iCRM

You should first decide how to categorize your products and services by groups.

After you create your product categories, you need to put them into the CRM system.

The iCRM Product Categories object is intended to serve this data.

1. Open the Settings->Product->Product Categories menu item.
2. Press the Add button to create a new category, or click a product category link found in the Title column to open an existing category.
3. If you create a new category, name it, and enter its name into the Title input box, found at the General Info tab.

   Read more: Promoting your products and services

Email messages

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

When sending an email, you should make people feel that the message is sent specially to them. No one wants to be just a name on a mass mailing list, which is why iCRM supports the special fields that are filled in with actual values from the CRM database before messages are sent.
Email formats view was specially designed to create email templates that personalize your messages and has an easy-to-use interface, making it simple to create your template using the values from the recipient’s or sender’s contact data

Read more: Email support

Marketing campaigns.

CRM has impressive features for effective marketing campaign management. It supports both email and outbound voice call campaigns. A special  Campaigns view allows you to manage your marketing campaign and its status.

The Campaign form consists of two screens—one for email and one for call campaign.

Email campaigns.

To ensure an effective email campaign, your contacts should be divided into different mailing lists.

Read more: Marketing campaigns management

Client Relationships

iCRM Professional makes it easy to build client networks. The Relationships tab is on the CRM tab of the Contact form, and helps you see what groups people belong to.

By grouping your contacts by relationships you can track clients who may know each other, even if the link between those people is not evident at the beginning.

Relationships have another important feature: you can plan events for groups rather than for individuals, which can often be extremely useful.

Read more: Events and Relationships Management

Service requests or are supported by iCRM Professional with the Service request feature. They operate much like tasks but have their own attributes  that allow you to process support requests more effectively.

Service request objects serve as a base for your company’s knowledge base. They serve as the initial building blocks and have many positive effects, including the following:

1. Customize your services by identifying problem areas.
2. Build and improve your customer manuals
3. Build online HOWTO and FAQ sections to reduce the number of direct calls to your support team
4. Build problem-resolution reports and help to improve your support team’s overall knowledge.

By building the Knowledge areas and Knowledge categories hierarchy, you build your knowledge base and invest in your company’s future.

To help accomplish this goal, service requests have file attachments, email notifications, and the ability to build custom mailing lists.

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 to manage projects, including the most important project management items.

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

In order to simplify project schedule management iCRM splits the whole project into several Project Phases, or several simplified parts.

Project quality management is supported by a set of Project Phase Checkpoints, ensuring that the Project Team is accomplishing its goals, as well as ensuring the quality of work.

Project Team view and Project Roles allow executing project human resource management.

Project Risk management is supported with the Risk object. Each risk has its own attributes such as Impact, Probability, and Mitigation strategy. These attributes help you to properly analyze a potential threat and to abale to react to the threat upfront, proactively solving issues before they become a problem.

Risk Types and Risk Subtypes together create a necessary risk classification providing better business area analysis and problem forecasting.

Project communication management is supported by the ability to attach files, email notifications on status and comment changes, building customized mailing lists and additional features developed for Project Tasks.

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.

Read more: Order Management

iCRM makes managing your contact information more efficient, allowing information entering, filtering, sorting, and more.

Stored information is categorized by using special drop-down lists. iCRM is designed to easily allow changes to its filter list options, which makes it easy to customize iCRM to the specific needs of your business.

With Contact titles, for example, you can easily identify a contact’s particular position within a company, such as president, director, or manager. This list is customizable to your needs and easy to change. Instead of business titles, for example, you could change it to gender-related values, such as Mr. or Ms.

Contact forms have Comment and History fields. A note put into the Comment field after you click “Apply” is transferred to the History field.

Each contact form also provides a complete history of a particular client’s orders.

iCRM Professional has several extended contact management features.

GUI features, such as advanced suggestion lists, search condition, and smart sorting, provide robust and easy contact management.

Several other CRM contact management features are also available, such as Mailing lists and Relationship Management.

To improve application efficiency and save time, all new subordinated CRM system objects, such as Orders, Relationships, and Events, are created directly from the contact forms.

You can add several hidden and open files for each of your contacts. Hidden files are only accessible to those who have administrative privileges and may contain some private information. Non-hidden files are accessible by salespeople and are usually intended for less important information.