CRM Software

CRM Software, developed by Cairo Web Design, is a platform designed to streamline and enhance interaction management for businesses of various sizes. According to the vendor, this software is utilized by sales and marketing professionals, customer service representatives, business development managers, real estate agencies, and financial institutions. It aims to provide an efficient solution for organizing and tracking interaction with potential or existing clients, partners, agents, and other contacts.

Key Features

Manage Interaction: According to the vendor, this feature allows users to organize and track interaction with clients, partners, agents, and other contacts. It provides the ability to create reports, import/export contacts, and perform audience segmentation. Additionally, users can divide incoming leads among sales managers and analyze marketing campaigns. Access permissions to deals or leads can be varied based on their status or other parameters.

Find more Leads: The vendor states that this feature enables users to organize leads in stages and easily change stages using drag and drop functionality. It also allows for the auto importation of leads from emails and .CSV files. Users can keep track of leads in one place and easily monitor their progress. Notes can be added and proposals can be created for leads.

Customer Support System: According to the vendor, this feature provides an integrated ticket system to track and resolve cases and issues efficiently. Users can assign reminders to themselves, staff members, and customers. It aims to offer a robust support system for effective customer service.

Invoices & Quotes: The vendor claims that this feature allows users to generate invoices and quotes for various products, services, items, reports, and discounts. It supports multiple currencies and recurring invoices. Users can customize fields and statuses for quotes, as well as convert quotes to invoices and set payment options.

Manage Projects, Milestones: According to the vendor, this feature enables users to track the time spent on projects for each staff member. It allows for the recording of project expenses and invoices. Users can utilize a professional Gantt Chart for project management and create milestones to organize tasks.

Email Marketing Tools & Events Invitation: The vendor states that this feature provides the ability to create visually appealing email postcards and send individual or group emails. Users can attach files from local machines or document libraries. The software also allows for the creation of events and receipt of notifications. Additionally, it offers built-in email marketing tools.

Business processes in the CRM: According to the vendor, this feature automates lead and deal processes using business processes. Users can automate actions such as sending emails, assigning responsibilities, and setting tasks. The status of elements can be changed and fields can be filled automatically. New elements, such as deals, can be created through business processes.

Staff Roles & Permissions: The vendor claims that this feature allows users to assign specific permissions to staff members. It also provides the ability to override role permissions for each staff member and manage all staff members from one central location.

Staff Reminders: According to the vendor, this feature allows users to set up reminders for staff members using email and built-in notifications. Reminders are available for important features and can be customized for each staff member.

Payment options Integration: The vendor states that this feature provides a convenient and functional billing system. Users can send invoices to customers and accept payments through integrated payment options.