Enabling you to mould the system to suit your specific requirements and the business processes of your firm.

Keep a track of your Opportunities and ensure these are converted into paying customers and no opportunity is lost. Maximise your selling opportunities and profits.

Accounts
Store details of all companies and organisations that you deal with and build stronger, longer lasting commercial relationships.

Contacts
Record and manage contact details for individuals that you deal with to assist communicating your sales message with them and integrating them into your marketing, sales and support processes.

Quotes
Keep a record of quotes sent out and follow these up.

Use Workflows and System Jobs to automate your business processes to allow greater efficiency and to ensure adherence to your own business processes.

Email automation

Standard email templates that can be automatically populated from data on your files to allow personalized automatic emailing.

Reports and Schedulers

See your data in the way you want to see it and schedule reports so that information is automatically distributed to those who need to see it, where they need to see it, when they need to see it.

Dashboards

See real time live data every time you log in to your Apis CRM system and understand everything that is happening in your business as it happens.

Create Documents from templates for a House style and automatically populate the data in these for greater efficiency. Store these documents centrally for access from anywhere, greater security and saving on your local hardware costs.

Manage and run marketing campaigns, connect with potential customers of yours via e-mail shots and newsletters. Turn your leads into paying customers.

Add links to your website to enable visitors viewing your site to submit their interest to you in real time – when they are looking and before they look elsewhere. Automatically email them to thank them for their interest and to say you will be in touch to discuss their requirements further.

Cases

Record and manage all instances of support requests logged by your customers and see who is dealing with them, when they were logged, which have been resolved and which are unresolved, what priority are they.

Use Workflows route cases to the relevant member of staff based on the nature of the case to ensure it is handled in the most efficient manner. Your Customers can log support requests directly via your website using web forms and the cases will save seamlessly into your Apis CRM system.

Solutions

Keep a knowledge base of all customer queries and what the solution to each was.