TeleCRM is a CRM application designed for all industries which will streamline your business. Some of the features include:
- Contact Management - profiles, contact history, date and time stamped notes, unlimited secondary contacts, agent contact management, agent licensing, and an unlimited number of agent employees.
- Group Calendar - Keep all the people on your workforce on task and in the know with group calendar events and appointment setting.
- Project Management capabilities, including milestones, scheduling, and group calendar events, all template driven.
- Tracks Quotes - With the ability to store unlimited amount of quotes and scheduling of follow-ups, teleCRM gets you where you want to be.
- Reporting - Many useful templates included.
- Security - Gives the administrator the ability to restrict users from viewing, editing, adding and deleting records.
- Data Filtering and grouping capabilities with easy search and sorting.
- Auto-dial feature to increase telesales efficiency.
- E-mail - Manage your inbound and outbound e-mail, and link any type of document to each contact.
- Telemarketing Call Scripts - design and manage your own call scripts, record customer answers, schedule follow-ups, and send e-mails all in the same program.
- Referrals - records each referral by contact and salesperson so that each agent gets the correct credit and commission.
- An abundance of user defined fields that can be customized to fit the way you do business. Import and Export files easily and quickly.
- Full Mail Merge capabilities.
- Synchronize information back and forth between multiple locations.
- Integration with handheld devices.