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Hosted CRM

Hosted CRM (Customer Relationship Management) software

Online CRM allows you to manage your business from anywhere.  Great iPad and iPhone applications also.

For managing sales, marketing, customer support and inventory in a single system. At Sapien IT, we have used many CRM solutions including: Salesforce, Sugar, MS Dynamics, Podio, ACT and others. Our preferred system of choice is Zoho Hosted  CRM.

Whether you are using Hosted CRM for the first time or transferring from an existing system, we will help you tailor the system and transfer data, if required.

  • Build customer relationships
  • Measure marketing effectiveness
  • Manage marketing campaigns
  • Manage lead & sales generation activities
  • Track sales activities
  • CRM on the go
  • Integrate with e-mail systems
  • Automate sales process activities
  • Easy to learn and customise
    • Modules include Leads, Contacts, Companies, Opportunities and Reports
    • Dashboard visibility with tabular and graphic views
    • Integrate sent and received emails with MS Outlook
    • Works seamlessly with Google Apps
    • Access information from PCs, smart-phones and tablets
    • Connect to clients Facebook and Linkedin profiles
    • Webforms to embed straight to web-pages
    • Own brand the service with your logo

Monthly:-
The basic edition of Zoho is free for up to three users.
For three of more users it is $12 per user per month

Set-up:-
Account set-up is free of charge.
Customisation and / or data migration is discussed on an individual basis