- Better qualify leads before they are added to your contacts database and more easily import lead lists.
- Track and log all point-of-sales prospect interactions such as sales calls, emails, meetings and other calendar entries.
- View details and monitor activities for a specific contact, company, lead, opportunity, project, campaign or event.
#1 Quickbooks CRM
iEnterprises iCRM is a highly configurable CRM solution that is fully integrated with Quickbooks and provides everything you need to manage and grow your small business.
Only $29.95 per user per month for unlimited usage
Features
- Seamlessly integrates with QuickBooks.
- Sync accounts and contacts with QuickBooks.
- Automatically creates Invoices in QuickBooks when a deal is closed.
- Supports recurring revenue.
- Provides Visibility into QuickBooks from iCRM
- Provides fully automated QuickBooks credit card billing.
Library
- Fully integrated document library allows you to securely share documents company-wide.
- Track and store electronic documents with easy-to manage version control and access restrictions.
- Quickly index and archive documents.
- Generate Microsoft Word documents and other materials using custom templates.
- Easily view the history of all documents created.
Leads Management
Events
- Automate the planning and tracking of all aspects of corporate events.
- Effortlessly send invitations using personal and public mailing lists.
- Maintain attendance lists; establish processes and assign and manage tasks.
- Generate and track personalized mass correspondence via print or e-mail.
Opportunities / Pipeline Management
- Analyize sales trends, project revenue over any period of time, and better manage the entire sales cycle.
- Encourage collaborative selling by triggering notifications/ to-dos at critical steps of a process.
- Identify missed steps that may have caused poor sales.
- Handle requirements for different vertical markets.
- Create activity or call reports; pull sales or support data in a few clicks.
Customer Service Tickets
- Use call tracking, automatic escalation, automatic e-mail notifications, and assignment pools by expertise to effectively tackle customer needs.
- Track incidents and complaints to better serve customers and maximize customer retention.
- Track calls, assign pools, and receive set up notification workflow with Help Desk.
- Generate reports for analysis.
Account / Contact Management
- Capture and share client and contact information within company.
- Get a complete view of all interactions with a client or contacts.
- Communicate with clients and contacts on an ongoing basis.
- Gain complete client level security.
Products
- Easily store price, recurring revenue and other product or service information on the products and services your business provides.
- Pull product/service/recurring revenue information through to view in Opportunities and quotes.
- Keep up to date with graphical reports on most popular items.
Activities
- Track and log all points of customer interaction such as sales calls, emails, meetings and other calendar entries.
- Gain a central hub of activities by linking to other databases.
- View details and monitor activities for a specific contact, company, lead, opportunity, project, campaign or event.
- Strengthen departmental collaboration with group calendar sharing.
Mobile and Offline
- Complete mobile capabilities for iOS and Android.
- Off line data provided within the mobile client for disconnected access.
- A lightweight offline browser client for offline desktop access.
Integration with Other Applications
- Gmail plugin for full email integration.
- Outlook plugin for full Outlook integration.
- Lotus Notes plugin for full Notes Mail integration.
- Complete QuickBooks integration for recurring revenue transactions.
Recurring Revenue Tracking and Management
- Store recurring revenue information with expiration date, length of contract and other details.
- Generate quotes with automatic calculation of recurring revenue based on length of contract and/or pro-rata calculations for existing subscribers.
- Allow self-service so customers can subscribe to the appropriate products easily and automatically.
- Automatic credit card billing including automatic feed to QuickBooks.