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SMARTEDGE Customer Relationship Management
SMARTEDGE CRM ensures that you are on top of every customer activity. All the key information about your leads, customers, opportunities, sales and customer service activities are available directly to you in one place.
Perfect for any small business with a sales force requiring:
- Service Case Handling
- Call Center with Trouble Tickets
- Opportunity and Lead Handling
- Easily Issue Quotes and Invoices
- Customer and Contact Management
- Commission and Bonus Rewards
Opportunity » Quote » Invoice » After Sales Service
Taking care of your customer is essential to any successful business. SMARTEGDE CRM gives your sales consultants and other customer service personell easy access to all the information about a customer or a lead in one place.
SmartPanelsA real-time view of your invoice, payment and customer situation at a glance. [Read More] Simple Interface for Opportunities, Quotes and InvoicesWith SMARTEDGE you get a simple and straight-forward interface to create opportunities, quotes and invoices. Opportunities and Quotes can seemlessly be converted to invoices without re-entering any data. [Read More] Sales PipelineSales Pipeline reports can be created from your opportunities where opportunity stages and probabilities are used to estimate the value of current opportunities. [Read More] Contract ManagementRecurring subscription sales or Progressive invoicing can be handled without effort using contracts. Subscription contracts are available for recurring cyclical invoicing.[Read More] Customers, Contacts and ItemsStore your customers and contacts for re-use. You can also create different products and services to track sales of individual items, offering you superb understanding of what you are selling and who you are selling it to. [Read More] Keep Track of PaymentsJust as important as getting the invoice out is getting the payment in. Included in our CRM system is customer statements and age analysis of outstanding payments. [Read More] |
Service CasesService Cases allow you to easily track multiple service activities for a customer. Service cases can be invoiced automatically. [Read More] Call Center With Trouble TicketsTracking customer service requests is easy with SMARTEDGE. All customer request can be added as trouble tickets and subsequently invoiced automatically if the service request is chargeable. [Read More] Employee Incentives and RewardsIncentives and rewards are handled automatically in SMARTEDGE. You can create commission and bonus plans for employees, and from these plans, commissions are calculated when invoices are issued. [Read More] ReportsEasy to read reports give you full view of your opportunities, quotes, invoices, service cases and trouble tickets. The reports can be customised to view data for different time periods. [Read More] Sales and Profitability StatisticsWith SMARTEDGE you can produce statistics showing total profitability, or sales and profitability by customer or products/services. [Read More] Appointments and TaskWith SMARTEDGE CRM you can keep track of your appointments and tasks. You can also add important notes on customers and invoices for later reference. [Read More] |
Click Here to see the complete feature list for BT2 CRM.