User-friendly Data is clearly displayed and is easy to update.
Time Saving You don't need multiple software packages. Using ConvallisCRM to store all of your customer or contact information allows you to have instant access to it in one place. This helps save time searching for what you need and helps improve efficiency.
Multi-User ConvallisCRM can be accessed by all users and the data shared on your network from one central database. Everyone on your network knows what's going on with each contact. Assign individual users as account managers for a contact if required. Import Data Easily add your existing electronic data using the built in data import tool. No need to add each contact individually. (Data can be imported from the following formats: .xls, .xlsx and .csv)
Contact Touch Facility Make a note of your e-mails, telephone calls, letters, meetings etc at the touch of the button. Keep accurate and up to date records, look professional knowing exactly what has happened with any particular contact.
Tasks Task lists help you get organised, e.g: contacts that you need to 'phone or email on a certain date, quotes or invoices that need to be processed, set up and choose your own task categories. Create Quotes and Invoices Build and customise quotes and orders with ease. Send your quotes, despatch notes, invoices etc direct from the CRM. No need to use other software or paperwork stay efficient, keep your important sales documentation in one place. Target Your Marketing Categorize your contacts and target your market accordingly. Get the right message to the right person!
E-Mail Integrated so you can send e-mails to your contacts from within the application. Set up your branded templates. Ideal for sending to mailing lists or individuals.
SMS (Texting) (Additional subscription required) Integrated so you can send a text to any mobile phone from within the application. Use to send individual messages or messages to groups of contacts. Ideal for targeted messages.
Mailing Lists Add contacts to a mailing list and then send marketing emails or texts to that list from within the application. Also use to set up your direct mail lists. Export Data Export your contacts directly to Excel for Mail Merge documents. Ideal for your direct mail campaigns. Associated Files / Folders Link directly to other files/folders associated with your contacts. Save time in finding vital data. Find it at the touch of a button! Calendar Keep a note of your meetings and attendees. Never miss an important appointment again. Save Searches Save any searches you make and reuse them again and again. No need to keep repeating a search.