
|
|
 |
|
About CRM 
