OfficeSwitch CRM

OfficeSwitch CRM's award-winning applications offer a single system of truth for managing customer interactions across different lines of business which includes:

• Reporting
  
  • Sales Trends
  • Marketing Analytics
  • Case Reports
  • Dashboards
  • Customer Profiles
• Marketing Automation
  
  • Multi-Channel Campaigns
  • Campaign Wizard
  • Email Marketing
  • Web-to-Lead Forms
  • Lead Management
  • Marketing Analytics
• Sales Force Automation
  
  • Opportunity Management
  • Contact Management
  • Account Management
  • Forecasting
  • Quotes & Contracts
  • Plug-Ins for Microsoft Office
  • Mobile Solutions
  • Dashboards
• Customer Support
  
  • Case Management
  • Inbound Email
  • Knowledgebase
  • Bug Tracking
  • Self-Service
• Collaboration
  
  • Email Client
  • Project Management
  • Plug-Ins for Microsoft Office
  • Mobile Solutions
  • Activity Management

The OfficeSwitch CRM - PBX integration features are:

• For every CRM user the phone extension name can be configured
• When there is an incoming call a dynamic window will appear
• If the callerID matches the telephone number of the contacts or companies the interface will put the full name of the caller
• Ability to put some notes regarding to the call
• Inbound and outbound calls of the user are logged in the calls section (this call logs are separate from asterisk's CDRs)
• CRM User can make outbound calls by clicking on the phone icon beside the telephone numbers defined for the Contacts