Home > CRM software > An IDEAL CRM – Key Features & Services

An IDEAL CRM – Key Features & Services

  1. Work-flow :- Create tasks, alerts, send email, route items, change item status and a lot more using a powerful rules-based automation engine. Use an easy work-flow definition wizard to automate an item work-flow.
  2. Analytical Dashboards :- Drill down from rich dashboards, directly to the item and perform actions.
  3. Status :- Track life cycle of items through automated or manual status changes. Denote your custom labels, icons and colors.
  4. Import Wizard :- Use a powerful and easy-to-use mapping tool to import Excel/CSV files, for items, accounts and contacts.
  5. Email :-Send email on an item and keep communications in one place as part of item history.
  6. Audit History :- A record of all the actions taken on an item, along with the date, time, and user ID stamp, is stored in the system for audit.
  7. Report Writer :-Make your own reports on items, tasks and accounts, using a powerful report wizard.
  8. Territory Management/Route Items :- Assign or reassign an item to a user or a role for further processing or escalation. Assignments can be automated based on rules and/or user associated lists.
  9. Excel/CSV Exports :- Export and view of the system to an Excel/CSV format after performing a search/sort.
  10. Search :- Use powerful search metaphors, such as wild cards, ranges, boolean operators on any view and on multiple attributes to narrow your search results.
  11. Sort/Freeze :- Sort any view using a single click on ascending or descending order. Freeze columns to enable efficient horizontal scrolling.
  12. Comments :- Add a comment to an item, keep track of past comments, who made them and when.
  13. Attach :- Attach files of any type, size or format to an item, either upload file to server or link the file to your server, no upload necessary!
  14. Tasks :- Create tasks linked to items, assigne tasks to users or groups/roles.
  15. Call Logging :- Enter the details of a phone conversation with a customer by using pre-defined call templates for audit.
  16. Email Templates :- Use pre-defined email templates or combine user information such as signature, item information, account information and custom text to create a powerful template that can be used by one and all.
  17. Letter Templates :- Use pre-defined PDF templates or combine user information such as signature, item information, account information and custom text to create a powerful template that can be used by one and all.
  18. Action History :- All actions on an item become part of the audit history, which can be exported.

DISCLAIMER: – IDEAL CRM, blog post is a personal collection of  Research Oriented information, Focusing  on CRM and Customer-Centric Web strategies, comments or opinions expressed on this blog are those of the individual contributors only, and do not necessarily represent views of  coAction.com ,Readers may copy and redistribute blog postings on other blogs, or otherwise for private, non-commercial or journalistic purposes. This Content may not be used for any other purposes, in any other formats or media. The content on blog is provided on “as-is” basis, coAction.com shall not be liable for any damages whatsoever arising out of the content or the use of this blog.

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