ClientSpace
ClientSpace™ is web-based CRM application, focusing on the critical functionality sales professionals and managers need to manage the sales process. ClientSpace™ is ideal for organizations with geographically dispersed sales personnel, as it maintains sales prospect and client data in one central, secure database. Through ClientSpace™, servicing of accounts seamlessly migrate to the Operations team.
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Supported Technologies
ASP Hosted, Web-Based (Browser)
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Pricing
System
5000 to 50000
info@netwisetech.com
866.474.0921
Additional Product Information
The information you need, when you need it….. Because your clients demand it.
ClientSpace™ seamlessly integrating Sales with Operations with features like:
Web Based: Web based software enables easy access for remote employees and sales reps. Enables easier cross departmental communication and workflow.
Consistent prospect to client data: Prospect records are converted to client records. Clients are then managed from here, so no data is lost or needs to be re-entered when prospects become clients. Central holder for all data, documents and communication about a single client
Nightly Notifications: Users can select from automated nightly emails that provide a summary of important sales activities, tasks and contacts, as well as upcoming activities and tasks.
Layered Security: Enables flexible and detailed security for leads, prospect and clients data. Assign prospects to specific sales people.
Outlook Interface: Events and emails from ClientSpace™ interface with Outlook.
Workflow and Task Management: Assign, and track tasks connected to sales prospects and client.
Detailed Prospect Notes: User, date and time stamped prospect notes. Automatically add a note to ClientSpace while emailing a prospect.
On Demand Reports: Detailed reports on all aspects of the prospect and client database.
Configurable Data Forms: Flexibility to alter data capture specific to your needs.