Address Book
One crucial aspect of running a business successfully is customer management and with S3 CRM’s Customer Relationship Management solution you can access customer records instantly and find details of -
- The last contact between your business and your customer through email, telephone conversations or letter. This will help you to be more aware of your customers needs and is a fantastic example of contact management.
- Keep a log of all customer quotes and invoices in one easily accessible place.
- Send emails to customers, employees and contacts and have the email logged.
- Attach notes and documents to customer or employee records.
- Upload a photo of your customers, contacts and employees so you will never forget a face.
Project Features
Regardless of the size of your business S3 CRM can help you to organise, manage and track all projects from a central location, or from anywhere in the world. The Project Management System will allow you to create projects and tasks quickly and share them with your employees instantly. So no more missed deadlines and unclear communications which means a more streamlined and efficient approach to projects from creation to completion by -
- Managing projects from anywhere in the world that has an internet connection 24 hours a day 365 days per year.
- Being able to keep up to date with approaching deadlines and check that projects are on track.
- Attach all relevant and important documents to projects so that all employees can view and use them - no more misplaced paperwork.
- With automatic alerts you will never miss anything.
- More Information
Document management
As anyone who runs their own business knows it is vitally important that documents and paperwork are kept safe and are able to be accessed by the relevant people, with S3 CRM’s Document Management you can -
- Ensure that no more paperwork is lost which means increased efficiency.
- Central storage that can be accessed by all employees and is kept safe and secure thanks to S3 CRM’s dedicated server.
- Internal emails are reduced.
- Store documents by project and / or department and use the search facility to find documents with ease.
- Safe, secure and easy to use.
Employee online timesheets
Every employee has their own online timesheet where they can record annual leave, unpaid leave and sickness. This information is then integrated into the business wide calendar in real time so you can see at a glance where your resources are needed if someone calls in sick or if you are launching a new product and need extra staff to help this means -
- Smoother management of your biggest asset - your employees.
- Record employees absenteeism
- Individual timesheets mean quick and effective capture of information
- Fully integrated into the business wide calendar
- Ensures that you can get appropriate cover if someone calls in sick
Meeting management
Scheduling meetings can be time consuming and frustrating as you call people back and forth to arrange a suitable time for everyone involved. With S3 CRM you can -
- Ensure effective meeting management
- Arrange meetings for customers and employees alike
- Record all minutes and actions in real time - this means you will never overlook anything important again
- Details of meetings can be viewed by all employees
- Meeting management is fully integrated into the project management tool meaning that meetings are scheduled when they are needed
Customer quoting and invoicing
As an integrated part of S3 CRM’s customer management this invoicing and quoting software is useful for -
- Creating invoices with multiple lines which itemise all services and products and totals them as you add more. VAT is also added as part of the feature
- Translate your customers product and service requirements into quotes
- Save each quote in your customers account so that it can be accessed by your employees at any time
- Creates invoices automatically
- The invoicing software allows you to see at a glance which invoices have been paid and which are outstanding allowing you to keep a tighter control over your bottom line
- Allows you to monitor and control your cash flow
Employee tasklist
Using an employee task list lets you register, monitor and check all projects through to completion. Any user is able to assign a task to another user and track it, clear and easy deadlines can be set on each task and the progress of these can be tracked via the dashboard.
- Fully integrated into the project management tool
- Tasks can be monitored from creation to completion
- Deadlines for each task can be monitored via the dashboard
Calendar
The S3 CRM calendar allows you to view all activities and events each day across the application to see which days are busy and which are not. This means that all employees can access this to ensure that nothing is missed ever again.
- Company wide calendar
- Brings together functionality across S3 CRM
- All employees access the same information to ensure tasks and meetings are not missed
- Removes the need for pen and paper
Dashboard
The dashboard was designed so that you can see, at a glance your business. You can see upcoming meetings, invoices both paid and unpaid, see which of your customers would like a quote and even see what the weather is like on the other side of the world or check out the latest news.
- You can make informed decisions based on what is happening throughout your business
- Ability to customise to your own individual needs accessing information internally or externally via selective widgets
- Your effectiveness is increased and you can open up new ways of working