CRMPlus365

CRMPlus365 is positioned as a highly customizable alternative to Microsoft Dynamics 365, specifically designed for small businesses. Built on the same core Microsoft technology, this CRM solution offers a user-friendly interface that is intuitive and easy to navigate.

Key Features

Intuitive Interface: CRMPlus365 provides a user-friendly interface that allows users to quickly access the information they need.

Seamless Microsoft Outlook Integration: The product offers strong integration with Microsoft Outlook, allowing users to synchronize their emails, contacts, and calendars effortlessly. Users can access CRMPlus365 directly from their Outlook interface, eliminating the need for application switching.

Flexible Business Process Customization: CRMPlus365 is built on the flexible Microsoft platform, enabling users to easily customize their business processes to align with their unique workflows and requirements.

Enhanced Business Intelligence: CRMPlus365 can be enhanced with Business Intelligence tools, providing users with valuable insights and analytics. Users can leverage data visualization, reporting, and forecasting capabilities to make informed business decisions.

Mobile Access: CRMPlus365 offers mobile applications that enable users to access CRM data on the go. Users can conveniently view and update customer information, manage tasks and appointments, and track sales activities from their mobile devices.

Web Portal Integration: CRMPlus365 supports the creation of web portals, extending CRM functionality to external users such as customers, partners, or suppliers. Users can provide self-service options, allowing external users to access relevant information and perform specific actions.

Streamlined Business Process Automation: CRMPlus365 allows users to automate repetitive tasks and workflows, streamlining business processes. Users can automate tasks such as lead assignment, email notifications, and follow-up activities.

Efficient Data Management: CRMPlus365 provides robust data management capabilities, enabling users to efficiently organize and maintain customer data. Users can create and manage customer profiles, track interactions, and store important documents and files.

Effective Sales Pipeline Management: CRMPlus365 enables users to effectively manage their sales pipeline and track opportunities. Users can capture leads, qualify prospects, and track the progress of deals through various stages, improving sales visibility and forecasting.

Comprehensive Contact Management: CRMPlus365 offers comprehensive contact management features, allowing users to store and manage contact information, track communication history, and segment contacts for targeted marketing campaigns.