SMALL BUSINESS CUSTOMER CONTACT MANAGEMENT SOFTWARE
Forturo Contact Manager is a complete customer management system that helps you respond quickly and accurately to customer queries. It automates the follow-up of sales leads and enquiries, meeting dates, reviews and tasks. Customer requirements, details, purchase histories, and service histories are available instantly, resulting in directed and informed sales.
Web Based Sales Order Processing - Access it From Anywhere !
Its remote functionality lets users access the system from anywhere and is ideal for a mobile sales force.
Key Features
Please find below a list of the key features in this module:
❖ Use Calendar to view enquiries, tasks and follow-ups for any
given day
❖ Log enquiries and assign to specific sales staff
❖ Log follow-ups and assign to specific staff
❖ Create unlimited notes for each follow-up
❖ Enquiries, follow-ups and tasks assigned to users appear on
that user’s calendar
❖ Attach unlimited documents to any follow-up
Use Calendar to view enquiries, tasks and follow-ups for any given day
The sales’ manager can user the calendar to view all enquiries, tasks and follow-ups for any given day in order to effectively manager his team.
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Log enquiries and assign to specific sales staff
All enquiries can be quickly logged as they come in and assigned to specific users to be actioned accordingly.
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Log follow-ups and assign to specific staff
For each enquiry a history of follow-up actions can be created so that anyone with the necessary access can view progress on them and take any appropriate action which might be required.
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Create unlimited notes for each follow-up
Each follow-up can be assigned unlimited notes for future reference.
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Enquiries, follow-ups and tasks assigned to users appear on that user’s calendar
All enquiries, follow-ups and tasks can be assigned to users and will appear on that user’s calendar so you can be confident that they will be followed-up and acted upon if necessary.
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Attach unlimited documents to any follow-up
You can attach any number of documents to a follow-up such as meeting minutes, specifications, spreadsheets etc.
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Why not give us a call or send us an email to arrange a demonstration?