New generation of CRM for SharePoint, helps you to Manage Client Information, Business Opportunities, Contacts, Project Information and all your critical relationship information.
Features:
- Bi-directional relation between any list within the CRM
- Contact Management
- Opportunity Management
- Accounts Management
- Contract Management
- Creates Client Management Workflow's for Issues plus Maintenance and Service Contracts
- Outlook Integration
- Creates a Portfolio for Clients and Potential Clients Based on Documents, Emails and Activities Create and manage service request
- Assign service to a person or a group
- Knowledge base
- Support FAQ's
- Service Rep Portal View
- Service Rep Mgr Portal View
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