Customer Relationship Management (CRM)

The CRM (Customer Relationship Management) module maintains a central database of all your customer, prospects and third party contacts. Details need only be input or updated once and are immediately available to all your authorised staff, saving both time and money:

• Plan and track activities with contacts (e.g. Meetings, Phone Calls, E-mails)
• Work through customised "hitlists" of contacts
• Oversee your sales teams' activities
• Create and progress campaigns
• Review sales conversions from your campaigns

Remember Halo can integrate with your existing CRM or Accounts system to reduce re-keying of information and those mistakes that always seem to happen.