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Customer Relationship Management for ProcessPro

Customer Relationship Management Module


ProcessPro’s CRM solution provides enterprise-wide access to vital customer information — anytime, anywhere. CRM integrates sales, marketing, and customer service functions making it easier for everyone inside your company to work together and share critical information.

Features of CRM

Sales Automation
Account & contact management
Opportunity & lead management
Calendar & activity management
Sales forecasting & reporting
Quotes & order entry
Territory management
Process & workflow automation
Escalations & auto notifications

Marketing Automation
Campaign management & reporting
Outbound call & e‑mail marketing
Lead & list management
Customer segmentation capabilities
Detailed campaign analysis
Customer care automation
Case management
Ticket tracking

Workflow Automation
Customer communication management
Customer self-service Web portal
Microsoft ® Outlook® integration
Web & mobile access
Offline synchronization
Computer telephony integration (CTI)
Automated workflow
Flexible deployment options

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