CRM Plus Solution
What Is The CRM Plus Solution?
The CRM Plus Solution is a custom online application which includes tools that allow administrators
to view & edit contact and RFQ submission activity, and includes the capability to generate exportable
reports in an Excel format.
The CRM Plus Solution
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The CRM Plus Solution keeps record of all contact information for easy export to Excel or other databases from submissions made through your website. |
The CRM Plus Solution allows you to generate pre-configured reports, as well as custom made reports. |
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The CRM Plus Solution allows you to export your custom reports directly to an Excel file. |
The CRM Plus Solution allows you to edit each entry. This allows you to fill in missing information that wasn’t included in the original form submission as well as add other information used internally such as price quoted, notes, etc. |
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Inside the configuration section of the CRM Plus Solution you can add, edit & delete fields as necessary to customize your CRM Plus database.
You can also create new groups that segment fields such as contact information and quote information. |
