equation - Customer Relationship Management (CRM) Module

• Upload, download, and/or integrate data from your existing CRM database to share information.
• Use the CRM to record Customer information, contact names, activities, communications, and action items related to customers, suppliers, and prospects.
• It`s easy flexibility allows you to create custom fields of information critical to managing customer relationships.
• Identify types of activities you want to track and analyze: phone calls, sales calls, proposals, emails, contracts, orders, and meetings.
• Use this module to assign action items to your staff with due dates, follow up requirements, and documentation.
• With Search and Report capabilities, customer information is readily available.
• This CRM system integrates with Customer Satisfaction and Customer Complaint systems.
• equation`s CRM can track customers, suppliers, business partners, organizations, and contacts.

Organizations change frequently. Often critical customer, business partner, and/or supplier information is lost when organizations change. equationASP CRM module enables you to keep your mission critical customer data saved, documented and readily available.