Active CRM brings together your organization’s internal and external management systems in one application. The main modules of Sales and Support improve and maintain a seamless communication experience between your customers and your organization.

Sales Management
Active CRM manages the whole sales cycle for you. The sales management system provides essential tools needed to convert import a lead, track your potential customer’s progress and convert lead information to a customer – all in one, easy to use application.

Leads: Enjoy effortless lead follow-ups as your leads are automatically integrated from you website and into Active CRM.

• Custom fields allow you to customize each lead
• Receive e-mail notifications each time a lead is submitted
• Log all activities associated with your future-customers
• Convert to all lead information to customer information with one simple click
• Track lead campaigns through emails and web site responses

Opportunities and Activities: Active CRM makes all your busywork easy and effortless with opportunity and activity management. Each customer log provides an activity log, value, and management of all files associated with their account. These functions allow you to customize your daily tasks according to priority and customer needs.

• Assign probability status to each lead
• Manage files associated with customers
• Sales processed tracking options

Sales: View a full sales history, invoice, payments, and customer information in one location. Active CRM is flexible enough to integrate with your website to automatically input new sales into your database.

• Create custom invoices
• Send invoices via e-mail from inside of Active CRM
• Status tracking
• Customer history

Support Managment
Supporting your customers has never been so easy for your organization – and your customers. Active CRM’s Support Module provides different ways to receive support requests, allowing for a flexible and fast support experience.

Support tickets: Tickets can be automatically imported into Active CRM from your website or e-mail. Each ticket has a full record of the customer’s orders, support requests, and other information.

• Queue Mangement
• E-mail and Website integration
• Templates
• Time tracking and logging
• Notification options

Knowledge Base: Active CRM helps you to create a knowledge base for all of your products and services. This function can be integrated with your website to automatically update key changes in products.