Customer Relationship Management

# Relation History tracking

Relation history tracking enables you to track the history of all your customers, and classified

them as workable or non-workable leads. It includes the reviewing of various aspects of your

previous customer such as attendance of all previous events, all upcoming events, marketing

communications, sales opportunities: current and historical, and contacts between your staff

and your customers, and etc.

# Export Leads facility

Export leads facility helps you to capture the lead data from the system and deliver that data

in csv or xls format, and it is done by the admin or agent. You can download name, phone

numbers, email id, and other personal information using this facility. Also, such leads database

consists of pre-screened and time-sensitive leads enhancing work-efficiency, high performance,

and business consistency.

# Import leads facility

Import leads facility helps businesses to realize their full business potential, and explore the

world of workable leads and good ROI. It helps you to capture the leads data from the system

and import that data in csv or xls format, and it is done by the admin or agent. Download name,

phone numbers, email id, and other personal information using it, and enhance your business

performance.

# Email template Editing

Email template Editing helps you to create or edit your own email templates building beautiful

templates. It provides you great flexibility and control over your template design and let you

be creative as well. You can easily drag, drop, duplicate, reposition, and resize any element in

your template in shorter timings. Besides, you can change email templates the way you want

without any HTML skill or IT help.

# User profile management

User profile management helps the users to manage the settings as per windows environment

with improved logon and logout service. It resembles like individual’s personal settings like

wall papers and screen savers. This system e