Activity Management
Know what needs to be done, when it needs to be done, and what was done before with Open CRM’s Activity management.
Custom views
Set up custom views of your data. This will drive you towards the information that is important to you, when it is important and see which Activities are pressing/overdue..
Do it all from one simple menu
Open a new Opportunity, new Email and update the linked records during the same call without having to click away.
Add new information such as lead status or updated email address easily. Then just add your notes on the call and click save. Activity management that lets you stay focused..
Easy reminders
Allow group members to share records and assign the right team members to help manage the progress of a relationship. Assign permissions across all record types to implement any custom security policies.
Customise and add new fields to your system. Change what people see based on their role within the business. In other words, the system will display only those pieces of information that are relevant to their job.
Snapshot view
Import Contacts from a variety of different sources to help with the marketing process, such as lists from an expo or event. Define these lists yourself, making sure they fit with your management strategy.
Delegate and notify
Track key sales data, financial transactions, customer service incidents, and more.
Set which bits of information HAVE to be filled in on each screen. This makes sure you always have the information you need when you need it.
