Active CRM™ is just about ready for release. We are actually ahead of schedule which gives us even more time for testing and documentation. All product information should be available on our site within the next few days. We are also going to announce a special incentive for the first 20 customers to purchase Active CRM. In the meantime, here is an overview of features to be included in the first release:
Common Features for all Active CRM entities
- Intuitive and familiar user interface.
- Easy access to related data at any time.
- Notes - keep a running note history for every entity within Active CRM.
- Tags - A unique way of organizing data which is a combination of categories and keywords.
- Attachments - Easily add attachments for any entity.
- Relationships - Any entity can be related to any other entity.
Dashboards
- Tab driven dashboard interface to allow easy access to three user customized dashboard interfaces: Sales, Support and Personal
- Web Part catalog of items to be added to dashboards
Sales & Marketing
- Order Management and History
- Record and manage information by Company
- Record and manage information by Customer
- Record and manage Lead information
- Record and manage Opportunities
- Record and manage Products & Services
Support
- Record and manage support tickets by Company, Customer, Product and/or Employee
- Auto generate support tickets via incoming email
- Knowledge Base
- Time log
Activity Management
- Manage activities by type: Task, Email, Phone, Fax, Letter
- Assign activities to entities and manage relationships.
Administration
- Manage Employee records
- Manage Security Roles
- Manage access to features by security roles
- Assign Employees to Roles
- Manage common list data
DotNetNuke Integration Pack
- Synchronize user information from your DotNetNuke web site with Active CRM Customers.
- My Support - Give your customers the ability to create and manage support requests from within your DotNetNuke web site.
- My Sales - Give your customers the ability to view sales history that is recorded within Active CRM. *Requires custom interface to integrate with your e-commerce application.
- Lead Capture - Use the Active CRM Lead Capture form to automatically have form data sent to Active CRM leads