Customer Relationship Management and Sales

Overview

Customer Relationship Management (CRM) will record all interactions with the outside world and allow you to move seamlessly from the first identification of a suspect to the billing of a customer for a sale, the first engagement with a supplier to their delivery performance, an application from a contractor through to their engagement in a project are just examples of the CRM flow. As part of the kpi.com suite, CRM integrates seamlessly with the other functions allowing you a single view of the relationship. All the interactions between the parties are stored in one place and can be shared. You can move a contact through the sales cycle to a customer with a project, initiating quotes, proposals and invoices, making purchases of inventory and shipment when the sale is made, recording partnership and supplier relationships whilst managing the financial transactions.

CRM overview

How is it integrated with other sections?

kpi.com CRM provides seamless way of Accounting & Finance and Project management Integration so that users will be able to convert sales opportunities into projects, create quotes, invoices and send to their customers.

CRM integration with PM, HRMS, Accounting and Payroll solutions

CRM Activities

kpi.com’s CRM consists of 4 basic modules, which are, sales, customer service, email marketing and web forms. Being unique integrated solution, the software allows sales people to generate leads using web forms and mass mailing tool, eventually converting them into sales opportunities and handling them with customer service tool.

kpi.com CRM & Sales customer reviews

avatar

We use most of the major components of the product. The results are predicable and consistent. Support is reachable and very knowledgeable. I believe the product is one of the best bang for buck solutions on the market. ...

Mark Tappin

Customer Relationship Management and Sales Gallery