Cloud based CRM For Small Business
Customer Relationship Management - without your customers your business wouldn’t exist, so it’s important to manage them effectively. Notes, diary, interests, meetings, deadlines, even custom events can be easily stored and accessed.
More than a CRM
iTEMs CRM is intrinsically linked with all its other modules. Not limiting you to just sales information. Projects, tasks, time spent, files and much more are displayed giving you a clear view of all activity.
Diary & Calendar
Your diary and calendar are always visible and can be easily maintained with the ability to; add notes, sales tasks and follow ups from every screen. With the ability to drag and drop, your day to day organisation is easily managed.
Linking your calendar to other devices is easy with iTEM, you can extend all your appointment to your phone, tablet, desktop and web based calendars such as Google.
iTEM offers a number of customisable options in the CRM module from custom fields, custom lists and diary events.
Another feature of iTEM is the ability to create customer forms. These can be used for all sorts of purposes from prequalifying questions for sales, task workflow instructions through to satisfaction questionnaires.