Customer Relationship Management(CRM)

Customer Relationship Management | First Information Technology Services

CRM Solutions

First Information Technology Services's Integrated Solutions CRM Software enables businesses to easily track customer relationship information, interactions, notes, tasks and events. Contact management helps businesses know their customers better and build stronger relationships with clients.

CRM Customer Software consolidates customer information across an organization to help increase customer satisfaction and loyalty. This gives businesses more complete insight into their clients and customers, and helps front-line employees make faster, better informed decisions.Our CRM Software makes it easy to create quotes, invoices and jobs.

Quotes can be create and send in pdf with your letter head and it can be emailed to clients at the click of a button. Quotes need to be managed and it can be send to multiple clients. You may create unlimted numberof quotes and they all turn into jobs and invoicing. at the click of a button, a Quote can be used to automatically create an Invoice or a Job, depending on how you like to work. You can click Invoice From Quote to automatically create an invoice from the selected quote. In Reports menu, you can run reports to show quotes that are not marked as "Invoiced". This could be because you have not been awarded the work, or because you have been awarded the work but you have not yet invoiced the customer.

  • Improve customer loyalty and retention
  • Increase ROI on marketing campaigns with better targeting
  • Improve cross-selling and up-selling success

Customer Relationship Management features

  • Store any number of to do items, notes and events linked to a customer
  • Set reminders for events, such as phone calls or meetings
  • Get the complete details of quotes (Daily,Weekly,Month wise)
  • Sales Man Wise Reports
  • Easily filter data to generate customer reports
  • Print, email or export reports to PDF
  • Supports multiple users and remote and mobile access with web access model
  • Import customer information from a .csv file
  • Very easy to use for day-to-day operation
  • Install and run customer relationship software in less than 60 seconds
  • Run multiple businesses from one installation of Reflect CRM Software
CRM | First Information Technology Services