CRM

FactoryMaster's integrated CRM capabilities allow you to keep track of all interactions you have with your prospects, customers and suppliers in a single place.

Benefits of FactoryMaster CRM

Save time and therefore cost by having all information relating to your customers, prospects and suppliers in a single place that you can access at any time.

Everything is stored in FactoryMaster and not in people’s heads or local machines; therefore Holidays and sickness do not adversely affect your business or interfere with the sales process.

Improve customer relations and look professional by having access to all quotes, orders, deliveries, invoices etc from one screen at the click of a button. No need to keep them hanging on the line whilst you look in the file. This will save you cost by making you more productive.

Reduce administration and overheads by utilising automatic emailing and creation of PDF’s from FactoryMaster.

The features of FactoryMaster's CRM are.

View all interactions you have with your prospects, customers or suppliers from a single screen

Create / Track and monitor progress of prospects

Create multiple contacts and indentify what address they are located at.

Create multiple address locations for each customer

View all documents that have been stored against that customer at the click of a button and from any computer that has access to FactoryMaster, such as quotes, drawings, manuals etc.

Create new documents and store them against that customer.

Create new mail merge documents direct from FactoryMaster based upon pre defined templates or ad hoc templates that you can create.

Email the customer contact directly from FactoryMaster.

Get email information from outlook directly into FactoryMaster so it stored in one place.

Record all interactions you have with prospects, customers or suppliers and your contacts at those companies.

Raise tasks to be completed against a company, such as create quote or call customer to check quote is ok.

Raise sub tasks against tasks to follow up on actions.

Assign tasks to other FactoryMaster users or colleagues

View all quotes created against a customer in one place.

View all orders against a customer in one place.

Link interactions, quotes and jobs to a project and view them as a whole.

View all activities against a customer in chronological order, so you can see everything that has taken place with that customer in one view.

Set up email defaults against a customer contact.

Integrates to Microsoft Outlook

Other aspects of CRM are presently being added to FactoryMaster that greatly increase the flexibility of this module and will include items such as document management and workflow.