CRM Features
Our CRM is a fully functional system on the day you install it or turn on the hosted solution. It’s intuitive and user friendly and includes a slick “web 2.0″ interface that keeps information at your fingertips.
- Simple Sales Order Entry
- Recurring invoices
- PDF Billing Documents
- Client/Prospect Mass E-mailing
- Accounts Recievable
- Prospect Management
- Notes / Tasks / Scheduling
- So much more
Additional Uses:
- Use the CRM system to build websites automatically
- Connect to online payment gateways such as Authorize.Net / Paypal / Google
- Purchase Domain Names / Verify Availability
- Manage Documents such as W9 forms, PDF / Word or Text Agreements
- Billing Gateway for recurring services such as web hosting or monthly service agreements.
Industries that may find the iNGEN CRM particularly useful
- Telemarketing
- Pest Control / HVAC / Pool Maintenance / Cleaning Services
- Independent Tradespersons who want to be a step ahead of the competition with respect to time management, sales and invoicing
- Roadwarriors – Independent sales people who know what kind of hassle it is to sync Goldmine, ACT or other xRM systems while on the road.
- Anyone who wants an “always on, no hassles system” that handles customer relationship management without headaches.
Call 602-434-0511 today for a guided tour of a CRM system and discuss your custom needs.