Welcome to CRM-Express

Introduction ››
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Welcome to CRM-Express
 

 

CRM-Express is a fully re-entrant multi-user Customer Relationship Management program for individuals and small to medium businesses.


It is a complete solution for managing your time, contacts, sales and communications with your contacts.


It is fully network ready and allows any number of individuals to work on any number of options simultaneously.



To be able to do that it has the following modules built in:

Note: The options might be different depending on the edition of CRM-Express you are using.



Home

Address book

Email

Calendar

Tasks

Notes

Campaigns

Opportunities

Order Desk

Sales Reports

News feeds

Company library

Meeting planner

Workflow.


At a glance        

       All appointments and to-do's are shown in a compact format.


Address Book   

       For management of contacts and information related to contacts.


Calendar

       For management of time and appointments.


Tasks

       For management of tasks


Built-in Email client

       For Management of emails and allocation of emails to contacts


News Reader

       For keeping up to date on world events.


Order Desk

       For management of Quotes, Orders and invoices


Company library

       For storing and sharing company information


Journal

       For management and display of all actions and documents


Meeting Planner

       For scheduling meetings across the world


Form Designer

       For customizing Quotes, orders and Invoice forms