CRM by Web
Web-based CRM: account management, sales force automation, ;customer service, order management & invoicing.;We offer program customization, integration with your;web site and / or internal ERP / accounting system.;30-day free trial.
Supported Technologies
AIX,
HP/UX,
Silicon Graphics IRIX,
Linux,
SCO UNIX/PC UNIX,
Solaris/Sun OS
ASP Hosted, Web-Based (Browser)
Click on a technology to view similar products within this category.
Pricing
Users (# of seats), Module
$25/month/user to up to $2,400 - purchase
sales@crmbyweb.com
814-883-3313
Hosted solution or purchase and install on your network
Additional Product Information
CRM by Web is more than a web-based customer relationship management (CRM) or sales force automation software. Unlike similar systems, CRM by Web provides united framework of customer-related activities including pre-sales, sales, post-sale customer support,accounting and management overview. From first contact to quote, orders, invoicing, handling service calls, maintaining knowledgebase and upselling, CRM by Web gives your team a bird's eye view of the process and access to most important customer data.
The central part of the system is Customer Maintenance.
It includes ability to add, review, update, delete company information, locations and contacts, maintain information
on leads and prospects.
Customer Maintenance is linked to:
- Calendar/Scheduling area for a customer-related activity. This module keeps track of all activities, from sales calls and
meetings to service visits and interview. Sales people and customer
care personnel use this area for maintaining personal calendar/schedule, tracking their activities, reviewing activities
of other team members, fast creation of activities / time spent
reports.
Sales forecasting allows sales people and managers to create and track projects that are in pipeline, their progress and probability of success.
- Quotes area allows to create quotes, e-mail or print out
and fax a quote to a customer, track existing quotes, convert quote
to an order.
- Ordering area is located at an intersection of sales
activities, accounting (invoicing and payment), and a service
center (post-sales support and maintenance). Orders can be entered
by various means, for example, by a salesperson or telephone order
clerk, imported on a regular basis from your web e-commerce site
or internal ERP, etc. As soon as order is entered into the system,
it immediately becomes available to all relevant parties:
- Order fulfillment personnel -- for processing / shipment
- Accounting -- for invoicing
- Service people for maintaining regular service and responding
to technical support problems
- Sales people for analyzing customer ordering patterns
- Management for order statistics and trends
- Invoicing/Payment area allows accounting to create,
e-mail and print out and fax invoices to customers, keep track of
payments and overdue invoices.
- Customer Service area allows customer care personnel to keep track of technical support cases, immediately review and respond to open cases, search knowledge base and submit new cases into the knowledgebase, create reports, review history/statistics on cases for a specific item or customer.
Management has fast access to general reports and statistics that
can be reviewed from a variety of prospectives:
- By customer
- By company employee/user
- For a specific time frame
as well as access all details of customer data and employee
activities.