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Features of TotallyCRM

Easy to Use - TotallyCRM has been developed for small businesses who need an affordable and easy way of logging and communicating with their customers

Conversation Logging- Keeping your customers happy means you are more likely to retain them, and that they will increase their spend with you. TotallyCRM software package can transform your PC into a call centre, your staff can have customer details at their desktops before they even answer the phone. Conversations with your customers can be timed and stored to check the amount of time you are in a conversation with each contact. Quotes and letters can be attached to contacts and can be viewed by any member of staff on any PC.

Follow Up Scheduler - Keeping up to date with you contacts and when they need to be contacted is a time consuming task. TotallyCRM tracks contact follow up date and times so you will never miss a call back appointment.

Mass Email - Email all your contacts at once or email your contacts by business type or postcode, so you only send out newsletters or emails to your target market

Handles Multiple Databases - TotallyCRM has the ability to handle multiple departments of a business with a simple way of switching between different databases.

Import Current Contacts - Importing of contacts couldn't be easier. TotallyCRM has the ability, using a simple spreadsheet, to import your current contacts and business types into the software.

Export Data to multiple formats - TotallyCRM can export data to multiple formats including PDF, Microsoft Word, Microsoft Excel and even HTML so your data can be manipulated to suit your needs.

Dockable Main Window - The main screen of TotallyCRM fits nicely to the left hand side of your screen, not obstructing the use of other programs that you may be using allowing for quick and easy access to your contacts on demand.

Reports - TotallyCRM Reports allow you to easily view any contact conversation and attachments and print out a detailed report. You can also print out contact lists of all you contacts so you can go through and follow up any lead.

Internal Mail - Each user has their own mailbox and the ability to send mail to other users of the system. Leave messages to colleagues or mail shot everyone in the company of new procedures or guidelines.

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