Easy to customise CRM software

• CRM Features
  • Marketing
    • Email Auto Responder
    • Webforms and Lead tracking
  • CRM Accounts Link
    • MYOB / EXO Accounts Link
    • Quickbooks Accounts Link
  • Asterisk VoIP and CRM Integration
  • Document Management
  • Contact Management
    • Shared Calendar
    • Outlook Integration
    • Call Centre
  • eCommerce
    • Shopping Cart
    • Payment Gateway
  • Business Process Automation
  • Customisation
    • Custom Fields
    • Layout Control
    • Integration
    • Security
    • Workflow automation
  • CRM Security

Every business is different

While Total Enterprise CRM is packed with features, every business is of course different.  Building companies need to store different information to mortgage companies, and finance companies need to store different information again, needs to access different systems.

Store the right data

It sounds simple, but the first step is to make sure your CRM can store the data you need.  What's important to your business ?  What data do you need (or what data would you like to have available) to operate most effectively?

Total Enterprise CRM allows you to create unlimited custom fields, making sure that limitations of your system don't stop you from having the data you need at your fingertips.

In the right structure

A big list of custom fields is great, but most businesses need something a little more organised than that.   A hotel company may be satisfied with having a simple custom field "Total nights stayed with us" on a customer, but perhaps they'd rather have a list of each individual stay, including the price paid, the start date and duration of the stay.

With Total Enterprise CRM not only can we store a lot of data, we can store the data in ways that makes sense for your business, your way - and if you're not sure, our consultants can offer you practical advice.

Make it useful

Now we have a CRM with all your data, in the right format - Great!  But this is hardly useful if your team can't make use of it to improve service, sales and marketing performance.

In Total Enterprise CRM all of the data can be made easily available to those who need it, in a pleasant, useable format - which can be searched, filtered, exported to excel or used internally within the CRM for marketing campaigns.

Then connect your existing systems

We've worked hard to make Total Enterprise CRM completely customisable to the way you do business.   Once the basic building blocks are there, the powerful tools within CRM allow you to connect your CRM solution to the rest of the business, and the rest of the world.