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Enapps CRM module
The Enapps ERP CRM system empowers all of your company with a customer-centric set of tools, allowing you to closely manage, with ease, every relationship, including leads, customers and suppliers.
Enapps’ CRM software module also manages the conversion of leads and prospects into new customers by converting their associated opportunities into new business. We also support multiple contacts, contact types and addresses for each customer and supplier along with a 360-degree view of activities and purchase history by customer. The Enapps CRM system integrates seamlessly Sharpspring, offering you flexible, affordable, powerful marketing automation, as well as with Outlook, for calendar and email 2-way synchronisation.
CRM module key benefits
Contact management
Multiple contacts, job roles and addresses for the same customer are all supported as standard. Plus with Google maps and UK postcode lookup, you can speed-up address entry and see exactly where your contacts are. We support a historical overview of all customer communication including calls, meetings, emails, purchase history and outstanding quotations.
Pipeline management
The open opportunities we have with both our existing customers and our potential new customers all contribute to our sales pipeline. Most Enapps clients like to view the pipeline as a Kanban which can easily be sorted by date, value, salesperson etc. by simply clicking on the desired dimension. The pipeline can also be viewed as a kanban, list or a graph in multiple formats.
Activity automation
This CRM System module also has the ability to automate some of the workflow processes commonly found in business. These are activities such as scheduling a follow-up call or e-mail after a quotation or chaining a set of activities with other team members. The workflows within this area are normally configured at project implementation time but can be changed at any time.
Sharpspring marketing automation
Elevate you marketing campaigns and client communications using Sharpspring marketing automation platform, which integrates seamlessly with Enapps CRM. The reality of a modern customer journey includes multiple touchpoints and moments with your brand, which can now be tracked with ease. Sharpspring enables you to see the engagement of every lead or customer, every time they visit your website, open an email, watch a video and more, giving your business the visibility to communicate the right way at the right time and the power to gauge true campaign return on investment. Nurturing opportunities has never been so easy.
Our CRM module feature list includes...
Contact management
Manage all contact details using multiple contact names and addresses if required.
Pipeline management
Manage the opportunity Sales Pipeline using your own predefined stages.
Activity management
Every current and all historic activities are all available from one place on the system.
Display on Google Maps
Display any contact type or list of contacts directly on an in-system Google map.
UK postcode lookup
Input addresses quickly and accurately using our UK postcode lookup integration.
Search and filter
Interrogate your data with swift and accurate search and filter functions, to locate or segment between thousands of companies and business opportunities.
Opportunities
Store detailed information, track and provide weightings to your pipeline and access recent communications.
E-mail integration
E-mail can be sent and received in any part of the system and can be backed-up and recorded for reference. We have Microsoft Outlook integration and can log emails as activities in the CRM.
Calendar integration
Our Office 365 Calendar integration enables you to track tasks, manage your diary and deadlines and provides easily accessible agenda visibility.
To do list
Locate and control your tasks in one easy to find place.
