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OpenCRM Features
| Sales Force Automation | Customer Support & Services | Marketing Automation |
| Lead management | Incident Management | Lead Management |
| Opportunity Management | Knowledgebase | Auto Lead capture from web site |
| Company and Contact Management | Email Notifications | Bulk email options |
| Reports & Dashboards specifically useful for your organisations sales team | Activity Management and Calendaring | Filter and respond features |
| Activity Management | Contact Management | Click Thru tracking |
| Product Management | Customer Services tracking | Enquiry tracking |
| File Attachments | Attach inbound emails automatically | Mail List Management |
| Product Management | Microsoft Outlook Integration | Web Portal Tools |
| Product Database | Link to Contacts and Company’s | Document Management |
| Price Books | Link to Sales Orders and Invoices | Display Projects |
| Multi Currency | Link to Purchase Orders and Quotes | Show outstanding Activities |
| Sales Orders | Quick Associate | Self Service Features |
| Purchase Orders | Synchronise Contacts, Tasks and Appointments | Manage user login credentials from OpenCRM |
| Project management | Dashboard and reports | Bespoke Modules |
| Track Projects online | Pre configured Dashboard graphs | We can develop OpenCRM |
| Record activity on Projects | Built in report generator | Modules to cater for your |
| Hold relevant Documents | Customise and save bespoke reports | Specific business requirements |
| Notify people of Project changes | Export data to Excel and PDF | |
| Data Migration | Add-ons for OpenCRM | Professional Services |
| Import Data in CSV format | AutoMail for OpenCRM | Training & Support |
| Migrate from other CRM solutions | Data Connector for OpenCRM | Development and Consultancy |
