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Enapps CRM module
The Enapps CRM system empowers all of your company with a customer-centric set of tools which allows you to closely manage both customer and supplier relationships. This module also manages the conversion of leads & prospects into new customers by converting their associated opportunities into new business. We also support multiple contacts, contact types and addresses for each customer and supplier along with a 360-degree view of activities and purchase history by customer.
CRM module key benefits
Contact management
Multiple contacts, job roles and addresses at the same customer are all supported as standard. Plus Google maps and UK postcode lookup, so you can speed-up address entry and see exactly where your contacts are. We support a historical overview of all customer communication including calls, meetings, emails, purchase history and outstanding quotations.
Pipeline management
The open opportunities we have with both our existing customers and our potential new customers all contribute to our sales pipeline. Most Enapps clients like to view the pipeline as a Kanban which can easily be sorted by date, value, salesperson etc. by simply clicking on the desired dimension. The pipeline can also be viewed as a kanban, list or a graph in multiple formats.
Activity automation
This module also has the ability to automate some of the workflow processes commonly found in business. These are activities such as scheduling a follow-up call or e-mail after a quotation or chaining a set of activities with other team members. The workflows within this area are normally configured at project implementation time but can be changed at any time.
Our CRM module feature list includes...
Contact management
Manage all contact details using multiple contact names and addresses if required.
Pipeline management
Manage the opportunity Sales Pipeline using your own predefined stages.
Activity management
Every current and all historic activities are all available from one place on the system.
Display on Google Maps
Display any contact type or list of contacts directly on an in-system Google map.
UK Postcode lookup
Input addresses quickly and accurately using our UK postcode lookup integration.
E-mail integration
E-mail can be sent and received in any part of the system and we have Microsoft Outlook integration.
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