CRM: Advanced Customer Relationship Management

This feature is available in ]po[ > 5.0
Please see package: CRM Opportunity Management


Lead Management 

  • List leads in separate tab
  • Convert leads to projects
  • Convert leads to contacts 
  • Manage contact history
  • Report: Follow up / Reminder 

Outlook integration

  • Import of single outlook contacts
  • Export all contacts to Outlook DB for offline access

 Mass Mailing

  • Create lists of users based on user attributes (including DYNFIELD-attributes) through GUI [done -> V4.0]
  • Store lists [done -> V4.0]
  • Send mass mailing to lists  [done -> V4.0]
  • Opt-in/Opt-out of these lists 

Sales Opportunities

  • Creation of sales opportunities connected to customer companies


Mock-Ups

New tab "Leads"

intranet_crm_lead_list

Next activities

intranet_crm_activities

Lead Details

intranet_crm_lead_details
  Contact Us
  Project Open Business Solutions S.L.

Calle Aprestadora 19, 12o-2a

E-08907 Hospitalet de Llobregat (Barcelona)

 Tel Europe: +34 932 202 088
 Tel US: +1 415 429 5995
 Mail: info@project-open.com