CRM Lite

CRM Lite

This first selling tracking (CRM) solution is designed for any size of business which has never used a full-scale CRM. The easiest way to learn and apply any full-scale CRM solution into any company is to start from something simple and easy to use. Management can also step-by-step know what they want before moving to real CRM packaged solutions.

Features

  • Easy to understand (Short learning curve, learning requires only 5 minutes)
  • Good stepping stone for any organization, not to shock the sales representative of what the company wants all in one time.
  • Data will be transferred to the CRM application whenever customers are ready for the next step.
  • Utilizing information effectively with “Power Filter and Query” (PFQ)
  • Effectively evaluate sales representatives and channels with a group and individual tracking and performance reports
  • Free Data Cleansing, Data Migration, Setup & Implementation
  • Free Daily Data Backup and Maintenance

Target Users:
SME, First time CRM user, Small sales team