- Extensive searches allow you to search on any field in the database...
- 'Sounds like' search will find both 'Thompson' and 'Thomson'
- Innovative 'Google-style' quick search...
- Each record opens in a new window; have as many open as you need
- All relevant information at your finger tips; even information from different systems
- History of all interaction with client
- Easy to generate letters, emails, text messages and faxes
- Advanced logic for data de-duplication and cleansing
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It is the holy grail of many businesses: to truly know your client. What are the outstanding orders, how much has this client been worth over last 3 months, email addresses, buying patterns, etc, etc, etc.
CRM should be the tool to deliver...
Many CRM packages however are isolated. They serve the needs for the sales and marketing department but, for example, leave order management and accounts out.
CaseMaster® can help in a number of different ways. CaseMaster® can be configured to serve your sales, marketing, order management and accounts department. A single business repository for all your key processes.
CaseMaster® can also easily be integrated with other systems. Your CaseMaster® CRM system can thus show overdue invoices from your accounts system and pending orders from your order management system.
Now you can really get to know your customers!
This page presents some of the typical CRM features that CaseMaster® offers.