CRM-Express Standard

A useful and practical utility that comes in handy for users who need to promote their products through mail messages, organize orders and create invoices.

  • CRM-Express Standard
  • Version :2017.7.1
  • License :Trial
  • OS :Windows All
  • Publisher :PGCSoft

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CRM-Express Standard Description

CRM-Express Standard is a comprehensive and effective piece of software geared towards users who need to immediately capture new leads from different sources, share sale details between team members and communicate with customers using e-mail, Skype or other channels.

Worth having when you need to manage and organize contacts, orders, payments, suppliers and clients, CRM-Express Standard proves to be a steady solution. Additionally, it enables you to stay in touch with stakeholders through FAX and SMS messages, plan meetings and track all the events for the current month or week.

When you launch the application for the first time, you are required to create a new database by specifying its name and selecting its folder location. After that, an intuitive interface will be displayed from where you can add new events and tasks.

By accessing the ‘Address Book’ section from the left pane of the program, you are able to specify basic details about each client or supplier such as name, address, department and company.

The Calendar section enables you to insert new events by selecting their main subject such as ‘Appointment’, ‘Conference Call’, ‘Convention’, ‘Deadline, ‘Dinner’ or ‘Arrange trip’. The location and the label fields are not mandatory, however, you need to specify the start and the end time to get a better preview of all your events.

From the Campaigns panel you are able to promote your products and company by sending bulk messages to multiple contacts effortlessly. The ‘Add Campaign’ button will display a new wizard that will guide you through the entire process or creating a new mail campaign.

Another important feature that CRM-Express Standard comes with is that you can connect with various online platforms such as Dropbox or SkyDrive, thus sharing important documents over the Internet.

Furthermore, you can add your own RSS feeds and stay up-to-date with the latest news and recent articles. By pressing the proper button, which is located under the Campaigns section, you can make use of several default categories that allow you to manage the existing feeds or simply add your owns.

Since the application is fully network enabled, you are able to connect multiple users to an address book or calendar, as well as create quotes, orders and invoices.

To conclude, CRM-Express Standard proves to be an effective and reliable solution when it comes to managing customers and suppliers, track events and payments, as well as manage orders and invoices.

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