CRM Studio

The web based CRM System.

It will help you manage your customers, engage in marketing, provide help desk support. Our CRM Studio is intuitive and easy to use. Users like its familiar Office look and feel. It runs as an internal web site and users interface via the browser.

The system is built as a number of interrelated modules with each module providing the tools for managing its own specific area. When put together, the resulting system is powerful, sleek, able to be highly customised and adjustable to each client’s needs.

The system covers several key areas required to manage the client base:

1. Client Management stores all details about your clients. It allows you to profile the clients and collect details that you can later use in marketing. You can enter multiple persons and address records per client.

2. Contact Management helps you record all contacts with clients. Each contact is recorded as a new Note linked to the client. E-mails and faxes can be sent directly from the Contact Management.

3. Task Management provides Help Desk service to clients. It manages task and links them to clients. It supports task allocation, follow-ups etc.

4. Document Management stores and manages various electronic documents and links them to the clients, tasks etc. The documents are internally stored in the File System.

5. Marketing enables you to create mailing lists with clients. Using the lists you can send e-mails and letters to clients. It supports mail merge.

6. User Dashboard is user’s home page. It displays all user relevant information: tasks, recently updated clients etc. The user can also see all of the activities displayed in calendar mode.

7. Role–based Security is the internal security mechanism that controls overall user’s access. It defines what menu items the user will see and what the user can do with the data: view, update, delete, add etc.

8. Calendars and Graphs - sometimes data is better presented if displayed in a calendar or as graphs. The system has both web-based calendars and graphs.

CRM Studio is based on our Timemark Platform. The platform works in Windows environment. It gives us a huge head start in developing new industry solutions as we start from the existing system that has all key services and features already working.

Our CRM Studio will help you organization jump on the technology bandwagon and present yourselves as one of today’s modern and trendy companies.