Account/Company Management
Client/Contact Management
Calendar
Tasks
Microsoft Outlook
Integration
Document Management
Automated Process
Reports
Security
Customization
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key components for customer and contact management in one simple module that can be acquired inexpensively, and implemented quickly.
By employing a powerful set of collaboration tools, EONcrm puts you at the center of the information you need, by linking all of your business activities (account and contact management, appointments, tasks and activities Microsoft Office® documents, and Outlook™ e-mails) back to your clients.
EONcrm Contact Manager allows everyone to share the same data, while maintaining the look and feel of a single program, not a complex collection of many different pieces of software, resulting in a system that actually gets used.
EONcrm Contact Manager provides;
Account/Company Management
Displays accounts assigned to the user, or all accounts based on an individual's rights. Unlimited Contacts Per Account (All Indexed and Searchable
Full Text Searching of Account Notes
Client/Contact Management
Displays contacts and all activities related to contacts, i.e. emails, appointments, opportunities, etc. Tracking of Activities Per Contact and Per Account
Calendar
Displays appointments assigned to individuals or groups for specific days or a range of days
Tasks
Displays tasks that have been assigned by the user or by others to the user.
Microsoft Outlook
Synchronization Synchronize your emails, tasks, appointments and contacts with your MS Outlook
Document Management
Attaches unlimited documents of various document types to accounts, contacts, sales or campaigns
Automated Process
Lets you define processes and automate workflow. Automatically generate appointments, tasks, letters or emails, based upon completion of milestones
or events etc.
Reports
comes with fully loaded with reports that can tell you everything you want to know about your Customers and Contact. In addition to the many
reports that come standard, EONcrm offers, a number of easy ways to produce comprehensive reports via Excel and Crystal Reports.
Security
Robust security functionality that provides security protocols to be set all the way down to the field level.
Customization
Customizable Dashboard Menu, Customizable “Views” Per Dashboard ,easily define views and filters. Unlimited Custom Fields and Forms, Unlimited user defined activity types