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CRM Customer Relationship Management
Multiple locations are great if we’re talking branch offices. But when it comes to accessing all the information you need to run the business, bouncing from one place to another just doesn’t cut it. So why put yourself through it?
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ConnectWise customer relationship management (CRM) software lets you harness front-and back-office systems to deliver powerful, centrally located data that your Sales, Service and Account Management Teams can easily share. Business leads, pending and historical support activities, client agreements, financial records and other critical account information can be accessed – or restricted – based on parameters you set. By utilizing Connectwise CRM software, with a single click, client touch points are recorded via the Activities console and available at contact and company levels. |
| More importantly, ConnectWise CRM software creates downstream accountability at every job function and provides each department the information they need to best support your clients. And if that’s not enough, IT best practices are enforced for all client-related activities through workflow and templates that generate e-mails, tickets, visits and alerts. |
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CRM Software Feature List
- Unlimited companies
- Unlimited contacts
- Sales territory support
- Company teams
- 360 degree view of all activity
- Workflow integration
- Roles based security
- SSL supported
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See the other Sales Force Automation modules
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Contact us today to find out more about how ConnectWise CRM customer relationship management software can help your business!
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