| Sales Lead Management |
- Manage Unlimited Leads and Contacts
- Track activities, sales opportunites, quotes, support cases, emails, and more
- Assign leads to team members within your organization
- Track lead progress from new lead to closing the lead
- Email contacts directly from CRMBOOST and keep a history of your sent emails
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| Contact Manager |
- Manage Contacts
- Store birthdays, spouse name, children name
- Store the contact's interest, hobbies, etc.
- Add additional fields to track
- Email contacts directly from CRMBOOST and keep a history of your sent emails
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| Account Manager |
- Convert Leads to in-house Accounts
- Track activities, sales opportunites, quotes, support cases, emails, and more
- Assign payment terms, sales tax information, credit limits, etc.
- Track balances, credits, order and payments
- Create support cases for trouble tickets and issues
- Email contacts directly from CRMBOOST and keep a history of your sent emails
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| Opportunity Tracking |
- Create and track sales opportunities and deals for leads and accounts
- Customize your pipeline sales stages
- Track success rate of opportunity deals
- Track your sales potential and goals
- Create support cases for trouble tickets and issues
- Email contacts directly from CRMBOOST and keep a history of your sent emails
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| Quotes and Proposals |
- Generate professional looking quotes and proposals and email or print
- Customize your forms with your required terms and layout
- Create, save and edit quotes anywhere there is internet and a browser
- Link to inventory for tracking product availabiity
- Add notes to the order as a whole and/or individual line items
- Easy and intuitive order entry with product image reference
- Optional invoice module to allow invoicing directly from CRMBOOST
- Calculates sales tax and totals
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| Support Case Management |
- Track support tickets/cases for invidual customer accounts
- Prioritize case tickets with level of urgency
- Custom support stages to aid in the steps towards resolution
- Track success rate of resolution
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| Email Marketing Campaings |
- Create recurring emails for courtesy reminders for your contacts
- Create series emails for drip marketing or promotional offers
- Create follow-up email templates and share among team users
- Automatically schedule emails to be sent on/around a set time
- Send emails on a daily, weekly, monthly, yearly basis
- Campaing browser allows you to view who's in each marketing campaign and what email they will receive next
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| Dashboard Views |
- Quickly view a summary of all your main modules
- View your pending reminders for the next 2 weeks
- Leads statistics to track your progress and success rate
- Graphical data shows you how many leads are in each status
- Know right away if you have any new leads
- Opportunities by stage graphical summary with $ potential
- Quickly view your sales pipeline
- Summary view of your pending support case tickets and their priorities
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| Document Storage |
- Store documents in your CRMBOOST account
- Store word, excel, powerpoint, pdfs, images, catalogs, forms, spec sheets, etc.
- Share your documents with your group, or keep them private for you personal use
- Add description to your documents
- 1 Gb storage space included with each subscriber
- Additional storage space available for $5 per Gb per user per month
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| Calendar, Tasks, and Reminders |
- Full feature calendar with month, week, and day views
- Create general tasks and reminders
- Track follow-up activities and pending follow-ups in your calendar
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| Group Management |
- Create unlimited groups and assign users to each group
- Manage and track individual group performance
- Manage and track individual user performance
- Our Global Viewer allows you to view groups, users, and the entire organization
- Managed access to group data
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| Multi Language Interface |
- Multi language support
- Simply choose the language from the languange drop down
- Capability to customize labels and text
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| Products Management |
- Create unlimited products
- Manage product/services descriptions, prices and cost
- Manage product stock quantities
- Links directly to our sales quote module
- Attach image links to display in the products browser and when entering an order
- Keep detailed notes for each item
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| SMS Text Notification |
- Receive SMS text notifications for reminders and pending activities
- Available only within U.S.
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