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Your Contact Management -
your CRM

Customers are the most important part to your business’ success. Without clients, where will your revenue come from?

Your system includes a full Customer Relations Management (or CRM) for personal or team use. Using this module you can:

·  Establish potential clients and contacts.
·  Organise future work - see them in the CRM calendar.
·  Create future work to contact existing and potential clients.
·  Import new target names and addresses - allocate work to your team.
·  Make sure your sales team operate efficiently - see the reports.

·  Add extra notes in the calendar.

Use the CRM: add in your potential clients (and any lapsed ones) and set when you next should contact them. The system 
can automatically remind you to make contact - and you record any call or meeting and track what works. The Calendar can 
be emailed to you weekly - or view the sales funnel.

With the CRM module, you’ll be able to organise your business accordingly to provide the best possible service to your clients

GDPR Compliant: Many people are worried about GDPR. When you upload or add records you complete the included GDPR information. In your web site, you can search for GDPR information (e.g. This means that when you send an email campaign, you must authorise GDPR compliance. If you intend to use the system to contact private individuals using emails campaigns, we recommend you contact us for additional guidance.