CRM snip

CRM

Boost your company efficiency

BEAMS CRM provides all the necessary tools to capture every opportunity that you have in the market, from the initial enquiry to the steps leading to a contract. It includes a two-step authentication process beginning with the lead to client and then client to contract.

BEAMS CRM enables you to have a close look into your promotional actions, including all the models, advertisements, promotional deals, even weather condition and brochures. With these tools, you can re-evaluate your promotions and advertising to capture the best result.BEAMS CRM also provides in-built customisable email notification for every single task which needs to be carried out, so you will never miss task again.

BEAMS CRM now comes with an integrated Client Portal to facilitate communication and progress reports between the Company and the Client. BEAMS CRM will take your business to the next level.

CRM Features

  • Leads from email/website
  • Monitoring of incoming/outgoing emails, multiple accounts
  • Synchronises with BEAMS
  • Maintain Marketing Campaigns
  • Customisable task & leads templates
  • User roles for access settings
  • User teams grouping
  • Mass email function
  • Colour selection BEAMS sync
  • Model Selection & Pricing options
  • Synchronise with outlook calendar
  • Customer Portal
  • Colour selections
  • Variation requests
  • Quoting functionality
  • Customisable entity statuses
  • Live job tracking
  • Document management
  • CRM reminder system

Get in touch with us today for a free demonstration