CallPro CRM contains all of the common CRM functionality which means it satisfies most requirements. Since the system is so configurable screens can be as simple or complex as required. CallPro CRM is more does so much more than a standard CRM system that is basically a depositary of customer data.
Accounts and contacts -
Store full customer profile information. CallPro enables you to store unlimited contact names on every record, including accounts and leads, as well as any other information required.
Multiple contact names on Leads
Most CRM systems only allow one contact name per lead, Call Pro CRM allows unlimited names. You can easily track multiple contact names that have requested information at a prospect company.
Track, monitor and assign leads to team members or resellers to ensure timely follow-
Call Pro CRM stores all call, email and letter history that can be viewed in one place.
Customized dashboards and reports
User defined reports and charts can be easily categorized and grouped together into personalized dashboards , allowing you to see all your KPIs (Key Performance Indicators) on a single web page for true One Page Management.
See the distance between appointments, which makes it easier to maximize appointments within a certain geographical area-
Google Calendar/MS Outlook/Blackberry/Smartphones
Call Pro CRM reads and writes to the popular Google Calendar, which also syncs with Outlook. This allows you to have one integrated group calendar accessible to an individual via Outlook or an entire Google group (great for setting appointments for teams of sales people).
Store full details of products or contracts pertaining to each customer.
Sales orders & quotes
Manage quotes and sales orders, including quantity pricing and customer invoices, with unlimited product lines.
Analyze sales figures by any criteria (accounts, rep, type, volume, etc.) then easily view and customize the reports with the built-
Attach any document (MS Word, Excel, etc.) to an account record. This ensures all the relevant account information is easily accessible from one screen.
Integrated marketing by email and phone
In contrast to most email marketing systems, a campaign in CallPro CRM may consist of unlimited steps. Each step is another batch sent out at a predefined period after the previous step.
CallPro CRM's intelligent auto-
Scheduled campaigns with dynamic selection
Set a campaign to run at a certain time and set the record selection to be collated at execution time.
Set a campaign to run automatically regularly on certain days. Each time the campaign runs it will dynamically select the data and, of course, merge any data as necessary.
API and web forms
Use the built-
Template campaigns can be used to quickly create new email campaigns, these can be driven by a call result, a web-
There are two unsubscribe options: firstly to unsubscribe from further emails in the same campaign, and secondly to unsubscribe from any further campaigns in the database.
Appointment setting has to be 100% correct or it's useless. With CallPro CRM you get a tailor-
CallPro CRM makes it so easy to import, allocate and change sales territories. In fact CallPro CRM can import territory details and assign accounts to each rep automatically! So when your operators open a diary they automatically see the right one for the right rep.
Whether you want to view booked appointments, unavailable times or notes, CallPro CRM makes it easy and secure. It can even display distances and travel times between appointments using national postal/Zip codes. Now you can monitor sales productivity and avoid double-
Sync with Google Calendar
If you use Google Calendar, CallPro CRM enhances it by automatically displaying each rep's appointments. Use this feature to show your operators when a rep is unavailable or on the road.
Sync with MS Outlook or the Blackberry
When an operator makes an appointment for a rep, CallPro CRM can send it to that person's MS Outlook or Blackberry as well as updating the relevant diary.
We believe CallPro CRM is the most configurable system for telemarketing and telesales on the market. It comes with everything you need for better tele-
CallPro CRM includes powerful functionality for appointment making. It comes with multiple diaries, and sends automatic emails and notifications to the right sales people via MS Outlook or smart devices. Built-
Scripts & Call-
CallPro CRM lets you run fully-
Want to create multiple databases and restrict access to specific users? It's easy with CallPro CRM. For each database, you can also allocate data to specific users. Plus you can filter, update, copy, delete and de-
CallPro CRM comes with a choice of standard screen layouts, so you can get started fast. It also has a simple but powerful screen design engine that helps you create your own interfaces in minutes. Anything from a simple data entry screen with just a few fields, to a complex layout for advanced CRM.
CallPro CRM lets you check what users are doing, in real time. It shows the databases and records they access, and for how long. You can set the system to flag if users view a record for too long.
CallPro CRM lets you report on anything via custom lists, summaries or cross-
Secure user access
With CallPro CRM you can ensure that users work only on selected data. You can also set the system to manage call-
Whether you have conventional land lines or advanced VoIP, CallPro CRM supports automatic dialling. Call pacing is also possible which means the dial is delayed to give the agent a chance to read the record first. It is also possible to dial manually.