Features
Access Levels
The system will have multiple, predefined, customisable access levels that can be created by admin. Each feature will be modular so admin can choose which modules specific user groups have access to and which features within those modules. Admin can create new access levels and select which features they’re able to see.
Users
- The system will have 2 levels of access.
- Management – Full system access.
- Staff – Management defined access.
Activity
Activity will be a list of the most recent actions taken on the system, it will show the action taken, who taken the action and when the action was performed.
Different roles would see different activity:
Admin would see all activity from all staff and have filtering options to filter activity based on contacts, notes, tasks and projects.
Staff would only be able to view their own activity but still filter it based on the different activity parameters.
Customers
- Sites
- Map view
- Contacts
- Key contacts
- Services
- Deals
- Activity
- Time Logging (Notes)
- Tasks
- Quick call (telephone integration)
- Quick email (email integration)
Sites
- Site Details
- Map View
- Contacts
- Tasks
- Notes
- Deals
Sales
- Customisable pipelines
- Leads section with dynamic status function i.e. customer, lead, archived
- Deals with interchangeable interface (list/kanban)
- Services link
- Lead filters to show cold leads and customers that have been inactive
- Automatic emails/sms to be sent out to inactive customers
- Deal history
- Quoting (In development)
- Products
Services
- Service name
- Customer
- Supplier
- Start/renewal date
- Contract details
- Billing details
Email integration
- Easy search
- Customer identification
- Communication history
- Time recording
- Assign user option
- Collaborative responses
- Related emails
- Response templates
- Reference number
- Departments (optional)
- Status (assigned/unassigned for example)
SMS/Email Marketing campaigns
- Contact groups
- Templates
- History
- Balance
- Link to website
- Search facility
Notifications
We will build notifications into the system to alert of any expiring contracts at a set time before the renewal is due.
HR System
- Employment management
- Holiday schedule
- Holiday request process
- Overtime tracker
- Clock in system
- Fire register
Customise for your Business
Customer management hub
360 view of all contacts and accounts
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