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.

Major 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 in HTML or PDF
• invoices/quotes with or without VAT
• automatic sorting of customers/prospects according to their importance
• 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

Integration with the Microsoft © webservices

• use Microsoft Outlook © account to send/receive emails
• synchronization of addresses with Microsoft People ©
• synchronization of events with Microsoft Calendar ©
• import/export of iCal and vCard files from/to OneDrive ©
• save/restore database easily from/to OneDrive ©

Video:

Available on the "Microsoft Store ©":

Other CRM applications: