Basic Online CRM Features

Basic Online CRM

Web-based customer relationship management (CRM)

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Basic Online CRM Feature Summary

  • Telemarketing management
  • Automatic lead entry
  • Customer pipeline
  • Call logging
  • Interaction tracking
  • Customer support
  • List management
  • Incoming call management
  • Lead tracking integration
  • Service renewal notices
  • Call response tracking
  • Lead segmentation
  • CRM tools
  • Flexible lead assignment
  • Email drip campaigns
  • Knowledge management
  • Website customization
  • XML / RSS
  • Contribution tracking
  • Relationship cultivation
  • Secure data services
  • Staff management
  • Digital asset assignments
  • Call management
  • Time tracking
  • Vendor performance rating
  • Vendor maintained profiles
  • Call center integration
  • Service call management
  • Email communication history
  • Response management
  • Household tracking
  • Relationship tracking
  • Team assignments
  • Supplier corrective actions
  • Supplier risk management
  • Vendor qualification tracking
  • Audit management
  • Supplier master data
  • Supplier web portal
  • Notifications
  • Buyer management
  • Client tracking
  • Data management
  • Corrective actions (CAPA)
  • Email management
  • Follow-up tracking
  • List management
  • Marketing integration
  • Sales management
  • Scheduling
  • Sales approval
  • Incident categorization
  • Disaster risk assessment
  • Quality management
  • Supplier compliance
  • Historical reporting

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