COM-ADD - COM-CRM

Presentation

COM-CRM is a C.R.M solution (Customer Relationship Management). It is an application easy to use and targeting small businesses.
The goal of a C.R.M tool is to help a company to manage its customers and prospective customers, to serve them as well as possible.
COM-CRM is turned towards the marketing and commercial functions.
The constitution of a database of the customers allows to better know them and to classify them: from "cold prospect" to "good customer".
The application helps, via emailing, to search new customers and to establish customer loyalty.
COM-CRM allows also to manage the business appointments.

Main features

contacts (prospects, customers or simple contact) with photo
emails and emailings sent to the contacts
appointments and phone calls in a calendar
products with description, price, discount, margin and photo
quotes and orders management

Additional features

presentation of the contacts in an alphabetical repertoire
ability to send and receive emails through SMTP and IMAP servers
when creating an event, sending an email inviting the concerned person to the appointment
purchases register
list of suppliers
quotes and orders sent to the prospects/customers
invoices/quotes template in HTML
invoices/quotes with or without VAT
available in three languages: English, French and Spanish

Import/Export

import and export addresses in vCard and CSV format
import and export events in iCal format
import and export products in CSV format
export data of sale in CSV format
import/export of the database file

Integration with other COM-ADD applications

exchange addresses with the COM-CRM Pro, COM-MAP, COM-MAP Top and COM-PRJ applications
import addresses extracted from business cards with the COM-SCAN application
exchange events with the COM-CRM Pro, COM-PRJ and COM-SCAN applications