3GVision was with us from the word go. They set-up the system, helped us import our customers and developed customised features all in record time. Their support and development teams in England and Australia never ceases to amaze me, we request a feature during the day and whilst we are in bed they install it ready for us to use the next morning. They have enabled us to automate our business in ways I never imagined. 1 system for all our customer data, emails, faxes, sms, documents.... We love it!
Manager RNW90 - UK
CRM Contact Management
Manage Consumers and Businesses
The Contact Manager enables you add numerous contacts to a single file, like husband and wife or numerous people associated with that contact (Such as accountant, marketing mgr, sales mgr etc.)You can also add Business Details, Multiple Addresses, Telephones, Email Addresses for each contact, plus much more. The system has been designed to accommodate both consumer and business clients enabling both Business to Consumer (B2C) and Business to Business (B2B).
The Contact Manager also provides 3 user tabs which are totally configurable by you, enabling your business to design the fields of data you need to capture. It is an integral component of the 3GB system, which is fully integrated into all the other modules, enabling LIVE management of actions, workflow processes and business automation.
| Contact Management - Manage Companies and Customers | |
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Auto Record Creation - New leads automatically create new customer record. |
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Simple GUI - Easily add, edit and update contacts and companies via multiple views. |
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Custom Templates - Create personalised Faxes, Email's, SMS's, Letters & Quotes (FESLQ) |
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Appointments / Calender - Company wide calendar and appointments |
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Contact Notes - Enter detailed contact or company notes with auto tracking |
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Activity & History - Auto log of all activities, messaging and documentation |
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Intelligent Search - Company wide searching of Documents, Messages and Activities |
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3G Messaging - View, Edit, Create, Send & Receive (FESLQ) within customer file |
| * FESQL = Fax, Email, SMS, Quotes and Letters | |
