iCRM

Promoting your products and services

First you should decide how to split your products and services into groups, in other words to categorize them.
After you have your product categories created it is time to put them into the CRM system.
iCRM Product Categories object is intended to serve this data.

Open the Settings->Product->Product Categories menu item.
Press the Add button to create a new category, or click a product category link found in the Title column to open an existent category.
If you create a new category, name it, and enter its name into the Title input box, fount at the General Info tab.
Read more: Promoting your products and services

Email support

Email messages

This iCRM feature allows sending an outgoing email message to one or several clients, and to one or several mailing lists.

One of the most important emailing tasks is to let a person feel that a message he or she reads is sent specially to him to her, not as to a member of some mass mailing list. This is why iCRM supports the special fields which are filled in with actual values from the CRM database before messages are sent.
Email formats view was specially designed to create email templates

Marketing campaigns management

Marketing campaigns.

iCRM has all the features necessary for effective marketing campaigns management. Is supports both email and outbound voice call campaigns. A special Campaigns view allows managing your marketing campaign and their statuses.

The Campaign form consists of two screens, one for the email and other for calls campaign.

Email campaigns.

In order to make your email campaign effective your contacts should be united into different mailing lists.

Events and Relationships Management

Client Relationships

iCRM Professional allows building your client networks. The Relationships tab is placed at the CRM tab of the Contact form, and help to see what groups people belong to.

By grouping your contacts into relationships you may always track who may know each other, even in case then the link between those people is not seen from very beginning.

Relationships also have one more important feature: they allow planning events for groups rather than for individuals. The main difference is effectiveness.

Service Request Management

Service request or support request management is supported by iCRM Professional with the Service request object. It operates in a way very similar to tasks but has its own attributes allowing processing support requests more effectively.

Service request objects serves as background for your company service knowledge base building. This is a natural source for several very important things:

Project Management

The Project Management feature is based on PMBOK, an internationally recognized standard (IEEE Std 1490-2003), developed by the Project Management Institute

iCRM implements a simplified and convenient model of project management, including the most important project management items only.

Project scope management is based on the order scope. All the project activities or tasks should be derived from the ordered result.

Order Management

Order management in iCRM may be divided into several categories

Order status management.

At each step of its business life an order should have a certain status.

Contact Management

iCRM allows managing your contact information in a very efficient way.

As it is expected from the CRM contact management function it allows information entering, filtering, sorting, etc.

The stored information is categorized using special drop down lists. iCRM is designed to allow simple changing of the filter list options and, and customizing the application according to the needs of any business.