Features

Contact details

WANDSOFT e-CRM^TM can manage all standard information that is found in customer database.

• Addresses and maps.
• Phones (landlines, mobiles, faxes)
• SMS
• Emails with opt-in and opt-out management
• Voice Over IP integration (skype, msn etc)
• Bank and credit card details (encrypted, with no possibility to view them)
• Login details
• Interests
• Forum profile

Social networking

• Quick profile search links to Linked In, Viadeo and Vaderama
• Twitter integration
   

Data import

• Import contacts from Excel
• Identification of duplicate records
• Import interests and synchronise with other databases

Data export

• Export your contact list to Excel
• Export all or specific roles, areas of interests

Duplication management

• A great deal of effort is made to ensure user accounts are not duplicated at creation time.
• We have included a tool to identify and merge records that may be duplicated.

Form manager

Your website enquiries automatically create contacts in your central database.

• Fields selection and field order
• Customisable labels
• Insert contact data in the database
• Screen reader compliant
• Remember details in a secure manner
• Client side and server side validation

Task Manager

• Follow up contacts.
• Email templates.
• Flow of actions based on the contact's role. 

Campaign

• Data from the CRM module can be used in our campaign manager.
• You can build campaigns using the CRM data, target specific roles, or various categories of tasks.
• Campaign data can be used for specific newsletters, text messages or simply data maintenance.

 

VOIP integration

Make the best of Voice Over IP prices and save time making your calls directly from our control panel.

• Skype
• VOIPbuster

 

 

TOP