Testimonials

Thank you 3G Vision for 3G Business CRM, your service and software is second to none! I have automated my letters, emails, SMS and workflow, operating my business is now a breeze. I have never seen so many innovative features in a single software package. I especially like the fact that now I run my business on ONE single application, you have saved me time, money and resources.... The service provided when setting up the system was fantastic, all my questions answered and the system was tailored to my business. I can't rave about 3G Vision enough. Thank you!

Nicola Allan
Owner - Kid Nation
.

Database Software Features

The main features of the customer database management can be best described within the 6 main business modules. ALL modules custom CRM solutions are completely integrated into 1 single SQL Database and a single front end application to provide numerous powerful, new and innovative features.

Contact Management - Manage Companies and Customers
Auto Record Creation - New leads automatically create new customer record.
Simple GUI - Easily add, edit and update contacts and companies via multiple views.
Custom Templates - Create personalised Faxes, Email's, SMS's, Letters & Quotes (FESLQ)
Appointments / Calender - Company wide calendar and appointments
Contact Notes - Enter detailed contact or company notes with auto tracking
Activity & History - Auto log of all activities, messaging and documentation
Intelligent Search - Company wide searching of Documents, Messages and Activities
3G Messaging - View, Edit, Create, Send & Receive (FESLQ) within customer file
* FESQL = Fax, Email, SMS, Quotes and Letters

Business Automation - "Never ask a human to do what a computer can"
Automate Sales Tasks - Use system, workflow or custom events to auto generate tasks
Event Manger - Create custom events to automate sales tasks, actions or workflow
Messaging Merge - Auto create, store and send personalised FESLQ.
Share & Use Templates - Team specific Sharing and generation of custom FESLQ templates
Messaging Editors - Create personalised templates for Fax, Email & SMS with DB fields
3GDoc Editor - Create template letters, faxes & quotes with Dynamic DB fields 
Auto Record Creation - Contacts and companies are auto created by messaging engine.
* FESQL = Fax, Email, SMS, Quotes and Letters

3G Unified Messaging - Database Integrated Unified Messaging
X-Box - Centralise and manage un-allocated FES and voice mail messages
Active Message Control - Control actions and work items (never forget another action)
Single Platform - View, Edit, Create, Send & Receive FES messages with the 3G Messaging Clients
Auto Attach - All FES messages received and sent are auto attached to the customer file.
Messaging Templates - Design templates for Fax, Email, SMS, Letters & Quotes
Company Search - Search actions, tasks, sent and received FESQL to and from company
360° Messaging - Access all sent and received FESQL from anyone to anyone
* FESQL = Fax, Email, SMS, Quotes and Letters

Workflow Management - Customise 3GB to suit your sales process
Actions - Ensure highest level of customer service (customers ALLWAYS have an action)
Status - Easily create an follow consistent department specific sales process
Case Requirements - Create organisational libraries and automate with Event Manager
Action Triggers - Use the Event Manager to auto generate FESQL
Automatically Assign Tasks - Utilise the status tools to auto generate specific actions
Workflow Automation - Setup workflow items to auto trigger through each sales stage
Send Custom Templates - Send FES and auto 30 day follow-up action and Event.
* FESQL = Fax, Email, SMS, Quotes and Letters

e-Docs - Auto Documentation Generation, Management & Storage
FES Templates - Click on a FES template and auto generate, store and send
Template Editors - Design templates for FESLQ with Dynamic Data Base Fields
FES Clients – Utilise FES Clients with inbuilt templates to create & send personalised FES
3GDoc Editor - Create template letters, faxes & quotes with Dynamic DB fields
Doc Attach - Scan or auto attach electronic documents to customer file
Auto Attach - Messaging Engine auto attach of all sent and received FESQL
Reference Docs - Access all relevant company/product documents with customer file
* FESQL = Fax, Email, SMS, Quotes and Letters

Product Manager - Imbedded Product Manager
Intelligent Search - Keyword and Character searching (Product No, Name, Desc., Dept & Cat)
Categories - Flexible functionality easy to use, import and interface to other systems
Departments - Flexible functionality easy to use, import and interface to other systems
Innovative Pricing - Product specific multiple price points for accurate partner level discounts
Quick Quote - Simple & Fast Invoice, Quote Configuration and Gen tools
Import/Export - Flexible import and export tools for rapid importing and exporting.
* FESQL = Fax, Email, SMS, Quotes and Letters

3G Job System - Manage Jobs, Services, Matters or Policies
Job Details - Add detailed information; job type, job name, job ref no., site details, job contacts and addresses, introducer, quote no’s, start dates, end dates, invoice numbers invoice amounts, Job Owner plus much more.
Job Notes & Comments - Enables you track and share comments on each job
Job Workflow - Provides configurable Status and Actions specific to a Job Type, which enables you to configure multiple workflow processes specific to a job type.
Job e-Docs - Auto manage all documents created, auto-generated, attached, sent and received down to the specific job. Combined with the system templates the Job e-Docs provides a number of powerful sales automation capabilities.
Time & Material - Manage time & materials within each specific job.
Accounts – Generate sales invoices and sales receipts directly within the job, view all due and overdue and then export directly into your accounting package. (minimising duplication of effort)
5 configurable user tabs - enabling you to design the fields of data you require.

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We have dedicated CRM Software Solutions customer support in: UK, USA, Australia (Sydney, Melbourne, Brisbane, Perth, Adelaide, Canberra, Hobart, Darwin, VIC, NSW, ACT, WA, QLD, SA, TAS.)