It is our believe that no-one should be excluded from having access to the best CRM tools. That is why, we are allowing our applications to be used for free with no time limit (Free Edition: 100MB storage/user for 2 user per company). When your need of storage grows, you can easily upgrade it to Standard Paid Edition.
Borneosoft CRM Features Overview:
- Contact Management
Store your contacts and companies and search using fast and powerful free text search in any field. Set dates to automatically send email to your contacts, you will never forget important dates about your customer.
- Calendar Management
Record your events, meetings and tasks. You can invite your contacts and your colleagues to your meeting and RSVP emails will be sent automatically for the participants to respond. You don't need to be busy reminding people about your meeting, the application will do it for you.
- Sales Management
Create Lead and add your contacts to it. Fast and powerful search helps you to quickly get information about your leads. Add contacts, tasks, events, notes or documents to your leads. Convert Lead to Opportunity and add products to it. Sales forecast depending on sales stage will be calculated automatically for you.
- Product Management
Store product information such as pricing, availability, stock, supplier and manufacturer. It also allows you to enter information about discount, mark-up, or profit margin. If desired, you can enter volume based pricing.
- Auto Creation of Quotation
Quotation can be generated as a PDF file from the products that you have included in the opportunity. No more retyping, and it saves you time.
Understand more about your customer and your sales. You can generate many useful charts. Company by industry type. Lead by status, rating, source, or industry type. Lead conversion by month. Opportunity by sales stage, source or rating. How many days opportunity in each sales stage. Expected or Estimated revenue over time for each opportunity. Sales stage Gantt Chart.
- Team Management
Create team and assign managers and members. Specify read, write or delete authorization for each role. Work more efficiently in a team by sharing contacts, companies, leads and other information as desired. Data redundancy is effectively reduced.
- Mail, Notes and Document
Integrated email with spam and virus filter to minimize the unsolicited emails coming into your Inbox. Together with notes and documents, you never miss important information about your customers.
Price: free 100MB storage/user for 2 user
More information: www.borneosoft.com