We've removed all the junk nobody really uses, kept it simple and built a system you can jump straight into. Clients tell us it is the most intuitive, user friendly system they have ever used and being web based it can be accessed at the office, home or on the road.
The key benefits of myCRMmanager:
- Share – Need a contact? Update the status of a lead? You can use myCRMmanager to share information across your company.
- Manage – Set follow-ups, tasks, call backs, reminders, and more. Never lose control of a lead, contact or account.
- Record – Log calls, conversations, documents and emails. Keep a history of all communications with vendors, clients, lead, and more.
- Personalise – Tailor the system to your exact requirements by adding custom fields that specifically relate to your business model.
- Built with the end user in mind – The Dashboard is your bird’s eye view of the latest leads and your upcoming tasks. You can also add new leads, tasks, contacts, notes or search for people right from the sidebar. Fully manage leads, clients and accounts from an intuitive web based application.
- Log on from anywhere – It is web based so you can access it from the office, home or on the road. Allow multiple users to seamlessly share information across your company.
- Deals with all your email correspondences – myCRMmanager works hand in hand with your email. You can send, BCC, or forward emails to the system and they will automatically be attached to the right lead or contact. This allows you to keep track of traditional email correspondence.
- Designed to make your life easier – You can see everyone your company knows and deals with from any business sector. Account pages, aggregate notes, tasks, and emails from those companies can all be viewed from your account.