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Overview | SuperSimpleCRM | SecureHealthShare |
 

 

SuperSimpleCRM

SuperSimpleCRM is a basic and free CRM system that will manage all client relationships. It will allow you to create a sales/support pipeline that you can use to identify where key clients are in their decision process. More importantly, you can track every action taken regarding a specific client by any of your employees.  IT is fully customizable and scalable allowing you to add as many users that you need. Customizations to simpleCRM  will be available for a fee. Please feel free to contact us with customization requests.

More Features:

  1. Use it to track Organizations and/or Individuals
  2. Track current decisions in your sales pipeline.
  3. Track key stakeholder and decision maker contact information.
  4. Track all communication/promises/last action/price quotes/general information between employees and your clients. 
  5. Schedule emails to be sent to yourself/employees for follow up on a specific client.
  6. Schedule emails to be sent to clients with predetermined or on-the-fly generated messages. 
  7. Control access for your employees.
  8. Attach documents/electronic signatures/recorded conversations/PDFs/or almost any other file to a client’s record. 
  9. Populate invoices/letters/notices/other documents with client information. Never type another letter again.
  10. Much more…
 

 

 

 

 

 

 

 

 

 

 

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