Set-up, Monthly Support and Hosting, and User Accounts

This package is customisable for companies that require services exceeding the other packages available. Call us with your requirements and we will give you a quote.

Personal Domain

This package comes with the option for a personalised domain name for the CRM, such as CRM.Your Company Name.CO.UK.

Support

We will provide support your web based CRM via email, chat and telephone.

Storage

This package comes with 2000MB of storage space available, allowing you to store documents and other files.

Bandwidth

The bandwidth limit for using the CRM is 32GB a month.

Customer Module

The Customer Module allows you to keep track of all the information about your customers, such as their address, phone numbers and email. This module ties in with the other modules that are available, this means that the Customer Module also provides a central area to access all the information about a customer, such as what communication you've had with them, what invoces have been sent to them, and any trouble tickets they have raised.

Webmail

Webmail allows you to access email through the CRM, and ties in with other modules on the CRM, such as the Customer Module, so that emails sent through webmail are linked to the customer information. This provides easier tracking of communications between you and your customers, all done automatically.

Invoice Module

The Invoice Module lets you generate invoices for your customers through the CRM. This will then be tied in with other modules, such as linking invoices to the appropriate customer in the Customer Module.

Project Management Module

The Project Managament Module allows you to set up projects for the work you do, and track the project as it is worked on. This includes being able to assign the project to a specific employee, set the priority of the project, and specify start and end dates.

Timesheets Module

The Timesheet Module allows your employees to enter information about how long they have been spending on different projects each day, and can provide a good overview of how long specific projects really take.

Asset Management Module

The Asset Management Module gives you the ability to keep track of any assets, such as phones and company vehicles, that your company uses, such as who is currently using the asset and how long they have had it for.

Trouble Ticket Module

The Trouble Ticket Module is included in this package, so you can operate your own in-company trouble ticket system. Customers can then raise trouble tickets when they have a problem, those trouble tickets can be tracked and updated easily, and the cutomer will receive automatic notification when the trouble ticket is completed.