S3 Blog

Small businesses all need software that will for them as well as with them and the new S3 CRM software meets the needs of small to medium sized businesses perfectly. With a wide range of features designed to make running your business more efficient is it any wonder that S3 CRM is the leader of the pack when it comes to software platforms.

Here are some of the features that makes this software the future for small businesses:-

1. Integrated calendars – this feature gives you the ability to see all of your employees calendars at a glance which makes project planning a breeze. You don’t have to spend time ploughing through holiday requests and sick leave documentation, simply log into the shared calendar and see who is where at any time.

2. Project planning – plan projects and store documents related to the project alongside contact details of the people involved so there is no more missed paperwork. S3 CRM has the facility to create new projects as they are discussed and set deadlines immediately.

3. Alerts – these alerts are essential if your business has several different projects running at the same time. Log in and see which projects deadlines are approaching, then check the project details to make sure that everything is one track to meet the deadline.

4. Quoting and invoicing tools – preparing quotes couldn’t be easier with S3 CRM, you can put separate items on separate lines and the invoicing tool will create the total for you. VAT will even be added as part of the feature, then once you have done you can save the quote to a customers record so all of their information is held in one place. Invoicing is just as easy as once a quote has been accepted an invoice will be created.

5. See your business at a glance – do you know how many invoices are outstanding for your business, or how many quotes you have sent out, who is your best customer, how many projects are approaching deadlines? Often to find out this amount of information time would be wasted going through files and checking data, but not with S3 CRM. On your dashboard you can see exactly what is happening in your business at any time without time being wasted.

6. Greater accessibility – S3 CRM is a web-based application so you can log in to your account anywhere in the world that has an internet connection. What could be better? Now you can leave the office but still keep in touch with the click of a button.

7. Document storage – S3 CRM also features a document storage tool which allows you to file documents online and retrieve them when needed – say goodbye to lost paperwork!

8. Customer records – customer relationship management is one of the keys to a successful business, with S3 CRM you are able to not only store customer records but attach photos of them so you will never forget a face.