The Capture Online comprehensive Contact Relationship Management system allows you to build a database of any type of contact such as clients, sales leads, contributors, models and suppliers. You can record opportunities, group contacts for marketing purposes, track communications, manage tasks and more.
Key Features
- The CRM has integrated email allowing communications to be automatically attached to contact records.
- Sales information is available at a glance for each customer record.
- QR code for each contact – quickly and easily capture details.
- Record the source of the contact to monitor effectiveness of marketing campaigns and events.
- Opportunities can be logged – run reports to get an overview of these opportunities/prospects.
- Assign a rating to the customer to ensure efforts are focused on the most promising potential clients.
- Assign contacts to categories which can be used to export contact lists for targeted mail shots.
- Task manager, calendaring and alerts help to manage workflow and efficiency.
- Automation of alerts ensures important tasks happen.
- Select multiple contacts to email within the CRM.
- Upload attachments to a contact or organisation record – eg contracts, images.
- If used in conjunction with asset management area, model records can be stored within the CRM. All images containing that model will be linked to their contact record. A model release form can also be attached to their CRM record.
The CRM is an integral part of the Capture Online system but can also be purchased as a standalone system.
Contact us to find out more or arrange a demo