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Customer Relational Management (CRM) Software

CRM helps streamline sales, marketing and customer support functions in a simple and secure manner. You can productively automate and integrate key business processes and also manage your entire customer interaction more effectively.

		Using CRM, you can streamline customer communication channels, organize vital customer data into one secure database, create accurate customer profiles, study behavior patterns, identify preferences, and accordingly provide one-to-one services to maximize client satisfaction and to improve customer retention.

Customer Relational Management (CRM) Overview

Account & Contact Management

360 degree view of about your customers and prospects is right here - all in one place.

Email, Appointment & Task

An appointment can be any interaction with colleagues and customers such as a phone call, a meeting, or an email. Based on your related activities, you can create tasks and assign them to yourself or to other users. Manage your inbound and outbound emails.

Knowledge Management

Knowledge Management is a searchable online repository of information that enables customer service and support staff to resolve issues faster to keep customer satisfaction high.

Online Document Management

Upload documents, quotes, contracts for specific accounts and contacts. Set follow-up dates to remind you to follow up on a quote.

Template Library

You can use templates library to create form letters for individuals, mass email campaigns and email blasts. The integrated template library eliminates the need to search through folders and mountains of email.

Email Response Management

With email response management, the user can send an email which gets translated as a help desk ticket. The ticket then gets assigned to a help desk person, using Nethzah's Business rule. Email Response engined can send an intelligent auto response, with the results from the knowledge base matching algorithm. Follow up with an electronic survey, the ticket can be closed if the response is satisfied with the knowledge base results.