CRM Customer Relationship Management Is part of the complete system, stand alone solution for managing Existing customers, Potential customers, Identifying sales opportunities, Detailed information about existing customers, Customer follow-up, Service management

CRM Module includes the following objects

1. Customer Management
2. Phone call Management
3. Meeting Management
4. Product Management
5. Message Managing
6. Campaign
7. Import contacts from Outlook/Excel

These Objects include the following options:

• Phone call scenarios
• Dialing out, including support for Skype.
• Popup customer info on incoming calls.
• Monitor call handling time.
• Record a conversation with a customer.
• Attach documents /emails/websites relevant to Phone call.
• Call forwarding to other employees.
• Possibility of sending the customer Phone call conversation by: E-mail / fax / print.
• Tracking Phone call status.
• Statistical reports.
• Reminders for: Phone call, meeting, Message.
• Sharing calendars without the need for Exchange server.
• Receive Meeting location map from Google Maps, including itinerary planning.
• Send invitations for client meetings.
• Sending meeting summery to all participants.
• Follow-up Meeting Status.
• Synchronize contacts and appointments with Outlook and cell phone.
• Import contacts from Outlook/Excel

Octopus Customer Relationship Management is part of the Octopus ALL IN ONE.
At each stage you can purchased additional modules that automatically
connect to customer relationship management module,
For example: the Document Management module

** DIS reserves the right to change this module content at any time **

Partial Customets list