Customer Relationship Management or CRM is a valuable tool for keeping track of interactions with customers and prospects. TheRelevant CRM Module extends typical customer and prospect data by adding a database of contacts, activities, and status codes. The CRM Workbench is accessible from the Customer or Prospect Master screens and is linked to all major CRM functions. You can see which campaigns generated leads, which leads converted to true prospects, which activities produced results, and the status of any prospect or customer at any point in time.

Functions

  • CRM Workbench
  • Activity Tracking
  • Customer Database
  • Prospect Database
  • Incident Reporting
  • Fulfillment
Features
  • Activity Status
  • Activity Maintenance
  • Activities Access Levels
  • Executive Activities
  • User-definable Codes and Fields
  • Multiple Contact Maintenance
  • Convert Prospects to Customers
  • Lead Source and Effectivity
  • Campaign Tracking
  • Hot List Functionality

Download the CRM Data Sheet in PDF Format

Download all Relevant Data Sheets in PDF Format


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