Company & Organisation Management

Companies are the lifeblood of an organisation, how you track them & keep their information up to date, is the heart of the system.

With OpenCRM you can get an 'at a glance' view of the Companies you work with or are prospecting. Being able to see who is involved with the organisation, both internal and at the company. See a list of relevant contacts and their relationship to the business.

Track key sales data, financial transactions, customer service incidents and more. Customise the information you hold on each record, display only those pieces of information that are relevant to this company or the user who is viewing the record. Set up permissions to restrict access to private records.

Keep all of the Company information in one place making it easy to find what you need. Keeping all of the communication with your Customer makes it easier for your team to manage their accounts, the better the knowledge, the better chance you have of retaining the business you do with your customers and then growing these revenues.

Customer satisfaction stems from a deep knowledge of what your customers and prospects want and need, OpenCRM gives you the tools to leverage this information.

Build hierarchical relationships between Companies with the ability to hold Head office information and related companies (Branch and Sister Companies), view these relationships within a tree view to graphically navigate the knowledge within your business.

Make life easier by quickly being able to view a Google map showing the location of the organisations that you deal with.